401(k) · DOL Form 5500 · 2023

Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
1,254
Participants Near avg headcount
76th
Percentile by assets National rank
$19,421
Avg per participant Low balance/head
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Official DOL plan name: I.a.T.S.E. Local 13 Retirement Plan & Trust · Sponsored by Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust · Minnesota · Professional & Technical Services

$24M in assets, 1,254 participants

Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust's I.a.T.S.E. Local 13 Retirement Plan & Trust reported $24M in total assets and 1,254 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,521 in Professional & Technical Services (20,321 peers)

Where I.a.T.S.E. Local 13 Retirement Plan & Trust sits by assets

I.a.T.S.E. Local 13 Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $24M for 1,254 participants (~$19,421/participant), up 5.4% in 2023.

#15,521
in Professional & Technical Services (20,321 peers)
+5.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

I.a.T.S.E. Local 13 Retirement Plan & Trust's outsized position by total assets

I.a.T.S.E. Local 13 Retirement Plan & Trust vs every filed plan by assets

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

$24,354,470 Top 24% higher than 76% 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 13 Retirement Plan & Trust'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. I.a.T.S.E. Local 13 Retirement Plan & Trust lands in the large band (1,254 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.a.T.S.E. Local 13 Retirement Plan & Trust reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • I.a.T.S.E. Local 13 Retirement Plan & Trust reported participants rose from 986 in the plan year 2022 filing to 1,254 in the plan year 2023 filing.
  • I.a.T.S.E. Local 13 Retirement Plan & Trust end-of-year assets rose from $23M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 411735205 · Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust PY 2023 · 401(k)

I.a.T.S.E. Local 13 Retirement Plan & Trust · $24M · 1,254 · 76th

  • IND $24M
  • EOY 1,254
  • 5500 76th
  • ASSETS 401(k)
  • PCT near Tyson & Mendes LLP 401(k) Profit Sharing Plan and Trust
  • EIN ind #15521

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

I.a.T.S.E. Local 13 Retirement Plan & Trust in the asset neighbourhood

Jrc 401(k) Plan$24MMeadows Farms, Inc. 401(k) Profit Sharing PlanMeadows Farms, Inc. 401(k) P…$24MI.a.T.S.E. Local 13 Retirement Plan & TrustI.a.T.S.E. Local 13 Retireme…$24MTyson & Mendes LLP 401(k) Profit Sharing Plan and TrustTyson & Mendes LLP 401(k) Pr…$24MStrategic Consulting Services, Inc. 401(k) Plan and TrustStrategic Consulting Service…$24M
End-of-year total assets ($M) among I.a.T.S.E. Local 13 Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$24M
Net Income$1M
Employer EIN411735205
Plan Effective Date1992-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust)

Sponsor-wide plan assets over time

All Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$27M 15.131864395158958% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $23.1M $26.6M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 986 $23M
2023 1 1,254 $24M
2024 1 1,426 $27M

Nearby 401(k) Plans in Minnesota

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

I.a.T.S.E. Local 13 Retirement Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants I.a.T.S.E. Local 13 Retirement Plan & Trust, Total assets ($B): 0.02435447 · Participants: 1254I.a.T.S.E. Local 13 Retirement Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
I.a.T.S.E. Local 13 Retirement Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare I.a.T.S.E. Local 13 Retirement Plan & Trust side-by-side with 3 peers →

I.a.T.S.E. Local 13 Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Tyson & Mendes LLP 401(k) Profit Sharing Plan and Trust in CA ($24M); by covered participants it is Iconma LLC 401(k) Profit Sharing Plan & Trust in MI (1,254 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,254 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 13 Retirement Plan & Trust assets move in 2023? ▼
I.a.T.S.E. Local 13 Retirement Plan & Trust grew at a solid clip - up 5.4% during 2023, from $23M to $24M. Reported net income was $1M.
How have Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust's sponsor-wide assets grew 15.1%, from $23M to $27M.
Where does I.a.T.S.E. Local 13 Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Local 13 Retirement Plan & Trust ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to I.a.T.S.E. Local 13 Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tyson & Mendes LLP 401(k) Profit Sharing Plan and Trust in CA ($24M, 385 participants).
Which 401(k) plans cover a similar participant headcount to I.a.T.S.E. Local 13 Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Iconma LLC 401(k) Profit Sharing Plan & Trust in MI (1,254 participants, $7M 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 411735205.

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.