401(k) · DOL Form 5500 · 2023

Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) 401(k) Plan

Data updated 2026-08-11

$342M
Total assets
7,539
Participants
96th
Percentile by assets
$45,361
Avg per participant
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Official DOL plan name: I.a.T.S.E. Local 33 Section 401(k) Plan · Sponsored by Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) · California · Arts, Entertainment & Recreation

$342M in assets, 7,539 participants

Board of Trustees, I.a.T.S.E. Local 33 Section 401(k)'s I.a.T.S.E. Local 33 Section 401(k) Plan reported $342M in total assets and 7,539 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 127,072 plans)
  • #2,910 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

I.a.T.S.E. Local 33 Section 401(k) Plan covers 7,539 participants in California, 12x the typical California plan (state average ~630 per filing). Assets: $342M.

$342M
total plan assets (2023 EOY)
7,539
covered participants
96th
percentile by assets (of 127,072 plans)
$45,361
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.a.T.S.E. Local 33 Section 401(k) Plan reported net income rose from -$61M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • I.a.T.S.E. Local 33 Section 401(k) Plan end-of-year assets rose from $295M in the plan year 2022 filing to $342M in the plan year 2023 filing.
  • I.a.T.S.E. Local 33 Section 401(k) Plan reported participants rose from 6,738 in the plan year 2022 filing to 7,539 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Arts, Entertainment & Recreation

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. I.a.T.S.E. Local 33 Section 401(k) Plan reports 7,539 participants - 12x that state average ($342M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$295M
Net Assets (End of Year)$342M
Net Income$46M
Employer EIN953954078
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, I.a.T.S.E. Local 33 Section 401(k))

$250M$300M$350M$400M 202220232024 $296M $381M ▲ +28.9%
Total plan assets by year, all Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) plans on file
Year Plans Participants Total Assets
2022 1 6,738 $295M
2023 1 7,539 $342M
2024 1 8,047 $381M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

I.a.T.S.E. Local 33 Section 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

I.a.T.S.E. Local 33 Section 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants I.a.T.S.E. Local 33 …Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
I.a.T.S.E. Local 33 Section 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare I.a.T.S.E. Local 33 Section 401(k) Plan side-by-side with 3 peers →

Scale composition for I.a.T.S.E. Local 33 Section 401(k) Plan

I.a.T.S.E. Local 33 Section 401(k) Plan reports $342M in end-of-year assets across 7,539 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $45,361 per participant (33% of the national average assets-per-participant) . Net income for plan year 2023 was $46M.

This plan identity (EIN 953954078, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $295M to $381M (+28.9%) while covered participants moved from 6,738 to 8,047 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,738 $295M Open filing
2023 7,539 $342M This page
2024 · index core 8,047 $381M 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. Local 33 Section 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did I.a.T.S.E. Local 33 Section 401(k) Plan assets move in 2023? ▼
I.a.T.S.E. Local 33 Section 401(k) Plan grew sharply - up 15.7% during 2023, from $295M to $342M. Reported net income was $46M.
How have Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, I.a.T.S.E. Local 33 Section 401(k)'s sponsor-wide assets grew 28.9%, from $295M to $381M.
Where does I.a.T.S.E. Local 33 Section 401(k) Plan rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Local 33 Section 401(k) Plan ranks in the 96th 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 401(k) plans are similar in size to I.a.T.S.E. Local 33 Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carollo Engineers, Inc. 401(k) Profit Sharing Plan in AZ ($342M, 1,312 participants).

Next read for I.a.T.S.E. Local 33 Section 401(k) Plan

Filing takeaways

Ways to act on I.a.T.S.E. Local 33 Section 401(k) Plan'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 953954078.

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.