401(k) · DOL Form 5500 · 2023

Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
4,909
Participants Above avg headcount
86th
Percentile by assets National rank
$10,179
Avg per participant Low balance/head
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Official DOL plan name: Annuity Fund of Stage Employees Local 4 Iatse · Sponsored by Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse · New Jersey · Information & Media

$50M in assets, 4,909 participants

Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse's Annuity Fund of Stage Employees Local 4 Iatse reported $50M in total assets and 4,909 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,249 in Information & Media (2,818 peers)

Coverage in New Jersey

Annuity Fund of Stage Employees Local 4 Iatse covers 4,909 participants in New Jersey, 5.8x the typical New Jersey plan (state average ~844 per filing). Assets: $50M.

#2,249
in Information & Media (2,818 peers)
+17.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Annuity Fund of Stage Employees Local 4 Iatse's outsized position by total assets

Annuity Fund of Stage Employees Local 4 Iatse vs every filed plan by assets

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

$49,966,309 Top 14% higher than 86% 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

Annuity Fund of Stage Employees Local 4 Iatse'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. Annuity Fund of Stage Employees Local 4 Iatse lands in the large band (4,909 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Annuity Fund of Stage Employees Local 4 Iatse reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Annuity Fund of Stage Employees Local 4 Iatse end-of-year assets rose from $43M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • Annuity Fund of Stage Employees Local 4 Iatse reported participants rose from 4,548 in the plan year 2022 filing to 4,909 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112613347 · Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse PY 2023 · 401(k)

Annuity Fund of Stage Employees Local 4 Iatse · $50M · 4,909 · 86th

  • VS-ST $50M
  • BOY 4,909
  • SCH 86th
  • EBSA 401(k)
  • PART near Fidelity Companies Employee Retirement Plan
  • TYPE ind #2249

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 Information & Media retirement plans → · Plans in New Jersey →

Annuity Fund of Stage Employees Local 4 Iatse in the asset neighbourhood

Gourmet Foods International 401(k) Profit Sharing PlanGourmet Foods International …$50MAnnuity Fund of Stage Employees Local 4 IatseAnnuity Fund of Stage Employ…$50MCorsair Memory 401(k) Plan$50MFidelity Companies Employee Retirement PlanFidelity Companies Employee …$50MBeatrice Community Hospital and Health Center, Inc. Employees Savings TrustBeatrice Community Hospital …$50M
End-of-year total assets ($M) among Annuity Fund of Stage Employees Local 4 Iatse and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$50M
Net Income$7M
Employer EIN112613347
Plan Effective Date1982-08-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse)

Sponsor-wide plan assets over time

All Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse plans reported in each filing year

Latest sponsor-wide plan assets
$59M 39.410192736005335% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.5M $59.3M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 4,548 $43M
2023 1 4,909 $50M
2024 1 5,959 $59M

Nearby 401(k) Plans in New Jersey

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

Annuity Fund of Stage Employees Local 4 Iatse vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Annuity Fund of Stage Employees Local 4 Iatse, Total assets ($B): 0.049966309 · Participants: 4909Annuity Fund of Stage Employees Local 4 IatseJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Annuity Fund of Stage Employees Local 4 Iatse vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Annuity Fund of Stage Employees Local 4 Iatse side-by-side with 3 peers →

Annuity Fund of Stage Employees Local 4 Iatse's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Fidelity Companies Employee Retirement Plan in KS ($50M); by covered participants it is Kaiser Permanente Tax Sheltered Annuity Plan in CA (4,909 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,909 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 Annuity Fund of Stage Employees Local 4 Iatse assets move in 2023? ▼
Annuity Fund of Stage Employees Local 4 Iatse grew sharply - up 17.5% during 2023, from $43M to $50M. Reported net income was $7M.
How have Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse's sponsor-wide assets grew 39.4%, from $43M to $59M.
Where does Annuity Fund of Stage Employees Local 4 Iatse rank by assets among Form 5500 filers? ▼
Annuity Fund of Stage Employees Local 4 Iatse ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Annuity Fund of Stage Employees Local 4 Iatse? ▼
Among 401(k) plans in other states, the closest by assets is Fidelity Companies Employee Retirement Plan in KS ($50M, 501 participants).
Which 401(k) plans cover a similar participant headcount to Annuity Fund of Stage Employees Local 4 Iatse? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaiser Permanente Tax Sheltered Annuity Plan in CA (4,909 participants, N/A 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 112613347.

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.