401(k) · DOL Form 5500 · 2023

Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. 401(k) Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
19,326
Participants Very large workforce
99th
Percentile by assets National rank
$55,630
Avg per participant Low balance/head
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Official DOL plan name: Annuity Fund of Local No. One, I. a. T. S. E. · Sponsored by Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. · New York · Arts, Entertainment & Recreation

$1.1B in assets, 19,326 participants

Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E.'s Annuity Fund of Local No. One, I. a. T. S. E. reported $1.1B in total assets and 19,326 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #2,934 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

Annuity Fund of Local No. One, I. a. T. S. E. covers 19,326 participants in New York, 24x the typical New York plan (state average ~798 per filing). Assets: $1.1B.

#2,934
in Arts, Entertainment & Recreation (2,945 peers)
+12.4%
assets growth YoY
11×
vs typical plan assets (national mean)

Annuity Fund of Local No. One, I. a. T. S. E.'s outsized position by total assets

Annuity Fund of Local No. One, I. a. T. S. E. vs every filed plan by assets

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

$1,075,101,428 Top 1% higher than 99% 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 Local No. One, I. a. T. S. E.'s mega-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 Local No. One, I. a. T. S. E. is a mega filing (19,326 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Annuity Fund of Local No. One, I. a. T. S. E. reported net income rose from -$176M in the plan year 2022 filing to $119M in the plan year 2023 filing.
  • Annuity Fund of Local No. One, I. a. T. S. E. end-of-year assets rose from $956M in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
  • Annuity Fund of Local No. One, I. a. T. S. E. reported participants rose from 18,383 in the plan year 2022 filing to 19,326 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133022965 · Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. PY 2023 · 401(k)

Annuity Fund of Local No. One, I. a. T. S. E. · $1.1B · 19,326 · 99th

  • IND $1.1B
  • IND 19,326
  • IND 99th
  • IND 401(k)
  • IND near Konica Minolta 401(k) Plan
  • IND ind #2934

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 →

Annuity Fund of Local No. One, I. a. T. S. E. in the asset neighbourhood

Annuity Fund of Local No. One, I. a. T. S. E.Annuity Fund of Local No. On…$1.1BKonica Minolta 401(k) Plan$1.1BThe US Oncology Clinical Practice 401(k) PlanThe US Oncology Clinical Pra…$1.1BCrown Castle Inc. 401(k) Plan$1.1BVericast Corp. 401(k) Plan$1.1B
End-of-year total assets ($B) among Annuity Fund of Local No. One, I. a. T. S. E. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$956M
Net Assets (End of Year)$1.1B
Net Income$119M
Employer EIN133022965
Plan Effective Date1980-02-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E.)

Sponsor-wide plan assets over time

All Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 23.707435278409122% vs 2022
2024 filing year
$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.96B $1.18B ▲ +22.9%
Year Plans Participants Total Assets
2022 1 18,383 $956M
2023 1 19,326 $1.1B
2024 1 20,955 $1.2B

Nearby 401(k) Plans in New York

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

Annuity Fund of Local No. One, I. a. T. S. E. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants Annuity Fund of Local No. One, I. a. T. S. E., Total assets ($B): 1.075101428 · Participants: 19326Annuity Fund of Local No. One, I. a. T. S. E.IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Annuity Fund of Local No. One, I. a. T. S. E. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Annuity Fund of Local No. One, I. a. T. S. E. side-by-side with 3 peers →

Scale composition for Annuity Fund of Local No. One, I. a. T. S. E.

Annuity Fund of Local No. One, I. a. T. S. E. reports $1.1B in end-of-year assets across 19,326 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $55,630 per participant (40% of the national average assets-per-participant) . Net income for plan year 2023 was $119M.

This plan identity (EIN 133022965, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $956M to $1.2B (+23.7%) while covered participants moved from 18,383 to 20,955 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 18,383 $956M Open filing
2023 19,326 $1.1B This page
2024 · index core 20,955 $1.2B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Annuity Fund of Local No. One, I. a. T. S. E.'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Konica Minolta 401(k) Plan in NJ ($1.1B); by covered participants it is Exelon Corporation Employee Savings Plan in IL (19,297 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (19,326 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 Local No. One, I. a. T. S. E. assets move in 2023? ▼
Annuity Fund of Local No. One, I. a. T. S. E. grew at a solid clip - up 12.4% during 2023, from $956M to $1.1B. Reported net income was $119M.
How have Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E.'s sponsor-wide assets grew 23.7%, from $956M to $1.2B.
Where does Annuity Fund of Local No. One, I. a. T. S. E. rank by assets among Form 5500 filers? ▼
Annuity Fund of Local No. One, I. a. T. S. E. ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Annuity Fund of Local No. One, I. a. T. S. E.? ▼
Among 401(k) plans in other states, the closest by assets is Konica Minolta 401(k) Plan in NJ ($1.1B, 4,967 participants).
Which 401(k) plans cover a similar participant headcount to Annuity Fund of Local No. One, I. a. T. S. E.? ▼
Among 401(k) plans in other states, the closest by covered participants is Exelon Corporation Employee Savings Plan in IL (19,297 participants, $5.8B 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 133022965.

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.