Money Purchase · DOL Form 5500 · 2023

Iatse Local 48 Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
74
Participants Small participant base
51st
Percentile by assets National rank
$96,268
Avg per participant Below avg balance/head
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Official DOL plan name: Iatse Local 48 Money Purchase Pension Plan · Sponsored by Iatse Local 48 · Ohio · Arts, Entertainment & Recreation

$7M in assets, 74 participants

Iatse Local 48's Iatse Local 48 Money Purchase Pension Plan reported $7M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,045 in Arts, Entertainment & Recreation (2,945 peers)

Iatse Local 48 multi-year trail

Iatse Local 48's plans moved +27.9% in assets from 2022 to 2024; this filing shows Iatse Local 48 Money Purchase Pension Plan at $7M / 74 participants.

#2,045
in Arts, Entertainment & Recreation (2,945 peers)
+13.9%
assets growth YoY

Iatse Local 48 Money Purchase Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Iatse Local 48 Money Purchase Pension Plan vs every filed plan by assets

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

$7,123,843 Top 49% higher than 51% 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

Iatse Local 48 Money Purchase Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iatse Local 48 Money Purchase Pension Plan is a small filing (74 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iatse Local 48 Money Purchase Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $870K in the plan year 2023 filing.
  • Iatse Local 48 Money Purchase Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Iatse Local 48 Money Purchase Pension Plan reported participants rose from 73 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340680394 · Iatse Local 48 PY 2023 · Money Purchase

Iatse Local 48 Money Purchase Pension Plan · $7M · 74 · 51st

  • TYPE $7M
  • TYPE 74
  • TYPE 51st
  • TYPE Money Purchase
  • TYPE near Vera Institute Pension Plan
  • TYPE ind #2045

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 Ohio →

Iatse Local 48 Money Purchase Pension Plan in the asset neighbourhood

Employee Benefit Plan of Northeast Community Center for Behavioral HealthEmployee Benefit Plan of Nor…$7MIatse Local 48 Money Purchase Pension PlanIatse Local 48 Money Purchas…$7MVera Institute Pension Plan$7MVan Ness Plastic Molding Co., Inc. Employees' Money Purchase Pension PlanVan Ness Plastic Molding Co.…$7MAhmet E. Oygar, M.D., a.P.C. Money Purchase PlanAhmet E. Oygar, M.D., a.P.C.…$7M
End-of-year total assets ($M) among Iatse Local 48 Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Iatse Local 48 multi-year asset trail

Sponsor-wide plan assets over time

All Iatse Local 48 plans reported in each filing year

Latest sponsor-wide plan assets
$8M 27.857115787120524% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.25M $8M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 73 $6M
2023 1 74 $7M
2024 1 86 $8M

Iatse Local 48 filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$870K
Employer EIN340680394
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Ohio

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

Iatse Local 48 Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Iatse Local 48 Money Purchase Pension Plan, Total assets ($B): 0.007123843 · Participants: 74Iatse Local 48 Money Purchase Pension PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
Iatse Local 48 Money Purchase Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Iatse Local 48 Money Purchase Pension Plan side-by-side with 3 peers →

Iatse Local 48 Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Vera Institute Pension Plan in NY ($7M); by covered participants it is Catholic Health Association of the United States Money Purchase Pension Plan in MO (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (74 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 Iatse Local 48 Money Purchase Pension Plan assets move in 2023? ▼
Iatse Local 48 Money Purchase Pension Plan grew at a solid clip - up 13.9% during 2023, from $6M to $7M. Reported net income was $870K.
How have Iatse Local 48 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iatse Local 48's sponsor-wide assets grew 27.9%, from $6M to $8M.
Which Money Purchase plans are similar in size to Iatse Local 48 Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Vera Institute Pension Plan in NY ($7M, 142 participants).
Which Money Purchase plans cover a similar participant headcount to Iatse Local 48 Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Catholic Health Association of the United States Money Purchase Pension Plan in MO (73 participants, $22M 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 340680394.

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.