401(k) · DOL Form 5500 · 2023

I.a.T.S.E. Local 21 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
453
Participants Below avg headcount
68th
Percentile by assets National rank
$34,305
Avg per participant Low balance/head
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Official DOL plan name: I.a.T.S.E. Local 21 401(k) Plan · Sponsored by I.a.T.S.E. Local 21 · New Jersey · Arts, Entertainment & Recreation

$16M in assets, 453 participants

I.a.T.S.E. Local 21's I.a.T.S.E. Local 21 401(k) Plan reported $16M in total assets and 453 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,372 in Arts, Entertainment & Recreation (2,945 peers)

I.a.T.S.E. Local 21 multi-year trail

I.a.T.S.E. Local 21's plans moved +36.5% in assets from 2022 to 2024; this filing shows I.a.T.S.E. Local 21 401(k) Plan at $16M / 453 participants.

#2,372
in Arts, Entertainment & Recreation (2,945 peers)
+18.7%
assets growth YoY

I.a.T.S.E. Local 21 401(k) Plan's outsized position by total assets

I.a.T.S.E. Local 21 401(k) Plan vs every filed plan by assets

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

$15,540,281 Top 32% higher than 68% 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 21 401(k) Plan 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. I.a.T.S.E. Local 21 401(k) Plan sits mid-pack in the medium band (453 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.a.T.S.E. Local 21 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • I.a.T.S.E. Local 21 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • I.a.T.S.E. Local 21 401(k) Plan reported participants rose from 436 in the plan year 2022 filing to 453 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 223585682 · I.a.T.S.E. Local 21 PY 2023 · 401(k)

I.a.T.S.E. Local 21 401(k) Plan · $16M · 453 · 68th

  • PART $16M
  • TYPE 453
  • NET 68th
  • BOOK 401(k)
  • VS-ST near Kiwanis International 401(k) Plan
  • BOY ind #2372

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 New Jersey →

I.a.T.S.E. Local 21 401(k) Plan in the asset neighbourhood

I.a.T.S.E. Local 21 401(k) PlanI.a.T.S.E. Local 21 401(k) P…$16MKiwanis International 401(k) PlanKiwanis International 401(k)…$16MIaero Group 401(k)$16MRego Restaurants 401(k) Plan$16MColumbia Energy & Environmental Services, Inc. 401(k) PlanColumbia Energy & Environmen…$16M
End-of-year total assets ($M) among I.a.T.S.E. Local 21 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

I.a.T.S.E. Local 21 multi-year asset trail

Sponsor-wide plan assets over time

All I.a.T.S.E. Local 21 plans reported in each filing year

Latest sponsor-wide plan assets
$18M 36.49768066543332% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $17.9M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 436 $13M
2023 1 453 $16M
2024 1 752 $18M

I.a.T.S.E. Local 21 filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN223585682
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

I.a.T.S.E. Local 21 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants I.a.T.S.E. Local 21 401(k) Plan, Total assets ($B): 0.015540281 · Participants: 453I.a.T.S.E. Local 21 401(k) PlanJPMorgan 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
I.a.T.S.E. Local 21 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare I.a.T.S.E. Local 21 401(k) Plan side-by-side with 3 peers →

I.a.T.S.E. Local 21 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kiwanis International 401(k) Plan in IN ($16M); by covered participants it is American Car Center/American Financial 401(k) Plan in DE (453 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (453 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 21 401(k) Plan assets move in 2023? ▼
I.a.T.S.E. Local 21 401(k) Plan grew sharply - up 18.7% during 2023, from $13M to $16M. Reported net income was $2M.
How have I.a.T.S.E. Local 21 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.a.T.S.E. Local 21's sponsor-wide assets grew 36.5%, from $13M to $18M.
Which 401(k) plans are similar in size to I.a.T.S.E. Local 21 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kiwanis International 401(k) Plan in IN ($16M, 100 participants).
Which 401(k) plans cover a similar participant headcount to I.a.T.S.E. Local 21 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Car Center/American Financial 401(k) Plan in DE (453 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 223585682.

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.