Defined Benefit (Pension) · DOL Form 5500 · 2023

Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. Pension Plan

Data updated 2026-08-25

$125K
Total assets Small plan by assets
N/A
Participants Small participant base
8th
Percentile by assets National rank
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Official DOL plan name: Employee Pension Benefit Plan Local 640 Iatse · Sponsored by Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. · New York · Arts, Entertainment & Recreation

$125K in assets, N/A participants

Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E.'s Employee Pension Benefit Plan Local 640 Iatse reported $125K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

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

2023 asset change

Employee Pension Benefit Plan Local 640 Iatse pulled back noticeably 13.7% in 2023 ($145K → $125K) for N/A participants.

#564
in Arts, Entertainment & Recreation (2,945 peers)
-13.7%
assets change YoY

The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Pension Benefit Plan Local 640 Iatse among the smaller filed plans by assets

Employee Pension Benefit Plan Local 640 Iatse vs every filed plan by assets

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

$124,922 8th percentile higher than 8% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Pension Benefit Plan Local 640 Iatse reported net income fell from $89K in the plan year 2022 filing to -$24K in the plan year 2023 filing.
  • Employee Pension Benefit Plan Local 640 Iatse end-of-year assets fell from $145K in the plan year 2022 filing to $125K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 116009100 · Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. PY 2023 · Defined Benefit (Pension)

Employee Pension Benefit Plan Local 640 Iatse · $125K · N/A · 8th

  • NET $125K
  • BOOK N/A
  • VS-ST 8th
  • BOY Defined Benefit (Pension)
  • SCH near Printing Industry and Union Consolidated Pens Plan
  • EBSA ind #564

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 →

Employee Pension Benefit Plan Local 640 Iatse in the asset neighbourhood

Miller & Chevalier, Chartered Employees' RetiremenMiller & Chevalier, Chartere…$126KLicensed Tugmen's and Pilots' PensionLicensed Tugmen's and Pilots…$128KEmployee Pension Benefit Plan Local 640 IatseEmployee Pension Benefit Pla…$125KPrinting Industry and Union Consolidated Pens PlanPrinting Industry and Union …$124KTuthill Corporation Hourly Employees Pension PlanTuthill Corporation Hourly E…$121K
End-of-year total assets ($M) among Employee Pension Benefit Plan Local 640 Iatse and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. years around the 2023 move

Sponsor-wide plan assets over time

All Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. plans reported in each filing year

Latest sponsor-wide plan assets
$141K 2.4881393855269427% vs 2022
2024 filing year
$0.11M$0.12M$0.13M$0.14M$0.15M 202220232024 $0.14M $0.14M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 N/A $145K
2023 1 N/A $125K
2024 1 N/A $141K

2023 asset-move particulars

Total Assets (Beginning of Year)$145K
Net Assets (End of Year)$100K
Net Income-$24K
Employer EIN116009100
Plan Effective Date1956-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Employee Pension Benefit Plan Local 640 Iatse vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Employee Pension Benefit Plan Local 640 Iatse, Total assets ($B): 0.000124922 · Participants: 0Employee Pension Benefit Plan Local 640 IatseIBM 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
Employee Pension Benefit Plan Local 640 Iatse vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employee Pension Benefit Plan Local 640 Iatse side-by-side with 3 peers →

Employee Pension Benefit Plan Local 640 Iatse's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is Printing Industry and Union Consolidated Pens Plan in PA at $124K (this filing: $125K).

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 Employee Pension Benefit Plan Local 640 Iatse assets move in 2023? ▼
Employee Pension Benefit Plan Local 640 Iatse pulled back noticeably - down 13.7% during 2023, from $145K to $125K. Reported net income was -$24K.
How have Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E.'s sponsor-wide assets declined 2.5%, from $145K to $141K.
Where does Employee Pension Benefit Plan Local 640 Iatse rank by assets among Form 5500 filers? ▼
Employee Pension Benefit Plan Local 640 Iatse ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Employee Pension Benefit Plan Local 640 Iatse? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Printing Industry and Union Consolidated Pens Plan in PA ($124K, N/A participants).

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 116009100.

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.