401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$1.3B
Total assets
96,657
Participants
99th
Percentile by assets
$13,232
Avg per participant
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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.

  • 99th percentile by assets (of 127,072 plans)
  • #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.

$1.3B
total plan assets (2023 EOY)
96,657
covered participants
99th
percentile by assets (of 127,072 plans)
$13,232
avg assets per participant

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 →

State
New York
Industry
Arts, Entertainment & Recreation

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. I.a.T.S.E. Annuity Fund reports 96,657 participants - 121x that state average ($1.3B EOY assets).

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)

$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.15B $1.43B ▲ +24.3%
Total plan assets by year, all Board of Trustees I.a.T.S.E. Annuity Fund plans on file
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

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 F…IBM 401 (K) Plus PlanPfizer Savings PlanMorgan Stanley 401(k…The Pepsico Savings …The Goldman Sachs 40…
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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to I.a.T.S.E. Annuity Fund by total assets, not by location.

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).

Next read for I.a.T.S.E. Annuity Fund

Filing takeaways

Ways to act on I.a.T.S.E. Annuity Fund's numbers.

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.