Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees, I.a.T.S.E. Local No. 33 Pension Pension Plan

Data updated 2026-08-11

$228M
Total assets: 1,134
Participants: 95th
Percentile by assets: $201,106
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$228M
total plan assets (2023 EOY): 1,134
covered participants: 95th
percentile by assets (of 127,072 plans): $201,106
avg assets per participant

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.

See the national 2022→2023 release diff →

State

California

Industry

Arts, Entertainment & Recreation

I.a.T.S.E. Local No. 33 Pension Trust Fund vs the 2023 asset distribution

By assets, I.a.T.S.E. Local No. 33 Pension Trust Fund outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Board of Trustees, I.a.T.S.E. Local No. 33 Pension plans on file

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.

I.a.T.S.E. Local No. 33 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

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

Compare I.a.T.S.E. Local No. 33 Pension Trust Fu… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to I.a.T.S.E. Local No. 33 Pension Trust Fund by total assets, not by location.

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

Frequently Asked Questions

How did I.a.T.S.E. Local No. 33 Pension Trust Fund assets move in 2023? ▼

I.a.T.S.E. Local No. 33 Pension Trust Fund edged up modestly - up 4.2% during 2023, from $219M to $228M. Reported net income was $9M.

How have Board of Trustees, I.a.T.S.E. Local No. 33 Pension plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, I.a.T.S.E. Local No. 33 Pension's sponsor-wide assets grew 5.8%, from $219M to $232M.

Where does I.a.T.S.E. Local No. 33 Pension Trust Fund rank by assets among Form 5500 filers? ▼

I.a.T.S.E. Local No. 33 Pension Trust Fund ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to I.a.T.S.E. Local No. 33 Pension Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw International Union-Industry Variable Annuity Pension Plan in IL ($228M, 42,512 participants).

Next read for I.a.T.S.E. Local No. 33 Pension Trust Fu…

Scale reading

Ways to act on I.a.T.S.E. Local No. 33 Pension Trust Fund's numbers.

By total assets, I.a.T.S.E. Local No. 33 Pension Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Board of Trustees, I.a.T.S.E. Local No. 33 Pension's sponsor-wide assets have grown 5.8% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans

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 956377503.