Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E. Pension Plan
Data updated 2026-08-25
- $629M
- Total assets Above avg plan size
- 1,383
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $454,843
- Avg per participant High balance/head
Official DOL plan name: Pension Fund of Local No. One of I. a. T. S. E. · Sponsored by Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E. · New York · Arts, Entertainment & Recreation
$629M in assets, 1,383 participants
Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E.'s Pension Fund of Local No. One of I. a. T. S. E. reported $629M in total assets and 1,383 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #2,927 in Arts, Entertainment & Recreation (2,945 peers)
Where Pension Fund of Local No. One of I. a. T. S. E. sits by assets
Pension Fund of Local No. One of I. a. T. S. E. sits in the top 5% of all filed plans by assets, $629M for 1,383 participants (~$454,843/participant), up 6.1% in 2023.
- #2,927
- in Arts, Entertainment & Recreation (2,945 peers)
- +6.1%
- assets growth YoY
- 6.3×
- vs typical plan assets (national mean)
Pension Fund of Local No. One of I. a. T. S. E.'s outsized position by total assets
Pension Fund of Local No. One of I. a. T. S. E. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$629,047,703 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pension Fund of Local No. One of I. a. T. S. E.'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. Pension Fund of Local No. One of I. a. T. S. E. lands in the large band (1,383 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Fund of Local No. One of I. a. T. S. E. reported net income rose from -$66M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- Pension Fund of Local No. One of I. a. T. S. E. end-of-year assets rose from $593M in the plan year 2022 filing to $629M in the plan year 2023 filing.
- Pension Fund of Local No. One of I. a. T. S. E. reported participants rose from 1,360 in the plan year 2022 filing to 1,383 in the plan year 2023 filing.
DOL schedule card
Filing strip 136414973 · Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E. PY 2023 · Defined Benefit (Pension)
Pension Fund of Local No. One of I. a. T. S. E. · $629M · 1,383 · 98th
- PART $629M
- PART 1,383
- PART 98th
- PART Defined Benefit (Pension)
- PART near Ng Es - Space Division Consolidated Pension Plan
- PART ind #2927
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 York →
Pension Fund of Local No. One of I. a. T. S. E. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $593M |
|---|---|
| Net Assets (End of Year) | $617M |
| Net Income | $35M |
| Employer EIN | 136414973 |
| Plan Effective Date | 1962-12-19 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E.)
Sponsor-wide plan assets over time
All Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E. plans reported in each filing year
- Latest sponsor-wide plan assets
- $665M 12.094105426163543% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,360 | $593M |
| 2023 | 1 | 1,383 | $629M |
| 2024 | 1 | 2,004 | $665M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Pension Fund of Local No. One of I. a. T. S. E.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Ng Es - Space Division Consolidated Pension Plan in VA ($630M); by covered participants it is Community Hospital of the Monterey Peninsula Cash Balance Plan in CA (1,381 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($629M here).
- Ng Es - Space Division Consolidated Pension Plan (VA) $630M · 485
- Ubs Financial Services Inc. Pension Plan (NJ) $631M · 1,124
- Pension Plan for Employees of Dartmouth-Hitchcock (NH) $626M · 1,514
- Banco Popular De Puerto Rico Retirement Plan (PR) $632M · 1,952
Similar participant headcount
Nearest other-state filings by covered participants (1,383 participants); asset peers above are excluded.
- Community Hospital of the Monterey Peninsula Cash Balance Plan (CA) 1,381 · 2 off
- Interhealth Corp. Retirement Plan (CA) 1,385 · 2 off
- Gciu - Employer Retirement Benefit Plan (WA) 1,387 · 4 off
- Building Trades Pension Plan of Western Pennsylvania (OH) 1,379 · 4 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.