Defined Benefit (Pension) · DOL Form 5500 · 2022

Iatse Local 11, Pension Fund Pension Plan

Data updated 2026-08-11

$57M
Total assets
311
Participants
89th
Percentile by assets
$183,902
Avg per participant
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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.

  • 89th percentile by assets (of 139,126 plans)
  • #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.

$57M
total plan assets (2022 EOY)
311
covered participants
89th
percentile by assets (of 139,126 plans)
$183,902
avg assets per participant

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Pension Fund of Local 11, Iatse reports 311 participants - about 47% of that state average ($57M EOY assets).

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)

$55M$60M$65M$70M 202220232024 $57.2M $66.5M ▲ +16.3%
Total plan assets by year, all Iatse Local 11, Pension Fund plans on file
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

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 Loca…Consolidated Cash Ba…Liberty Mutual Retir…Massachusetts Instit…N. Atlantic States C…N. Atlantic States C…
Pension Fund of Local 11, Iatse vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Fund of Local 11, Iatse by total assets, not by location.

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).

Filing takeaways

Ways to act on Pension Fund of Local 11, Iatse's numbers.