Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$630M
Total assets Above avg plan size
16,809
Participants Very large workforce
98th
Percentile by assets National rank
$37,482
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,928
in Arts, Entertainment & Recreation (2,945 peers)
+14.1%
assets growth YoY
6.3×
vs typical plan assets (national mean)

I. a. T. S. E. National Pension Fund's outsized position by total assets

I. a. T. S. E. National Pension Fund vs every filed plan by assets

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

$630,035,667 Top 2% higher than 98% 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. National Pension Fund's mega-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. National Pension Fund is a mega filing (16,809 participants), the rightmost band on the breakdown.

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 →

Form 5500 schedule snapshot

Filing strip 131849172 · Board of Trustees I.a.T.S.E. National Pension Fund PY 2023 · Defined Benefit (Pension)

I. a. T. S. E. National Pension Fund · $630M · 16,809 · 98th

  • BOY $630M
  • SCH 16,809
  • EBSA 98th
  • PART Defined Benefit (Pension)
  • TYPE near Ng Es - Space Division Consolidated Pension Plan
  • NET ind #2928

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 New York →

I. a. T. S. E. National Pension Fund in the asset neighbourhood

Mccormick Pension Plan$633MBanco Popular De Puerto Rico Retirement PlanBanco Popular De Puerto Rico…$632MUbs Financial Services Inc. Pension PlanUbs Financial Services Inc. …$631MI. a. T. S. E. National Pension FundI. a. T. S. E. National Pens…$630MNg Es - Space Division Consolidated Pension PlanNg Es - Space Division Conso…$630M
End-of-year total assets ($M) among I. a. T. S. E. National Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Board of Trustees I.a.T.S.E. National Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$673M 21.90913523036296% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $552M $673M ▲ +21.9%
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 Scatter plot of 6 data points. 050000100000150000 -100102030 Total assets ($B) Participants I. a. T. S. E. National Pension Fund, Total assets ($B): 0.630035667 · Participants: 16809I. a. T. S. E. National Pension FundIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
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:

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Ng Es - Space Division Consolidated Pension Plan in VA ($630M); by covered participants it is Time Warner Cable Pension Plan in NC (16,981 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($630M here).

Similar participant headcount

Nearest other-state filings by covered participants (16,809 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. 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I. a. T. S. E. National Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Time Warner Cable Pension Plan in NC (16,981 participants, $2.6B 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 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.