Money Purchase · DOL Form 5500 · 2023

I.a.T.S.E. Local 3 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
771
Participants Near avg headcount
49th
Percentile by assets National rank
$8,089
Avg per participant Low balance/head
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Official DOL plan name: I.a.T.S.E. Local 3 Annuity Fund · Sponsored by I.a.T.S.E. Local 3 Annuity Fund · Pennsylvania · Construction

$6M in assets, 771 participants

I.a.T.S.E. Local 3 Annuity Fund's I.a.T.S.E. Local 3 Annuity Fund reported $6M in total assets and 771 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,241 in Construction (9,030 peers)

I.a.T.S.E. Local 3 Annuity Fund multi-year trail

I.a.T.S.E. Local 3 Annuity Fund's plans moved +43.4% in assets from 2022 to 2024; this filing shows I.a.T.S.E. Local 3 Annuity Fund at $6M / 771 participants.

#4,241
in Construction (9,030 peers)
+23.6%
assets growth YoY

I.a.T.S.E. Local 3 Annuity Fund's mid-pack asset rank among Construction and all filers

I.a.T.S.E. Local 3 Annuity Fund vs every filed plan by assets

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

$6,236,571 49th percentile higher than 49% 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 3 Annuity Fund 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 3 Annuity Fund sits mid-pack in the medium band (771 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.a.T.S.E. Local 3 Annuity Fund reported net income rose from -$421K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • I.a.T.S.E. Local 3 Annuity Fund reported participants rose from 420 in the plan year 2022 filing to 771 in the plan year 2023 filing.
  • I.a.T.S.E. Local 3 Annuity Fund end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 208539583 · I.a.T.S.E. Local 3 Annuity Fund PY 2023 · Money Purchase

I.a.T.S.E. Local 3 Annuity Fund · $6M · 771 · 49th

  • EOY $6M
  • 5500 771
  • ASSETS 49th
  • PCT Money Purchase
  • EIN near American Radio Association Individual Account Plan
  • RANK ind #4241

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 Construction retirement plans → · Plans in Pennsylvania →

I.a.T.S.E. Local 3 Annuity Fund in the asset neighbourhood

Painters and Allied Trades Local Union 197 of Terre Haute, Indiana Money Purchase Pension PlanPainters and Allied Trades L…$6MDr Robert J Lynch Md Keogh$6MI.a.T.S.E. Local 3 Annuity FundI.a.T.S.E. Local 3 Annuity F…$6MAmerican Radio Association Individual Account PlanAmerican Radio Association I…$6MDiagnostic Radiology Consultants PC Money Purchase Pension PlanDiagnostic Radiology Consult…$6M
End-of-year total assets ($M) among I.a.T.S.E. Local 3 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

I.a.T.S.E. Local 3 Annuity Fund multi-year asset trail

Sponsor-wide plan assets over time

All I.a.T.S.E. Local 3 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.436927036024855% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.05M $7.24M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 420 $5M
2023 1 771 $6M
2024 1 798 $7M

I.a.T.S.E. Local 3 Annuity Fund filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN208539583
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

I.a.T.S.E. Local 3 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants I.a.T.S.E. Local 3 Annuity Fund, Total assets ($M): 6.236571 · Participants: 771I.a.T.S.E. Local 3 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
I.a.T.S.E. Local 3 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare I.a.T.S.E. Local 3 Annuity Fund side-by-side with 3 peers →

I.a.T.S.E. Local 3 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is American Radio Association Individual Account Plan in CA ($6M); by covered participants it is Plumbers Local Union No. 200 Supplemental Vested Annuity Fund in NY (769 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (771 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 3 Annuity Fund assets move in 2023? ▼
I.a.T.S.E. Local 3 Annuity Fund grew sharply - up 23.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have I.a.T.S.E. Local 3 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.a.T.S.E. Local 3 Annuity Fund's sponsor-wide assets grew 43.4%, from $5M to $7M.
Which Money Purchase plans are similar in size to I.a.T.S.E. Local 3 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is American Radio Association Individual Account Plan in CA ($6M, 80 participants).
Which Money Purchase plans cover a similar participant headcount to I.a.T.S.E. Local 3 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Plumbers Local Union No. 200 Supplemental Vested Annuity Fund in NY (769 participants, $78M 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 208539583.

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.