Other · DOL Form 5500 · 2023
Iatse 127 Retirement Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 3,065
- Participants Above avg headcount
- 56th
- Percentile by assets National rank
- $2,915
- Avg per participant Low balance/head
Official DOL plan name: Iatse Local 127 Pension Plan · Sponsored by Iatse 127 · Texas · Arts, Entertainment & Recreation
$9M in assets, 3,065 participants
Iatse 127's Iatse Local 127 Pension Plan reported $9M in total assets and 3,065 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.
- #2,140 in Arts, Entertainment & Recreation (2,945 peers)
Coverage in Texas
Iatse Local 127 Pension Plan covers 3,065 participants in Texas, 4.5x the typical Texas plan (state average ~688 per filing). Assets: $9M.
- #2,140
- in Arts, Entertainment & Recreation (2,945 peers)
- +16.9%
- assets growth YoY
Iatse Local 127 Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Iatse Local 127 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,933,968 Top 44% higher than 56% 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
Iatse Local 127 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. Iatse Local 127 Pension Plan lands in the large band (3,065 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Iatse Local 127 Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Iatse Local 127 Pension Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Iatse Local 127 Pension Plan reported participants rose from 2,943 in the plan year 2022 filing to 3,065 in the plan year 2023 filing.
DOL schedule card
Filing strip 751084998 · Iatse 127 PY 2023 · Other
Iatse Local 127 Pension Plan · $9M · 3,065 · 56th
- BOY $9M
- SCH 3,065
- EBSA 56th
- PART Other
- TYPE near Visiting Nurse Association of Southeastern Connecticut Pension Plan
- NET ind #2140
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 Texas →
Iatse Local 127 Pension Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $1M |
| Employer EIN | 751084998 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iatse 127)
Sponsor-wide plan assets over time
All Iatse 127 plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 13.713672357522382% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,943 | $8M |
| 2023 | 1 | 3,065 | $9M |
| 2024 | 1 | 2,402 | $9M |
Nearby Other Plans in Texas
Peer Other plans, same state, same plan type, ranked by total assets.
- Memorial Hermann Health System Employees' Retirement Savings Plan $2.8B · 30,949
- The Tax Sheltered Annuity Plan of the Methodist Hospital $2.5B · 29,975
- Baylor College of Medicine Section 403b $1.9B · 12,679
- The Tax Sheltered Annuity Plan of Texas Children's Hospital $1.8B · 15,456
- Southwest Research Institute Retirement Plan $1.5B · 2,831
Iatse Local 127 Pension Plan's out-of-state Other peers by assets and headcount
Outside Texas, the nearest Other by assets is Visiting Nurse Association of Southeastern Connecticut Pension Plan in CT ($9M); by covered participants it is Tulane University Staff 403(b) Retirement Plan in LA (3,064 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,065 participants); asset peers above are excluded.
- Tulane University Staff 403(b) Retirement Plan (LA) 3,064 · 1 off
- Upper Chesapeake Health 403(b) Savings Plan (MD) 3,056 · 9 off
- Tuckpointers Local 52 Defined Contribution Annuity Trust Fund (IL) 3,075 · 10 off
- San Diego Zoo Wildlife Alliance 403(b) Plan (CA) 3,079 · 14 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.