Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. Pension Plan

Data updated 2026-08-25

$145K
Total assets Small plan by assets
N/A
Participants Small participant base
8th
Percentile by assets National rank
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Official DOL plan name: Employee Pension Benefit Plan Local 640 Iatse · Sponsored by Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. · New York · Arts, Entertainment & Recreation

$145K in assets, N/A participants

Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E.'s Employee Pension Benefit Plan Local 640 Iatse reported $145K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

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

2022 asset change

Employee Pension Benefit Plan Local 640 Iatse surged 232.3% in 2022 ($44K → $145K) for N/A participants.

#648
in Arts, Entertainment & Recreation (3,077 peers)
+232.3%
assets growth YoY

Employee Pension Benefit Plan Local 640 Iatse among the smaller filed plans by assets

Employee Pension Benefit Plan Local 640 Iatse vs every filed plan by assets

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

$144,807 8th percentile higher than 8% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

DOL schedule card

Filing strip 116009100 · Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. PY 2022 · Defined Benefit (Pension)

Employee Pension Benefit Plan Local 640 Iatse · $145K · N/A · 8th

  • IND $145K
  • IND N/A
  • IND 8th
  • IND Defined Benefit (Pension)
  • IND near Southern Council of Industrial Workers Pension Plan
  • IND ind #648

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 New York →

Employee Pension Benefit Plan Local 640 Iatse in the asset neighbourhood

Southern Council of Industrial Workers Pension PlanSouthern Council of Industri…$145KThe Mindside LLC Cash Balance PlanThe Mindside LLC Cash Balanc…$146KOil-Dri Corporation of America Pension PlanOil-Dri Corporation of Ameri…$148KBiourja Renewables Cash Balance PlanBiourja Renewables Cash Bala…$149KEmployee Pension Benefit Plan Local 640 IatseEmployee Pension Benefit Pla…$145K
End-of-year total assets ($M) among Employee Pension Benefit Plan Local 640 Iatse and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. years around the 2022 move

Sponsor-wide plan assets over time

All Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. plans reported in each filing year

Latest sponsor-wide plan assets
$141K 2.4881393855269427% vs 2022
2024 filing year
$0.11M$0.12M$0.13M$0.14M$0.15M 202220232024 $0.14M $0.14M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 N/A $145K
2023 1 N/A $125K
2024 1 N/A $141K

2022 asset-move particulars

Total Assets (Beginning of Year)$44K
Net Assets (End of Year)$124K
Net Income$89K
Employer EIN116009100
Plan Effective Date1956-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employee Pension Benefit Plan Local 640 Iatse vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Employee Pension Benefit Plan Local 640 Iatse, Total assets ($B): 0.000144807 · Participants: 0Employee Pension Benefit Plan Local 640 IatseIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Employee Pension Benefit Plan Local 640 Iatse vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Employee Pension Benefit Plan Local 640 Iatse's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Southern Council of Industrial Workers Pension Plan in NJ at $145K (this filing: $145K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($145K here).

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 Employee Pension Benefit Plan Local 640 Iatse assets move in 2022?
Employee Pension Benefit Plan Local 640 Iatse surged - up 232.3% during 2022, from $44K to $145K. Reported net income was $89K.
How have Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E.'s sponsor-wide assets declined 2.5%, from $145K to $141K.
Where does Employee Pension Benefit Plan Local 640 Iatse rank by assets among Form 5500 filers?
Employee Pension Benefit Plan Local 640 Iatse ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Employee Pension Benefit Plan Local 640 Iatse?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southern Council of Industrial Workers Pension Plan in NJ ($145K, N/A participants).