Defined Benefit (Pension) · DOL Form 5500 · 2023

Trustees of Iatse Local No. 30 Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
213
Participants Below avg headcount
62nd
Percentile by assets National rank
$55,072
Avg per participant Low balance/head
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Official DOL plan name: Iatse Local No. 30 Pension Plan · Sponsored by Trustees of Iatse Local No. 30 · Indiana · Arts, Entertainment & Recreation

$12M in assets, 213 participants

Trustees of Iatse Local No. 30's Iatse Local No. 30 Pension Plan reported $12M in total assets and 213 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #2,257 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Indiana

Iatse Local No. 30 Pension Plan covers 213 participants in Indiana, about 39% of the average Indiana filer (state average ~541 per filing). Assets: $12M.

#2,257
in Arts, Entertainment & Recreation (2,945 peers)
+18.7%
assets growth YoY

Iatse Local No. 30 Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Iatse Local No. 30 Pension Plan vs every filed plan by assets

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

$11,730,334 Top 38% higher than 62% 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

Iatse Local No. 30 Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iatse Local No. 30 Pension Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iatse Local No. 30 Pension Plan reported net income rose from $760K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Iatse Local No. 30 Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Iatse Local No. 30 Pension Plan reported participants rose from 194 in the plan year 2022 filing to 213 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351543615 · Trustees of Iatse Local No. 30 PY 2023 · Defined Benefit (Pension)

Iatse Local No. 30 Pension Plan · $12M · 213 · 62nd

  • SCH $12M
  • EBSA 213
  • PART 62nd
  • TYPE Defined Benefit (Pension)
  • NET near Mg Retirement Plan
  • BOOK ind #2257

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 Indiana →

Iatse Local No. 30 Pension Plan in the asset neighbourhood

Procter & Gamble Puerto Rico Pension PlanProcter & Gamble Puerto Rico…$12MIatse Local No. 30 Pension PlanIatse Local No. 30 Pension P…$12MMg Retirement Plan$12MPension Plan for Hourly Employees of Clarion Sintered Metals, Inc.Pension Plan for Hourly Empl…$12MSchiff Hardin LLP Employees' Pension PlanSchiff Hardin LLP Employees'…$12M
End-of-year total assets ($M) among Iatse Local No. 30 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN351543615
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of Iatse Local No. 30)

Sponsor-wide plan assets over time

All Trustees of Iatse Local No. 30 plans reported in each filing year

Latest sponsor-wide plan assets
$13M 31.03416833623731% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $9.88M $13M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 194 $10M
2023 1 213 $12M
2024 1 259 $13M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Iatse Local No. 30 Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Iatse Local No. 30 Pension Plan, Total assets ($B): 0.011730334 · Participants: 213Iatse Local No. 30 Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Iatse Local No. 30 Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Iatse Local No. 30 Pension Plan side-by-side with 3 peers →

Iatse Local No. 30 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Mg Retirement Plan in MD ($12M); by covered participants it is King & Spalding LLP Cash Balance Pension Plan in GA (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Iatse Local No. 30 Pension Plan assets move in 2023? ▼
Iatse Local No. 30 Pension Plan grew sharply - up 18.7% during 2023, from $10M to $12M. Reported net income was $2M.
How have Trustees of Iatse Local No. 30 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of Iatse Local No. 30's sponsor-wide assets grew 31.0%, from $10M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Iatse Local No. 30 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mg Retirement Plan in MD ($12M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Iatse Local No. 30 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is King & Spalding LLP Cash Balance Pension Plan in GA (213 participants, $259M 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 351543615.

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.