Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, I.a.T.S.E. Local No. 33 Pension Pension Plan
Data updated 2026-08-25
- $228M
- Total assets Near avg plan size
- 1,134
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $201,106
- Avg per participant Above avg balance/head
Official DOL plan name: I.a.T.S.E. Local No. 33 Pension Trust Fund · Sponsored by Board of Trustees, I.a.T.S.E. Local No. 33 Pension · California · Arts, Entertainment & Recreation
$228M in assets, 1,134 participants
Board of Trustees, I.a.T.S.E. Local No. 33 Pension's I.a.T.S.E. Local No. 33 Pension Trust Fund reported $228M in total assets and 1,134 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #2,890 in Arts, Entertainment & Recreation (2,945 peers)
Where I.a.T.S.E. Local No. 33 Pension Trust Fund sits by assets
I.a.T.S.E. Local No. 33 Pension Trust Fund sits in the top 5% of all filed plans by assets, $228M for 1,134 participants (~$201,106/participant), up 4.2% in 2023.
- #2,890
- in Arts, Entertainment & Recreation (2,945 peers)
- +4.2%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
I.a.T.S.E. Local No. 33 Pension Trust Fund's outsized position by total assets
I.a.T.S.E. Local No. 33 Pension Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$228,054,543 Top 5% higher than 95% of 127,068 filed plans
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. 33 Pension Trust Fund's large-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. Local No. 33 Pension Trust Fund lands in the large band (1,134 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- I.a.T.S.E. Local No. 33 Pension Trust Fund reported net income rose from -$43M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- I.a.T.S.E. Local No. 33 Pension Trust Fund end-of-year assets rose from $219M in the plan year 2022 filing to $228M in the plan year 2023 filing.
- I.a.T.S.E. Local No. 33 Pension Trust Fund reported participants rose from 1,100 in the plan year 2022 filing to 1,134 in the plan year 2023 filing.
DOL schedule card
Filing strip 956377503 · Board of Trustees, I.a.T.S.E. Local No. 33 Pension PY 2023 · Defined Benefit (Pension)
I.a.T.S.E. Local No. 33 Pension Trust Fund · $228M · 1,134 · 95th
- VS-ST $228M
- BOY 1,134
- SCH 95th
- EBSA Defined Benefit (Pension)
- PART near Ufcw International Union-Industry Variable Annuity Pension Plan
- TYPE ind #2890
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 California →
I.a.T.S.E. Local No. 33 Pension Trust Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $219M |
|---|---|
| Net Assets (End of Year) | $228M |
| Net Income | $9M |
| Employer EIN | 956377503 |
| Plan Effective Date | 1965-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, I.a.T.S.E. Local No. 33 Pension)
Sponsor-wide plan assets over time
All Board of Trustees, I.a.T.S.E. Local No. 33 Pension plans reported in each filing year
- Latest sponsor-wide plan assets
- $232M 5.808294084136921% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,100 | $219M |
| 2023 | 1 | 1,134 | $228M |
| 2024 | 1 | 1,094 | $232M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
I.a.T.S.E. Local No. 33 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Ufcw International Union-Industry Variable Annuity Pension Plan in IL ($228M); by covered participants it is The Retirement Income Plan of Keyspan Corporation in NY (1,134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($228M here).
- Ufcw International Union-Industry Variable Annuity Pension Plan (IL) $228M · 42,512
- Local 697 I.B.E.W. and Electrical Industry Pension Plan (IN) $228M · 855
- Tri-State Carpenters and Joiners Pension Trust Fund (TN) $228M · 2,208
- I.B.E.W. Pacific Coast Pension Fund (WA) $228M · 815
Similar participant headcount
Nearest other-state filings by covered participants (1,134 participants); asset peers above are excluded.
- The Retirement Income Plan of Keyspan Corporation (NY) 1,134 · 0 off
- Abbvie Puerto Rico Pension Plan (IL) 1,133 · 1 off
- The Martin-Brower Company Consolidated Pension Plan (IL) 1,136 · 2 off
- Lester E Cox Medical Centers Pension Plan a (MO) 1,132 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.