Money Purchase · DOL Form 5500 · 2023

Board of Trustees, Iatse Local 38 Pension Fund Money Purchase Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
1,238
Participants Near avg headcount
82nd
Percentile by assets National rank
$29,230
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iatse Local 38 Pension Plan · Sponsored by Board of Trustees, Iatse Local 38 Pension Fund · Michigan · Professional & Technical Services

$36M in assets, 1,238 participants

Board of Trustees, Iatse Local 38 Pension Fund's Iatse Local 38 Pension Plan reported $36M in total assets and 1,238 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,771 in Professional & Technical Services (20,321 peers)

Where Iatse Local 38 Pension Plan sits by assets

Iatse Local 38 Pension Plan sits in the top quartile of all filed plans by assets, $36M for 1,238 participants (~$29,230/participant), up 0.4% in 2023.

#16,771
in Professional & Technical Services (20,321 peers)
+0.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Iatse Local 38 Pension Plan's outsized position by total assets

Iatse Local 38 Pension Plan vs every filed plan by assets

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

$36,186,554 Top 18% higher than 82% 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 38 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 38 Pension Plan lands in the large band (1,238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iatse Local 38 Pension Plan reported net income fell from $3M in the plan year 2022 filing to $42K in the plan year 2023 filing.
  • Iatse Local 38 Pension Plan reported participants fell from 1,250 in the plan year 2022 filing to 1,238 in the plan year 2023 filing.
  • Iatse Local 38 Pension Plan end-of-year assets rose from $36M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 382848288 · Board of Trustees, Iatse Local 38 Pension Fund PY 2023 · Money Purchase

Iatse Local 38 Pension Plan · $36M · 1,238 · 82nd

  • TYPE $36M
  • NET 1,238
  • BOOK 82nd
  • VS-ST Money Purchase
  • BOY near The Flying Tiger Line Inc. Variable Annuity Pension Plan for Pilots
  • SCH ind #16771

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 Professional & Technical Services retirement plans → · Plans in Michigan →

Iatse Local 38 Pension Plan in the asset neighbourhood

The Flying Tiger Line Inc. Variable Annuity Pension Plan for PilotsThe Flying Tiger Line Inc. V…$36MIatse Local 38 Pension Plan$36MMoney Purchase Retirement Plan of U.a. Local 716Money Purchase Retirement Pl…$36MCredit Agricole Corporate and Investment Bank Money Purchase Pension PlanCredit Agricole Corporate an…$36MCambridge University Press Retirement PlanCambridge University Press R…$36M
End-of-year total assets ($M) among Iatse Local 38 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$36M
Net Income$42K
Employer EIN382848288
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Iatse Local 38 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees, Iatse Local 38 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$36M 0.9817230478442867% vs 2022
2024 filing year
$36M$36.2M$36.4M$36.6M 202220232024 $36.1M $36.4M ▲ +1.0%
Year Plans Participants Total Assets
2022 1 1,250 $36M
2023 1 1,238 $36M
2024 1 1,002 $36M

Nearby Money Purchase Plans in Michigan

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Iatse Local 38 Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.5 Total assets ($B) Participants Iatse Local 38 Pension Plan, Total assets ($B): 0.036186554 · Participants: 1238Iatse Local 38 Pension PlanCentral Midwest Regional Council of Carpenters Defined Contribution Pension Plan, Total assets ($B): 1.421429732 · Participants: 31968Central Midwest Regional Council of Carpenters Defined Contribution Pension PlanMichigan Regional Council of Carpenters' Annuity Fund, Total assets ($B): 0.50045968 · Participants: 17454Michigan Regional Council of Carpenters' Annuity FundMillwrights' Local 1102 Supplemental Pension Fund, Total assets ($B): 0.305771293 · Participants: 2267Millwrights' Local 1102 Supplemental Pension FundOperating Engineers' Local 324, Defined Contribution Pension Plan, Total assets ($B): 0.236635964 · Participants: 7464Operating Engineers' Local 324, Defined Contribution Pension PlanP & M Holding Group, LLP & Affiliated Entities Pension Plan, Total assets ($B): 0.226480347 · Participants: 1081P & M Holding Group, LLP & Affiliated Entities Pension Plan
Iatse Local 38 Pension Plan vs. nearby Money Purchase plans in Michigan, assets vs. participants
Compare Iatse Local 38 Pension Plan side-by-side with 3 peers →

Iatse Local 38 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Michigan, the nearest Money Purchase by assets is The Flying Tiger Line Inc. Variable Annuity Pension Plan for Pilots in TN ($36M); by covered participants it is Hays Medical Center Employee's Pension Plan in KS (1,239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,238 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 38 Pension Plan assets move in 2023? ▼
Iatse Local 38 Pension Plan held essentially flat - up 0.4% during 2023, from $36M to $36M. Reported net income was $42K.
How have Board of Trustees, Iatse Local 38 Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Iatse Local 38 Pension Fund's sponsor-wide assets grew 1.0%, from $36M to $36M.
Where does Iatse Local 38 Pension Plan rank by assets among Form 5500 filers? ▼
Iatse Local 38 Pension Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Iatse Local 38 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The Flying Tiger Line Inc. Variable Annuity Pension Plan for Pilots in TN ($36M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Iatse Local 38 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Hays Medical Center Employee's Pension Plan in KS (1,239 participants, $88M 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 382848288.

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.