Money Purchase · DOL Form 5500 · 2022
Iatse Atlanta Annuity Trust Board of Trustees Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 622
- Participants
- 42nd
- Percentile by assets
- $5,271
- Avg per participant
Official DOL plan name: I.a.T.S.E. Atlanta Annuity Trust · Sponsored by Iatse Atlanta Annuity Trust Board of Trustees · Georgia · Finance & Insurance
$3M in assets, 622 participants
Iatse Atlanta Annuity Trust Board of Trustees's I.a.T.S.E. Atlanta Annuity Trust reported $3M in total assets and 622 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- 42nd percentile by assets (of 139,126 plans)
- #2,650 in Finance & Insurance (9,261 peers)
Iatse Atlanta Annuity Trust Board of Trustees multi-year trail
Iatse Atlanta Annuity Trust Board of Trustees's plans moved +33.3% in assets from 2022 to 2024; this filing shows I.a.T.S.E. Atlanta Annuity Trust at $3M / 622 participants.
- $3M
- total plan assets (2022 EOY)
- 622
- covered participants
- 42nd
- percentile by assets (of 139,126 plans)
- $5,271
- avg assets per participant
Iatse Atlanta Annuity Trust Board of Trustees across 3 plan years on file
Across the 3 plan years Iatse Atlanta Annuity Trust Board of Trustees has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 33.3%, while reported participants moved from 622 to 581 (-6.6%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).
Iatse Atlanta Annuity Trust Board of Trustees multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 622 | $3M |
| 2023 | 1 | 661 | $4M |
| 2024 | 1 | 581 | $4M |
Iatse Atlanta Annuity Trust Board of Trustees filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $344K |
| Employer EIN | 582436601 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Georgia
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
I.a.T.S.E. Atlanta Annuity Trust vs. nearby Money Purchase plans in Georgia, assets vs. participants
- Valmet, Inc. Pension Plan and Trust $69M · 1,455
- IBEW Local 508 Pension Fund $64M · 768
- Au Medical Associates Employees' Money Purchase Pension Plan $25M · 241
- Au Medical Associates Employees' Money Purchase Pension Plan $24M · 335
- Au Medical Associates Employees' Money Purchase Pension Plan $23M · 323
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to I.a.T.S.E. Atlanta Annuity Trust by total assets, not by location.
Frequently Asked Questions
How did I.a.T.S.E. Atlanta Annuity Trust assets move in 2022? ▼
How have Iatse Atlanta Annuity Trust Board of Trustees plan assets changed over time? ▼
Which Money Purchase plans are similar in size to I.a.T.S.E. Atlanta Annuity Trust? ▼
Next read for I.a.T.S.E. Atlanta Annuity Trust
Multi-year trail
Ways to act on I.a.T.S.E. Atlanta Annuity Trust's numbers.
- By total assets, I.a.T.S.E. Atlanta Annuity Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Georgia. Compare plans
- Iatse Atlanta Annuity Trust Board of Trustees's sponsor-wide assets have grown 33.3% since 2022 across 3 plan years on file. More Finance & Insurance plans