401(k) · DOL Form 5500 · 2023

Board of Trustees of the Iatse Local 764 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
1,880
Participants Near avg headcount
90th
Percentile by assets National rank
$44,710
Avg per participant Low balance/head
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Official DOL plan name: I a T S E Local 764 401(k) Plan · Sponsored by Board of Trustees of the Iatse Local 764 401(k) Plan · New York · Arts, Entertainment & Recreation

$84M in assets, 1,880 participants

Board of Trustees of the Iatse Local 764 401(k) Plan's I a T S E Local 764 401(k) Plan reported $84M in total assets and 1,880 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #2,796 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

I a T S E Local 764 401(k) Plan covers 1,880 participants in New York, 2.4x the typical New York plan (state average ~798 per filing). Assets: $84M.

#2,796
in Arts, Entertainment & Recreation (2,945 peers)
+19.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

I a T S E Local 764 401(k) Plan's outsized position by total assets

I a T S E Local 764 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$84,055,711 Top 10% higher than 90% of 127,068 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 2023

I a T S E Local 764 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I a T S E Local 764 401(k) Plan lands in the large band (1,880 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I a T S E Local 764 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • I a T S E Local 764 401(k) Plan end-of-year assets rose from $70M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • I a T S E Local 764 401(k) Plan reported participants rose from 1,611 in the plan year 2022 filing to 1,880 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 134140534 · Board of Trustees of the Iatse Local 764 401(k) Plan PY 2023 · 401(k)

I a T S E Local 764 401(k) Plan · $84M · 1,880 · 90th

  • PCT $84M
  • EIN 1,880
  • RANK 90th
  • PHOTO 401(k)
  • IND near Associated General Contractors of Sd 401(k) Profit Sharing Plan
  • EOY ind #2796

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 →

I a T S E Local 764 401(k) Plan in the asset neighbourhood

I a T S E Local 764 401(k) PlanI a T S E Local 764 401(k) P…$84MJsr North America Holdings, Inc. 401 (K) PlanJsr North America Holdings, …$84MAssociated General Contractors of Sd 401(k) Profit Sharing PlanAssociated General Contracto…$84MOfs Brands Employee Savings Plan & TrustOfs Brands Employee Savings …$84MMclarens, LLC Defined Contribution 401(k) PlanMclarens, LLC Defined Contri…$84M
End-of-year total assets ($M) among I a T S E Local 764 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$84M
Net Income$14M
Employer EIN134140534
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Iatse Local 764 401(k) Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Iatse Local 764 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$100M 42.0837061838524% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $70.4M $100M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 1,611 $70M
2023 1 1,880 $84M
2024 1 1,767 $100M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

I a T S E Local 764 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants I a T S E Local 764 401(k) Plan, Total assets ($B): 0.084055711 · Participants: 1880I a T S E Local 764 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
I a T S E Local 764 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare I a T S E Local 764 401(k) Plan side-by-side with 3 peers →

I a T S E Local 764 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Associated General Contractors of Sd 401(k) Profit Sharing Plan in SD ($84M); by covered participants it is Ti Group Automotive Systems Employees' Savings Plan in MI (1,880 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,880 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 Local 764 401(k) Plan assets move in 2023? ▼
I a T S E Local 764 401(k) Plan grew sharply - up 19.5% during 2023, from $70M to $84M. Reported net income was $14M.
How have Board of Trustees of the Iatse Local 764 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Iatse Local 764 401(k) Plan's sponsor-wide assets grew 42.1%, from $70M to $100M.
Where does I a T S E Local 764 401(k) Plan rank by assets among Form 5500 filers? ▼
I a T S E Local 764 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to I a T S E Local 764 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Associated General Contractors of Sd 401(k) Profit Sharing Plan in SD ($84M, 1,355 participants).
Which 401(k) plans cover a similar participant headcount to I a T S E Local 764 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ti Group Automotive Systems Employees' Savings Plan in MI (1,880 participants, $222M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134140534.

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.