401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$342M
Total assets Above avg plan size
7,539
Participants Very large workforce
96th
Percentile by assets National rank
$45,361
Avg per participant Low balance/head
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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.

  • #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.

#2,910
in Arts, Entertainment & Recreation (2,945 peers)
+15.7%
assets growth YoY
3.4×
vs typical plan assets (national mean)

I.a.T.S.E. Local 33 Section 401(k) Plan's outsized position by total assets

I.a.T.S.E. Local 33 Section 401(k) Plan vs every filed plan by assets

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

$341,978,672 Top 4% higher than 96% 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

I.a.T.S.E. Local 33 Section 401(k) Plan'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 33 Section 401(k) Plan lands in the large band (7,539 participants).

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 →

EBSA filing schedule strip

Filing strip 953954078 · Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) PY 2023 · 401(k)

I.a.T.S.E. Local 33 Section 401(k) Plan · $342M · 7,539 · 96th

  • BOY $342M
  • SCH 7,539
  • EBSA 96th
  • PART 401(k)
  • TYPE near Carollo Engineers, Inc. 401(k) Profit Sharing Plan
  • NET ind #2910

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 33 Section 401(k) Plan in the asset neighbourhood

Ice Miller Retirement Plan$342MI.a.T.S.E. Local 33 Section 401(k) PlanI.a.T.S.E. Local 33 Section …$342MCarollo Engineers, Inc. 401(k) Profit Sharing PlanCarollo Engineers, Inc. 401(…$342MAthletico, Ltd. Employees Profit Sharing PlanAthletico, Ltd. Employees Pr…$342MOgletree, Deakins, Nash, Smoak & Stewart 401(k) Savings PlanOgletree, Deakins, Nash, Smo…$342M
End-of-year total assets ($M) among I.a.T.S.E. Local 33 Section 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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))

Sponsor-wide plan assets over time

All Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) plans reported in each filing year

Latest sponsor-wide plan assets
$381M 28.923038521814227% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $296M $381M ▲ +28.9%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants I.a.T.S.E. Local 33 Section 401(k) Plan, Total assets ($B): 0.341978672 · Participants: 7539I.a.T.S.E. Local 33 Section 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 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:

I.a.T.S.E. Local 33 Section 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Carollo Engineers, Inc. 401(k) Profit Sharing Plan in AZ ($342M); by covered participants it is Nisource Inc Retirement Savings Plan in IN (7,525 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,539 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 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).
Which 401(k) plans cover a similar participant headcount to I.a.T.S.E. Local 33 Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nisource Inc Retirement Savings Plan in IN (7,525 participants, $1.7B 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 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.