Defined Benefit (Pension) · DOL Form 5500 · 2023

I.a.T.S.E. Local 16 Pension Plan Trustees Pension Plan

Data updated 2026-08-11

$270M
Total assets: 2,790
Participants: 96th
Percentile by assets: $96,752
Avg per participant

Official DOL plan name: I.a.T.S.E. Local 16 Pension Plan · Sponsored by I.a.T.S.E. Local 16 Pension Plan Trustees · California · Arts, Entertainment & Recreation

$270M in assets, 2,790 participants

I.a.T.S.E. Local 16 Pension Plan Trustees's I.a.T.S.E. Local 16 Pension Plan reported $270M in total assets and 2,790 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#2,897 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in California

I.a.T.S.E. Local 16 Pension Plan covers 2,790 participants in California, 4.4x the typical California plan (state average ~630 per filing). Assets: $270M.

$270M
total plan assets (2023 EOY): 2,790
covered participants: 96th
percentile by assets (of 127,072 plans): $96,752
avg assets per participant

Where I.a.T.S.E. Local 16 Pension Plan sits by total assets

I.a.T.S.E. Local 16 Pension Plan vs every filed plan by assets

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

$269,937,959 Top 4% higher than 96% of 127,068 filed plans

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 16 Pension Plan reported net income rose from -$45M in the plan year 2022 filing to $13M in the plan year 2023 filing.
I.a.T.S.E. Local 16 Pension Plan end-of-year assets rose from $255M in the plan year 2022 filing to $270M in the plan year 2023 filing.
I.a.T.S.E. Local 16 Pension Plan reported participants fell from 2,939 in the plan year 2022 filing to 2,790 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Arts, Entertainment & Recreation

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. I.a.T.S.E. Local 16 Pension Plan reports 2,790 participants - 4.4x that state average ($270M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$255M
Net Assets (End of Year)	$268M
Net Income	$13M
Employer EIN	946296420
Plan Effective Date	1967-05-04
Filing Status	FILING RECEIVED

Sponsor Plan History (I.a.T.S.E. Local 16 Pension Plan Trustees)

Total plan assets by year, all I.a.T.S.E. Local 16 Pension Plan Trustees plans on file

Year	Plans	Participants	Total Assets
2022	1	2,939	$255M
2023	1	2,790	$270M
2024	1	2,709	$283M

Nearby Defined Benefit (Pension) Plans in California

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

I.a.T.S.E. Local 16 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $33.5B · 127,356
Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
Disney Salaried Pension Plan D $10.1B · 10,813

Compare I.a.T.S.E. Local 16 Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to I.a.T.S.E. Local 16 Pension Plan by total assets, not by location.

Cmp Pension Plan (CT) $270M · 447
Fbl Financial Group Retirement Plan (IA) $270M · 572
Pension Plan for Plant Employees of Green Bay Pack (WI) $269M · 1,716
Retirement Income Plan (MA) $271M · 319

Frequently Asked Questions

How did I.a.T.S.E. Local 16 Pension Plan assets move in 2023? ▼

I.a.T.S.E. Local 16 Pension Plan grew at a solid clip - up 5.9% during 2023, from $255M to $270M. Reported net income was $13M.

How have I.a.T.S.E. Local 16 Pension Plan Trustees plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), I.a.T.S.E. Local 16 Pension Plan Trustees's sponsor-wide assets grew 11.2%, from $255M to $283M.

Where does I.a.T.S.E. Local 16 Pension Plan rank by assets among Form 5500 filers? ▼

I.a.T.S.E. Local 16 Pension Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to I.a.T.S.E. Local 16 Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Cmp Pension Plan in CT ($270M, 447 participants).

Next read for I.a.T.S.E. Local 16 Pension Plan

Filing takeaways

Ways to act on I.a.T.S.E. Local 16 Pension Plan's numbers.

By total assets, I.a.T.S.E. Local 16 Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
I.a.T.S.E. Local 16 Pension Plan Trustees's sponsor-wide assets have grown 11.2% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans

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 946296420.