Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$270M
Total assets Near avg plan size
2,790
Participants Above avg headcount
96th
Percentile by assets National rank
$96,752
Avg per participant Below avg balance/head
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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.

  • #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.

#2,897
in Arts, Entertainment & Recreation (2,945 peers)
+5.9%
assets growth YoY
2.7×
vs typical plan assets (national mean)

I.a.T.S.E. Local 16 Pension Plan's outsized position 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

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 16 Pension Plan'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 16 Pension Plan lands in the large band (2,790 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Form 5500 schedule snapshot

Filing strip 946296420 · I.a.T.S.E. Local 16 Pension Plan Trustees PY 2023 · Defined Benefit (Pension)

I.a.T.S.E. Local 16 Pension Plan · $270M · 2,790 · 96th

  • VS-ST $270M
  • BOY 2,790
  • SCH 96th
  • EBSA Defined Benefit (Pension)
  • PART near Cmp Pension Plan
  • TYPE ind #2897

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 California →

I.a.T.S.E. Local 16 Pension Plan in the asset neighbourhood

Retirement Income Plan$271MFbl Financial Group Retirement PlanFbl Financial Group Retireme…$270MI.a.T.S.E. Local 16 Pension PlanI.a.T.S.E. Local 16 Pension …$270MCmp Pension Plan$270MPension Plan for Plant Employees of Green Bay PackPension Plan for Plant Emplo…$269M
End-of-year total assets ($M) among I.a.T.S.E. Local 16 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$255M
Net Assets (End of Year)$268M
Net Income$13M
Employer EIN946296420
Plan Effective Date1967-05-04
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All I.a.T.S.E. Local 16 Pension Plan Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$283M 11.156132409325494% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $255M $283M ▲ +11.2%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants I.a.T.S.E. Local 16 Pension Plan, Total assets ($B): 0.269937959 · Participants: 2790I.a.T.S.E. Local 16 Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
I.a.T.S.E. Local 16 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare I.a.T.S.E. Local 16 Pension Plan side-by-side with 3 peers →

I.a.T.S.E. Local 16 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Cmp Pension Plan in CT ($270M); by covered participants it is Relx Inc. US Retirement Plan in NY (2,794 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($270M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,790 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.a.T.S.E. Local 16 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Relx Inc. US Retirement Plan in NY (2,794 participants, $1.2B 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 946296420.

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.