Money Purchase · DOL Form 5500 · 2023

Iatse Local 66 Pension Plan Money Purchase Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
42
Participants Small participant base
34th
Percentile by assets National rank
$64,040
Avg per participant Low balance/head
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Official DOL plan name: Iatse Local 66 Pension Plan · Sponsored by Iatse Local 66 Pension Plan · Ohio · Professional & Technical Services

$3M in assets, 42 participants

Iatse Local 66 Pension Plan's Iatse Local 66 Pension Plan reported $3M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,262 in Professional & Technical Services (20,321 peers)

Iatse Local 66 Pension Plan multi-year trail

Iatse Local 66 Pension Plan's plans moved +17.9% in assets from 2022 to 2024; this filing shows Iatse Local 66 Pension Plan at $3M / 42 participants.

#6,262
in Professional & Technical Services (20,321 peers)
+1.7%
assets growth YoY

Iatse Local 66 Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers

Iatse Local 66 Pension Plan vs every filed plan by assets

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

$2,689,661 34th percentile higher than 34% 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

Iatse Local 66 Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iatse Local 66 Pension Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iatse Local 66 Pension Plan reported net income rose from -$500K in the plan year 2022 filing to $44K in the plan year 2023 filing.
  • Iatse Local 66 Pension Plan reported participants fell from 43 in the plan year 2022 filing to 42 in the plan year 2023 filing.
  • Iatse Local 66 Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 310952717 · Iatse Local 66 Pension Plan PY 2023 · Money Purchase

Iatse Local 66 Pension Plan · $3M · 42 · 34th

  • EOY $3M
  • 5500 42
  • ASSETS 34th
  • PCT Money Purchase
  • EIN near Funkshun Inc Money Purchase Plan
  • RANK ind #6262

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Iatse Local 66 Pension Plan in the asset neighbourhood

Charles B Mallin Dds PC Pension Plan and TrustCharles B Mallin Dds PC Pens…$3MMoney Purchase Pension Plan$3MMoney Purchase Plan Qrp Keogh$3MIatse Local 66 Pension Plan$3MFunkshun Inc Money Purchase PlanFunkshun Inc Money Purchase …$3M
End-of-year total assets ($M) among Iatse Local 66 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Iatse Local 66 Pension Plan multi-year asset trail

Sponsor-wide plan assets over time

All Iatse Local 66 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$3M 17.888317051466124% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M 202220232024 $2.65M $3.12M ▲ +17.7%
Year Plans Participants Total Assets
2022 1 43 $3M
2023 1 42 $3M
2024 1 48 $3M

Iatse Local 66 Pension Plan filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$44K
Employer EIN310952717
Plan Effective Date1974-09-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Iatse Local 66 Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Iatse Local 66 Pension Plan, Total assets ($B): 0.002689661 · Participants: 42Iatse Local 66 Pension PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
Iatse Local 66 Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Iatse Local 66 Pension Plan side-by-side with 3 peers →

Iatse Local 66 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Funkshun Inc Money Purchase Plan in PA ($3M); by covered participants it is New Haven Legal Assistance Money Purchase Plan in CT (42 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Iatse Local 66 Pension Plan assets move in 2023? ▼
Iatse Local 66 Pension Plan edged up modestly - up 1.7% during 2023, from $3M to $3M. Reported net income was $44K.
How have Iatse Local 66 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iatse Local 66 Pension Plan's sponsor-wide assets grew 17.9%, from $3M to $3M.
Which Money Purchase plans are similar in size to Iatse Local 66 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Funkshun Inc Money Purchase Plan in PA ($3M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Iatse Local 66 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is New Haven Legal Assistance Money Purchase Plan in CT (42 participants, $6M 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 310952717.

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.