Money Purchase · DOL Form 5500 · 2023

Iatse Local 8 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
2,927
Participants Above avg headcount
88th
Percentile by assets National rank
$21,680
Avg per participant Low balance/head
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Official DOL plan name: Iatse Local 8 Annuity Fund · Sponsored by Iatse Local 8 Annuity Fund · Pennsylvania · Arts, Entertainment & Recreation

$63M in assets, 2,927 participants

Iatse Local 8 Annuity Fund's Iatse Local 8 Annuity Fund reported $63M in total assets and 2,927 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,753 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Pennsylvania

Iatse Local 8 Annuity Fund covers 2,927 participants in Pennsylvania, 3.6x the typical Pennsylvania plan (state average ~822 per filing). Assets: $63M.

#2,753
in Arts, Entertainment & Recreation (2,945 peers)
+20.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Iatse Local 8 Annuity Fund's outsized position by total assets

Iatse Local 8 Annuity Fund vs every filed plan by assets

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

$63,457,874 Top 12% higher than 88% 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

Iatse Local 8 Annuity Fund'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. Iatse Local 8 Annuity Fund lands in the large band (2,927 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iatse Local 8 Annuity Fund reported net income rose from -$5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Iatse Local 8 Annuity Fund end-of-year assets rose from $53M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Iatse Local 8 Annuity Fund reported participants rose from 2,640 in the plan year 2022 filing to 2,927 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232785557 · Iatse Local 8 Annuity Fund PY 2023 · Money Purchase

Iatse Local 8 Annuity Fund · $63M · 2,927 · 88th

  • PCT $63M
  • EIN 2,927
  • RANK 88th
  • PHOTO Money Purchase
  • IND near Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc.
  • EOY ind #2753

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 Pennsylvania →

Iatse Local 8 Annuity Fund in the asset neighbourhood

Machinists' Money Purchase Pension FundMachinists' Money Purchase P…$64MMarine Biological Laboratory Defined Contribution Retirement PlanMarine Biological Laboratory…$64MDefined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc.Defined Contribution Pension…$63MIatse Local 8 Annuity Fund$63MGreylock Management Corporation Pension PlanGreylock Management Corporat…$62M
End-of-year total assets ($M) among Iatse Local 8 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$63M
Net Income$11M
Employer EIN232785557
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iatse Local 8 Annuity Fund)

Sponsor-wide plan assets over time

All Iatse Local 8 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$69M 32.05863485981981% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.6M $69.4M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 2,640 $53M
2023 1 2,927 $63M
2024 1 3,078 $69M

Nearby Money Purchase Plans in Pennsylvania

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Iatse Local 8 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants Iatse Local 8 Annuity Fund, Total assets ($M): 63.457874 · Participants: 2927Iatse Local 8 Annuity FundCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 877.450231 · Participants: 3684Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 321.029187 · Participants: 478Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 170.013061 · Participants: 658IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 161.591269 · Participants: 1331Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 145.172051 · Participants: 632Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
Iatse Local 8 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Iatse Local 8 Annuity Fund side-by-side with 3 peers →

Iatse Local 8 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. in NJ ($63M); by covered participants it is Painters and Allied Trades District Council No.35 Annuity Fund in MA (2,917 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,927 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 Iatse Local 8 Annuity Fund assets move in 2023? ▼
Iatse Local 8 Annuity Fund grew sharply - up 20.8% during 2023, from $53M to $63M. Reported net income was $11M.
How have Iatse Local 8 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iatse Local 8 Annuity Fund's sponsor-wide assets grew 32.1%, from $53M to $69M.
Where does Iatse Local 8 Annuity Fund rank by assets among Form 5500 filers? ▼
Iatse Local 8 Annuity Fund ranks in the 88th 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 Money Purchase plans are similar in size to Iatse Local 8 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. in NJ ($63M, 1,612 participants).
Which Money Purchase plans cover a similar participant headcount to Iatse Local 8 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Painters and Allied Trades District Council No.35 Annuity Fund in MA (2,917 participants, $491M 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 232785557.

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.