401(k) · DOL Form 5500 · 2023

Board of Trustees I.a.T.S.E. Annuity Fund 401(k) Plan

Data updated 2026-08-25

$1.3B
Total assets Very large vs avg
96,657
Participants Very large workforce
99th
Percentile by assets National rank
$13,232
Avg per participant Low balance/head
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Official DOL plan name: I.a.T.S.E. Annuity Fund · Sponsored by Board of Trustees I.a.T.S.E. Annuity Fund · New York · Arts, Entertainment & Recreation

$1.3B in assets, 96,657 participants

Board of Trustees I.a.T.S.E. Annuity Fund's I.a.T.S.E. Annuity Fund reported $1.3B in total assets and 96,657 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #2,936 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

I.a.T.S.E. Annuity Fund covers 96,657 participants in New York, 121x the typical New York plan (state average ~798 per filing). Assets: $1.3B.

#2,936
in Arts, Entertainment & Recreation (2,945 peers)
+11.6%
assets growth YoY
13×
vs typical plan assets (national mean)

I.a.T.S.E. Annuity Fund's outsized position by total assets

I.a.T.S.E. Annuity Fund vs every filed plan by assets

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

$1,278,924,209 Top 1% higher than 99% 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. Annuity Fund's mega-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. Annuity Fund is a mega filing (96,657 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.a.T.S.E. Annuity Fund reported net income rose from -$77M in the plan year 2022 filing to $133M in the plan year 2023 filing.
  • I.a.T.S.E. Annuity Fund reported participants rose from 83,976 in the plan year 2022 filing to 96,657 in the plan year 2023 filing.
  • I.a.T.S.E. Annuity Fund end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.3B in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133088691 · Board of Trustees I.a.T.S.E. Annuity Fund PY 2023 · 401(k)

I.a.T.S.E. Annuity Fund · $1.3B · 96,657 · 99th

  • ASSETS $1.3B
  • PCT 96,657
  • EIN 99th
  • RANK 401(k)
  • PHOTO near Avery Dennison Corporation Employee Savings Plan
  • IND ind #2936

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. Annuity Fund in the asset neighbourhood

I.a.T.S.E. Annuity Fund$1.3BAvery Dennison Corporation Employee Savings PlanAvery Dennison Corporation E…$1.3BIngersoll Rand Retirement Savings PlanIngersoll Rand Retirement Sa…$1.3BUss 401(k) Plan for Usw-Represented EmployeesUss 401(k) Plan for Usw-Repr…$1.3BSynchrony Financial My Savings PlanSynchrony Financial My Savin…$1.3B
End-of-year total assets ($B) among I.a.T.S.E. Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$1.3B
Net Income$133M
Employer EIN133088691
Plan Effective Date1973-09-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees I.a.T.S.E. Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees I.a.T.S.E. Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 24.40897788410113% vs 2022
2024 filing year
$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.15B $1.43B ▲ +24.3%
Year Plans Participants Total Assets
2022 1 83,976 $1.1B
2023 1 96,657 $1.3B
2024 1 97,266 $1.4B

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. Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants I.a.T.S.E. Annuity Fund, Total assets ($B): 1.278924209 · Participants: 96657I.a.T.S.E. Annuity FundIBM 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. Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare I.a.T.S.E. Annuity Fund side-by-side with 3 peers →

Scale composition for I.a.T.S.E. Annuity Fund

I.a.T.S.E. Annuity Fund reports $1.3B in end-of-year assets across 96,657 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.10% of 93,925,755 covered participants) - about $13,232 per participant (10% of the national average assets-per-participant) . Net income for plan year 2023 was $133M.

This plan identity (EIN 133088691, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.4B (+24.4%) while covered participants moved from 83,976 to 97,266 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 83,976 $1.1B Open filing
2023 96,657 $1.3B This page
2024 · index core 97,266 $1.4B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

I.a.T.S.E. Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Avery Dennison Corporation Employee Savings Plan in OH ($1.3B); by covered participants it is Marriott Retirement Savings Plan in MD (96,415 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.3B here).

Similar participant headcount

Nearest other-state filings by covered participants (96,657 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. Annuity Fund assets move in 2023? ▼
I.a.T.S.E. Annuity Fund grew at a solid clip - up 11.6% during 2023, from $1.1B to $1.3B. Reported net income was $133M.
How have Board of Trustees I.a.T.S.E. Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees I.a.T.S.E. Annuity Fund's sponsor-wide assets grew 24.4%, from $1.1B to $1.4B.
Where does I.a.T.S.E. Annuity Fund rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Annuity Fund ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to I.a.T.S.E. Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is Avery Dennison Corporation Employee Savings Plan in OH ($1.3B, 4,892 participants).
Which 401(k) plans cover a similar participant headcount to I.a.T.S.E. Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Marriott Retirement Savings Plan in MD (96,415 participants, $10.2B 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 133088691.

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.