Defined Benefit (Pension) · DOL Form 5500 · 2023

I.a.T.S.E. Local 3 Pension Plan Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
107
Participants Small participant base
62nd
Percentile by assets National rank
$108,773
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.a.T.S.E. Local 3 Pension Plan · Sponsored by I.a.T.S.E. Local 3 Pension Plan · Pennsylvania · Construction

$12M in assets, 107 participants

I.a.T.S.E. Local 3 Pension Plan's I.a.T.S.E. Local 3 Pension Plan reported $12M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,456 in Construction (9,030 peers)

Coverage in Pennsylvania

I.a.T.S.E. Local 3 Pension Plan covers 107 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#5,456
in Construction (9,030 peers)
+17.6%
assets growth YoY

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

I.a.T.S.E. Local 3 Pension Plan vs every filed plan by assets

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

$11,638,716 Top 38% higher than 62% 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 Pension Plan 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 Pension Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.a.T.S.E. Local 3 Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • I.a.T.S.E. Local 3 Pension Plan reported participants rose from 66 in the plan year 2022 filing to 107 in the plan year 2023 filing.
  • I.a.T.S.E. Local 3 Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 256073053 · I.a.T.S.E. Local 3 Pension Plan PY 2023 · Defined Benefit (Pension)

I.a.T.S.E. Local 3 Pension Plan · $12M · 107 · 62nd

  • VS-ST $12M
  • BOY 107
  • SCH 62nd
  • EBSA Defined Benefit (Pension)
  • PART near Burgess Pigment Company Retirement Plan
  • TYPE ind #5456

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 Pension Plan in the asset neighbourhood

Whitney Museum of American Art Retirement PlanWhitney Museum of American A…$12MI.a.T.S.E. Local 3 Pension PlanI.a.T.S.E. Local 3 Pension P…$12MBurgess Pigment Company Retirement PlanBurgess Pigment Company Reti…$12MLiberty Petroleum Corporation Defined Benefit Pension PlanLiberty Petroleum Corporatio…$12MUnit Drop Forge Co., Inc. Pension Plan for Hourly Rate EmployeesUnit Drop Forge Co., Inc. Pe…$12M
End-of-year total assets ($M) among I.a.T.S.E. Local 3 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN256073053
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I.a.T.S.E. Local 3 Pension Plan)

Sponsor-wide plan assets over time

All I.a.T.S.E. Local 3 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$12M 26.130158898249423% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.9M $12.5M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 66 $10M
2023 1 107 $12M
2024 1 93 $12M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

I.a.T.S.E. Local 3 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants I.a.T.S.E. Local 3 Pension Plan, Total assets ($B): 0.011638716 · Participants: 107I.a.T.S.E. Local 3 Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
I.a.T.S.E. Local 3 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare I.a.T.S.E. Local 3 Pension Plan side-by-side with 3 peers →

I.a.T.S.E. Local 3 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Burgess Pigment Company Retirement Plan in GA ($12M); by covered participants it is Trimas Corporation Union Employees Pension Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Pension Plan assets move in 2023? ▼
I.a.T.S.E. Local 3 Pension Plan grew sharply - up 17.6% during 2023, from $10M to $12M. Reported net income was $2M.
How have I.a.T.S.E. Local 3 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.a.T.S.E. Local 3 Pension Plan's sponsor-wide assets grew 26.1%, from $10M to $12M.
Which Defined Benefit (Pension) plans are similar in size to I.a.T.S.E. Local 3 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Burgess Pigment Company Retirement Plan in GA ($12M, 74 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.a.T.S.E. Local 3 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Trimas Corporation Union Employees Pension Plan in MI (107 participants, $10M 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 256073053.

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.