Money Purchase · DOL Form 5500 · 2022

Iatse Atlanta Annuity Trust Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
622
Participants Below avg headcount
42nd
Percentile by assets National rank
$5,271
Avg per participant Low balance/head
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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.

  • #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.

#2,650
in Finance & Insurance (9,261 peers)
+1.1%
assets growth YoY

I.a.T.S.E. Atlanta Annuity Trust's mid-pack asset rank among Finance & Insurance and all filers

I.a.T.S.E. Atlanta Annuity Trust vs every filed plan by assets

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

$3,278,769 42nd percentile higher than 42% 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

I.a.T.S.E. Atlanta Annuity Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.a.T.S.E. Atlanta Annuity Trust sits mid-pack in the medium band (622 participants).

Plan-year Form 5500 strip

Filing strip 582436601 · Iatse Atlanta Annuity Trust Board of Trustees PY 2022 · Money Purchase

I.a.T.S.E. Atlanta Annuity Trust · $3M · 622 · 42nd

  • EOY $3M
  • 5500 622
  • ASSETS 42nd
  • PCT Money Purchase
  • EIN near Dr Robert Farron Money Purchase Plan
  • RANK ind #2650

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 Finance & Insurance retirement plans → · Plans in Georgia →

I.a.T.S.E. Atlanta Annuity Trust in the asset neighbourhood

San Pablo Pathology Group, Inc. Retirement Plan Series 94-999San Pablo Pathology Group, I…$3MDr Robert Farron Money Purchase PlanDr Robert Farron Money Purch…$3MI.a.T.S.E. Atlanta Annuity TrustI.a.T.S.E. Atlanta Annuity T…$3MAkron Porcelain & Plastics Co. Money Purchase Plan & TrustAkron Porcelain & Plastics C…$3MBlue Lake Fine Arts Camp Money Purchase Pension TrustBlue Lake Fine Arts Camp Mon…$3M
End-of-year total assets ($M) among I.a.T.S.E. Atlanta Annuity Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Iatse Atlanta Annuity Trust Board of Trustees multi-year asset trail

Sponsor-wide plan assets over time

All Iatse Atlanta Annuity Trust Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.330740896964684% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.28M $4.37M ▲ +33.2%
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 EIN582436601
Plan Effective Date1998-07-01
Filing StatusFILING 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 Scatter plot of 6 data points. 0500100015002000 -20020406080 Total assets ($M) Participants I.a.T.S.E. Atlanta Annuity Trust, Total assets ($M): 3.278769 · Participants: 622I.a.T.S.E. Atlanta Annuity TrustValmet, Inc. Pension Plan and Trust, Total assets ($M): 69.197022 · Participants: 1455Valmet, Inc. Pension Plan and TrustIBEW Local 508 Pension Fund, Total assets ($M): 63.559174 · Participants: 768IBEW Local 508 Pension FundAu Medical Associates Employees' Money Purchase Pension Plan, Total assets ($M): 24.937137 · Participants: 241Au Medical Associates Employees' Money Purchase Pension PlanAu Medical Associates Employees' Money Purchase Pension Plan, Total assets ($M): 24.227718 · Participants: 335Au Medical Associates Employees' Money Purchase Pension PlanAu Medical Associates Employees' Money Purchase Pension Plan, Total assets ($M): 23.074155 · Participants: 323Au Medical Associates Employees' Money Purchase Pension Plan
I.a.T.S.E. Atlanta Annuity Trust vs. nearby Money Purchase plans in Georgia, assets vs. participants
Compare I.a.T.S.E. Atlanta Annuity Trust side-by-side with 3 peers →

I.a.T.S.E. Atlanta Annuity Trust's out-of-state Money Purchase peers by assets and headcount

Outside Georgia, the nearest Money Purchase by assets is Dr Robert Farron Money Purchase Plan in NY ($3M); by covered participants it is Iron Workers Local Union No. 92 Money Purchase Pension Plan in AL (622 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (622 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 I.a.T.S.E. Atlanta Annuity Trust assets move in 2022? ▼
I.a.T.S.E. Atlanta Annuity Trust edged up modestly - up 1.1% during 2022, from $3M to $3M. Reported net income was $344K.
How have Iatse Atlanta Annuity Trust Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iatse Atlanta Annuity Trust Board of Trustees's sponsor-wide assets grew 33.3%, from $3M to $4M.
Which Money Purchase plans are similar in size to I.a.T.S.E. Atlanta Annuity Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Dr Robert Farron Money Purchase Plan in NY ($3M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to I.a.T.S.E. Atlanta Annuity Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Iron Workers Local Union No. 92 Money Purchase Pension Plan in AL (622 participants, $48M 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 582436601.

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.