Defined Benefit (Pension) · DOL Form 5500 · 2023

Bd of Trustees of the Pension Fund of Stage Employees Local 4 Iatse Pension Plan

Data updated 2026-08-25

N/A
Total assets
176
Participants Small participant base
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Official DOL plan name: Pension Fund of Stage Employees Local 4 Iatse · Sponsored by Bd of Trustees of the Pension Fund of Stage Employees Local 4 Iatse · New Jersey · Information & Media

N/A in assets, 176 participants

Bd of Trustees of the Pension Fund of Stage Employees Local 4 Iatse's Pension Fund of Stage Employees Local 4 Iatse reported N/A in total assets and 176 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in New Jersey

Pension Fund of Stage Employees Local 4 Iatse covers 176 participants in New Jersey, about 21% of the average New Jersey filer (state average ~844 per filing). Assets: N/A.

$3M
reported net income

Pension Fund of Stage Employees Local 4 Iatse among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Fund of Stage Employees Local 4 Iatse sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Fund of Stage Employees Local 4 Iatse reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Pension Fund of Stage Employees Local 4 Iatse reported participants rose from 157 in the plan year 2022 filing to 176 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 116017133 · Bd of Trustees of the Pension Fund of Stage Employees Local 4 Iatse PY 2023 · Defined Benefit (Pension)

Pension Fund of Stage Employees Local 4 Iatse · N/A · 176

  • IND N/A
  • EOY 176
  • 5500 PY 2023
  • ASSETS Defined Benefit (Pension)
  • PCT near Southern Oregon Orthopedics, Inc. Cash Balance Plan
  • EIN $3M

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 →

New Jersey filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)N/A
Net Income$3M
Employer EIN116017133
Plan Effective Date1962-07-06
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$10M$20M$30M$40M 20222023 $29.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 157 $29M
2023 1 176 N/A

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Fund of Stage Employees Local 4 Iatse vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 5 data points. 020000400006000080000100000 10152025 Total assets ($B) Participants Retirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Pension Fund of Stage Employees Local 4 Iatse vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Pension Fund of Stage Employees Local 4 Iatse's closest out-of-state Defined Benefit (Pension) peers by headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by covered participants is Southern Oregon Orthopedics, Inc. Cash Balance Plan in OR (176 participants; this filing: 176 participants).

Similar participant headcount

Nearest other-state filings by covered participants (176 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

Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Fund of Stage Employees Local 4 Iatse?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southern Oregon Orthopedics, Inc. Cash Balance Plan in OR (176 participants, $9M in assets).