Money Purchase · DOL Form 5500 · 2022

Iatse 127 Money Purchase Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
2,943
Participants Above avg headcount
59th
Percentile by assets National rank
$2,596
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iatse Local 127 Pension Plan · Sponsored by Iatse 127 · Texas · Arts, Entertainment & Recreation

$8M in assets, 2,943 participants

Iatse 127's Iatse Local 127 Pension Plan reported $8M in total assets and 2,943 participants in its 2022 DOL Form 5500 filing, ranking in the 59th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,273 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Texas

Iatse Local 127 Pension Plan covers 2,943 participants in Texas, 4.3x the typical Texas plan (state average ~688 per filing). Assets: $8M.

#2,273
in Arts, Entertainment & Recreation (3,077 peers)
-17.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iatse Local 127 Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Iatse Local 127 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,641,323 Top 41% higher than 59% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Iatse Local 127 Pension Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iatse Local 127 Pension Plan lands in the large band (2,943 participants).

Published 5500 schedule card

Filing strip 751084998 · Iatse 127 PY 2022 · Money Purchase

Iatse Local 127 Pension Plan · $8M · 2,943 · 59th

  • PHOTO $8M
  • PHOTO 2,943
  • PHOTO 59th
  • PHOTO Money Purchase
  • PHOTO near Lincoln Community Health Center, Inc. Retirement Plan
  • PHOTO ind #2273

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in Texas →

Iatse Local 127 Pension Plan in the asset neighbourhood

Ilwu Local 142 Maui Division Retirement Benefit PlanIlwu Local 142 Maui Division…$8MCrystal Run Village Money Purchase PlanCrystal Run Village Money Pu…$8MIatse Local 127 Pension Plan$8MLincoln Community Health Center, Inc. Retirement PlanLincoln Community Health Cen…$8MIron Workers Local 580 Shop Annuity FundIron Workers Local 580 Shop …$8M
End-of-year total assets ($M) among Iatse Local 127 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN751084998
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iatse 127)

Sponsor-wide plan assets over time

All Iatse 127 plans reported in each filing year

Latest sponsor-wide plan assets
$9M 13.713672357522382% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.64M $8.69M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 2,943 $8M
2023 1 3,065 $9M
2024 1 2,402 $9M

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Iatse Local 127 Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000500010000 -500050010001500 Total assets ($M) Participants Iatse Local 127 Pension Plan, Total assets ($M): 7.641323 · Participants: 2943Iatse Local 127 Pension PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($M): 957.347914 · Participants: 0Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($M): 846.473174 · Participants: 9281Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($M): 718.249932 · Participants: 6837William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($M): 211.048041 · Participants: 1394Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($M): 136.613237 · Participants: 3298Greater Texas IBEW NECA Annuity Plan
Iatse Local 127 Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Iatse Local 127 Pension Plan side-by-side with 3 peers →

Iatse Local 127 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is Lincoln Community Health Center, Inc. Retirement Plan in NC ($8M); by covered participants it is Meba Pension Trust-Money Purchase Benefit Plan in MD (2,945 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,943 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Iatse Local 127 Pension Plan assets move in 2022? ▼
Iatse Local 127 Pension Plan declined sharply - down 17.1% during 2022, from $9M to $8M. Reported net income was -$2M.
How have Iatse 127 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iatse 127's sponsor-wide assets grew 13.7%, from $8M to $9M.
Which Money Purchase plans are similar in size to Iatse Local 127 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Lincoln Community Health Center, Inc. Retirement Plan in NC ($8M, 182 participants).
Which Money Purchase plans cover a similar participant headcount to Iatse Local 127 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Meba Pension Trust-Money Purchase Benefit Plan in MD (2,945 participants, $230M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751084998.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.