Defined Benefit (Pension) · DOL Form 5500 · 2022

Iatse Local 11, Pension Fund Pension Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
311
Participants Below avg headcount
89th
Percentile by assets National rank
$183,902
Avg per participant Above avg balance/head
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Official DOL plan name: Pension Fund of Local 11, Iatse · Sponsored by Iatse Local 11, Pension Fund · Massachusetts · Arts, Entertainment & Recreation

$57M in assets, 311 participants

Iatse Local 11, Pension Fund's Pension Fund of Local 11, Iatse reported $57M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,900 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Massachusetts

Pension Fund of Local 11, Iatse covers 311 participants in Massachusetts, about 47% of the average Massachusetts filer (state average ~659 per filing). Assets: $57M.

#2,900
in Arts, Entertainment & Recreation (3,077 peers)
+9.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Pension Fund of Local 11, Iatse's outsized position by total assets

Pension Fund of Local 11, Iatse vs every filed plan by assets

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

$57,193,611 Top 11% higher than 89% 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

Pension Fund of Local 11, Iatse 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. Pension Fund of Local 11, Iatse sits mid-pack in the medium band (311 participants).

Plan-year Form 5500 strip

Filing strip 046211188 · Iatse Local 11, Pension Fund PY 2022 · Defined Benefit (Pension)

Pension Fund of Local 11, Iatse · $57M · 311 · 89th

  • BOOK $57M
  • VS-ST 311
  • BOY 89th
  • SCH Defined Benefit (Pension)
  • EBSA near Vermont Mutual Insurance Company Employees' Pension Plan
  • PART ind #2900

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 Massachusetts →

Pension Fund of Local 11, Iatse in the asset neighbourhood

Rsm US LLP Market Based Cash Balance PlanRsm US LLP Market Based Cash…$57MPension Fund of Local 11, IatsePension Fund of Local 11, Ia…$57MVermont Mutual Insurance Company Employees' Pension PlanVermont Mutual Insurance Com…$57MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$57MThe Retirement Plan of Apple Bank for SavingsThe Retirement Plan of Apple…$57M
End-of-year total assets ($M) among Pension Fund of Local 11, Iatse and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$57M
Net Income$5M
Employer EIN046211188
Plan Effective Date1966-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iatse Local 11, Pension Fund)

Sponsor-wide plan assets over time

All Iatse Local 11, Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$67M 16.301618025132214% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $57.2M $66.5M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 311 $57M
2023 1 376 $64M
2024 1 454 $67M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Pension Fund of Local 11, Iatse vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Pension Fund of Local 11, Iatse, Total assets ($B): 0.057193611 · Participants: 311Pension Fund of Local 11, IatseConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Pension Fund of Local 11, Iatse vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Pension Fund of Local 11, Iatse side-by-side with 3 peers →

Pension Fund of Local 11, Iatse's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Vermont Mutual Insurance Company Employees' Pension Plan in VT ($57M); by covered participants it is Retirement Plan for Employees of Carlisle LLC in AZ (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Pension Fund of Local 11, Iatse assets move in 2022? ▼
Pension Fund of Local 11, Iatse grew at a solid clip - up 9.4% during 2022, from $52M to $57M. Reported net income was $5M.
How have Iatse Local 11, Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iatse Local 11, Pension Fund's sponsor-wide assets grew 16.3%, from $57M to $67M.
Where does Pension Fund of Local 11, Iatse rank by assets among Form 5500 filers? ▼
Pension Fund of Local 11, Iatse ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Fund of Local 11, Iatse? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vermont Mutual Insurance Company Employees' Pension Plan in VT ($57M, 83 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Fund of Local 11, Iatse? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Carlisle LLC in AZ (311 participants, $118M 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 046211188.

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.