Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees I.a.T.S.E. National Pension Fund Pension Plan

Data updated 2026-08-11

$630M
Total assets
16,809
Participants
98th
Percentile by assets
$37,482
Avg per participant
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Official DOL plan name: I. a. T. S. E. National Pension Fund · Sponsored by Board of Trustees I.a.T.S.E. National Pension Fund · New York · Arts, Entertainment & Recreation

$630M in assets, 16,809 participants

Board of Trustees I.a.T.S.E. National Pension Fund's I. a. T. S. E. National Pension Fund reported $630M in total assets and 16,809 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 127,072 plans)
  • #2,928 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

I. a. T. S. E. National Pension Fund covers 16,809 participants in New York, 21x the typical New York plan (state average ~798 per filing). Assets: $630M.

$630M
total plan assets (2023 EOY)
16,809
covered participants
98th
percentile by assets (of 127,072 plans)
$37,482
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I. a. T. S. E. National Pension Fund reported net income rose from -$42M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • I. a. T. S. E. National Pension Fund reported participants rose from 14,278 in the plan year 2022 filing to 16,809 in the plan year 2023 filing.
  • I. a. T. S. E. National Pension Fund end-of-year assets rose from $552M in the plan year 2022 filing to $630M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Arts, Entertainment & Recreation

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. I. a. T. S. E. National Pension Fund reports 16,809 participants - 21x that state average ($630M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$552M
Net Assets (End of Year)$612M
Net Income$53M
Employer EIN131849172
Plan Effective Date1957-05-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees I.a.T.S.E. National Pension Fund)

$500M$550M$600M$650M$700M 202220232024 $552M $673M ▲ +21.9%
Total plan assets by year, all Board of Trustees I.a.T.S.E. National Pension Fund plans on file
Year Plans Participants Total Assets
2022 1 14,278 $552M
2023 1 16,809 $630M
2024 1 13,243 $673M

Nearby Defined Benefit (Pension) Plans in New York

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

I. a. T. S. E. National Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

I. a. T. S. E. National Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -100102030 Total assets ($B) Participants I. a. T. S. E. Natio…IBM Personal Pension…Consolidated Edison …1199seiu Health Care…Pfizer Consolidated …Pepsico Employees Re…
I. a. T. S. E. National Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare I. a. T. S. E. National Pension Fund side-by-side with 3 peers →

Scale composition for I. a. T. S. E. National Pension Fund

I. a. T. S. E. National Pension Fund reports $630M in end-of-year assets across 16,809 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $37,482 per participant (27% of the national average assets-per-participant) . Net income for plan year 2023 was $53M.

This plan identity (EIN 131849172, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $552M to $673M (+21.9%) while covered participants moved from 14,278 to 13,243 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 14,278 $552M Open filing
2023 16,809 $630M This page
2024 · index core 13,243 $673M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized Defined Benefit (Pension) Plans Nationally

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

Frequently Asked Questions

How did I. a. T. S. E. National Pension Fund assets move in 2023? ▼
I. a. T. S. E. National Pension Fund grew at a solid clip - up 14.1% during 2023, from $552M to $630M. Reported net income was $53M.
How have Board of Trustees I.a.T.S.E. National Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees I.a.T.S.E. National Pension Fund's sponsor-wide assets grew 21.9%, from $552M to $673M.
Where does I. a. T. S. E. National Pension Fund rank by assets among Form 5500 filers? ▼
I. a. T. S. E. National Pension Fund ranks in the 98th 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. National Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ng Es - Space Division Consolidated Pension Plan in VA ($630M, 485 participants).

Next read for I. a. T. S. E. National Pension Fund

Filing takeaways

Ways to act on I. a. T. S. E. National Pension Fund's numbers.

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 131849172.

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.