Profit Sharing · DOL Form 5500 · 2023

I.a.T.S.E. Local No. 31 Profit Sharing Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
208
Participants Below avg headcount
62nd
Percentile by assets National rank
$57,443
Avg per participant Low balance/head
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Official DOL plan name: I.a.T.S.E. Local No. 31 Retirement Plan · Sponsored by I.a.T.S.E. Local No. 31 · Missouri · Arts, Entertainment & Recreation

$12M in assets, 208 participants

I.a.T.S.E. Local No. 31's I.a.T.S.E. Local No. 31 Retirement Plan reported $12M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,262 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Missouri

I.a.T.S.E. Local No. 31 Retirement Plan covers 208 participants in Missouri, about 28% of the average Missouri filer (state average ~737 per filing). Assets: $12M.

#2,262
in Arts, Entertainment & Recreation (2,945 peers)
+10.2%
assets growth YoY

I.a.T.S.E. Local No. 31 Retirement Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

I.a.T.S.E. Local No. 31 Retirement Plan vs every filed plan by assets

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

$11,948,232 Top 38% higher than 62% 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 No. 31 Retirement Plan among mid-size filed plans by 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 No. 31 Retirement Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.a.T.S.E. Local No. 31 Retirement Plan reported net income rose from -$803K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • I.a.T.S.E. Local No. 31 Retirement Plan reported participants rose from 163 in the plan year 2022 filing to 208 in the plan year 2023 filing.
  • I.a.T.S.E. Local No. 31 Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 440459340 · I.a.T.S.E. Local No. 31 PY 2023 · Profit Sharing

I.a.T.S.E. Local No. 31 Retirement Plan · $12M · 208 · 62nd

  • EIN $12M
  • EIN 208
  • EIN 62nd
  • EIN Profit Sharing
  • EIN near Anthony L Jordan Health Center Inc Pre-Tax Savings Plan
  • EIN ind #2262

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 Missouri →

I.a.T.S.E. Local No. 31 Retirement Plan in the asset neighbourhood

I.a.T.S.E. Local No. 31 Retirement PlanI.a.T.S.E. Local No. 31 Reti…$12MAnthony L Jordan Health Center Inc Pre-Tax Savings PlanAnthony L Jordan Health Cent…$12MProgress Foundation 403(b) Retirement PlanProgress Foundation 403(b) R…$12MBlue Rock Products Company Profit Sharing PlanBlue Rock Products Company P…$12MOregon Imaging Centers, L.L.C. 401(k) Profit Sharing Plan and TrustOregon Imaging Centers, L.L.…$12M
End-of-year total assets ($M) among I.a.T.S.E. Local No. 31 Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN440459340
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I.a.T.S.E. Local No. 31)

Sponsor-wide plan assets over time

All I.a.T.S.E. Local No. 31 plans reported in each filing year

Latest sponsor-wide plan assets
$12M 13.123388611173329% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M$12.5M 202220232024 $10.8M $12.3M ▲ +13.1%
Year Plans Participants Total Assets
2022 1 163 $11M
2023 1 208 $12M
2024 1 221 $12M

Nearby Profit Sharing Plans in Missouri

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

I.a.T.S.E. Local No. 31 Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.5 Total assets ($B) Participants I.a.T.S.E. Local No. 31 Retirement Plan, Total assets ($B): 0.011948232 · Participants: 208I.a.T.S.E. Local No. 31 Retirement PlanBoilermakers National Annuity Trust, Total assets ($B): 1.250463263 · Participants: 18088Boilermakers National Annuity TrustProfit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co., Total assets ($B): 0.584751191 · Participants: 3940Profit Sharing Retirement Plan for Divisions and Subsidiaries of Emerson Electric Co.Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust, Total assets ($B): 0.396974618 · Participants: 3749Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & TrustI. B. E. W. Local Union No. 124 Annuity Plan, Total assets ($B): 0.394489511 · Participants: 3338I. B. E. W. Local Union No. 124 Annuity PlanIron Workers St. Louis District Council Annuity Trust Fund, Total assets ($B): 0.363398354 · Participants: 4927Iron Workers St. Louis District Council Annuity Trust Fund
I.a.T.S.E. Local No. 31 Retirement Plan vs. nearby Profit Sharing plans in Missouri, assets vs. participants
Compare I.a.T.S.E. Local No. 31 Retirement Plan side-by-side with 3 peers →

I.a.T.S.E. Local No. 31 Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Missouri, the nearest Profit Sharing by assets is Anthony L Jordan Health Center Inc Pre-Tax Savings Plan in NY ($12M); by covered participants it is National Telecommuting Institute, Inc. Retirement Plan in MA (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 No. 31 Retirement Plan assets move in 2023? ▼
I.a.T.S.E. Local No. 31 Retirement Plan grew at a solid clip - up 10.2% during 2023, from $11M to $12M. Reported net income was $1M.
How have I.a.T.S.E. Local No. 31 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.a.T.S.E. Local No. 31's sponsor-wide assets grew 13.1%, from $11M to $12M.
Which Profit Sharing plans are similar in size to I.a.T.S.E. Local No. 31 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Anthony L Jordan Health Center Inc Pre-Tax Savings Plan in NY ($12M, 245 participants).
Which Profit Sharing plans cover a similar participant headcount to I.a.T.S.E. Local No. 31 Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is National Telecommuting Institute, Inc. Retirement Plan in MA (208 participants, $2M 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 440459340.

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.