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 2026-08-11

$1.1B
Total assets
19,326
Participants
99th
Percentile by assets
$55,630
Avg per participant
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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.

  • 99th percentile by assets (of 127,072 plans)
  • #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.

$1.1B
total plan assets (2023 EOY)
19,326
covered participants
99th
percentile by assets (of 127,072 plans)
$55,630
avg assets per participant

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 2023→2024 release diff →

State
New York
Industry
Arts, Entertainment & Recreation

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Annuity Fund of Local No. One, I. a. T. S. E. reports 19,326 participants - 24x that state average ($1.1B EOY assets).

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.)

$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.96B $1.18B ▲ +22.9%
Total plan assets by year, all Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. plans on file
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

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 Loca…IBM 401 (K) Plus PlanPfizer Savings PlanMorgan Stanley 401(k…The Pepsico Savings …The Goldman Sachs 40…
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. … 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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Annuity Fund of Local No. One, I. a. T. S. E. by total assets, not by location.

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).

Next read for Annuity Fund of Local No. One, I. a. T. …

Filing takeaways

Ways to act on Annuity Fund of Local No. One, I. a. T. S. E.'s numbers.

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.