Defined Benefit (Pension) · DOL Form 5500 · 2023

Iatse Local 11, Pension Fund Pension Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
376
Participants Below avg headcount
88th
Percentile by assets National rank
$169,807
Avg per participant Above avg balance/head
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Official DOL plan name: Pension Fund of Local 11, Iatse · Sponsored by Iatse Local 11, Pension Fund · Massachusetts · Arts, Entertainment & Recreation

$64M in assets, 376 participants

Iatse Local 11, Pension Fund's Pension Fund of Local 11, Iatse reported $64M in total assets and 376 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #2,755 in Arts, Entertainment & Recreation (2,945 peers)

Where Pension Fund of Local 11, Iatse sits by assets

Pension Fund of Local 11, Iatse sits in the top quartile of all filed plans by assets, $64M for 376 participants (~$169,807/participant), up 11.6% in 2023.

#2,755
in Arts, Entertainment & Recreation (2,945 peers)
+11.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Pension Fund of Local 11, Iatse's outsized position by total assets

Pension Fund of Local 11, Iatse vs every filed plan by assets

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

$63,847,543 Top 12% higher than 88% 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

Pension Fund of Local 11, Iatse 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. Pension Fund of Local 11, Iatse sits mid-pack in the medium band (376 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Fund of Local 11, Iatse reported net income rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Pension Fund of Local 11, Iatse reported participants rose from 311 in the plan year 2022 filing to 376 in the plan year 2023 filing.
  • Pension Fund of Local 11, Iatse end-of-year assets rose from $57M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 046211188 · Iatse Local 11, Pension Fund PY 2023 · Defined Benefit (Pension)

Pension Fund of Local 11, Iatse · $64M · 376 · 88th

  • RANK $64M
  • RANK 376
  • RANK 88th
  • RANK Defined Benefit (Pension)
  • RANK near Cape Regional Health System, Inc. Pension Plan
  • RANK ind #2755

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 Massachusetts →

Pension Fund of Local 11, Iatse in the asset neighbourhood

International Union of Elevator Constructors Officers and Employees Pension PlanInternational Union of Eleva…$64MSaks Fifth Avenue Pension PlanSaks Fifth Avenue Pension Pl…$64MPension Fund of Local 11, IatsePension Fund of Local 11, Ia…$64MCape Regional Health System, Inc. Pension PlanCape Regional Health System,…$64MThe Retirement Plan for Employees of Thomaston Savings BankThe Retirement Plan for Empl…$64M
End-of-year total assets ($M) among Pension Fund of Local 11, Iatse and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$64M
Net Income$7M
Employer EIN046211188
Plan Effective Date1966-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iatse Local 11, Pension Fund)

Sponsor-wide plan assets over time

All Iatse Local 11, Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$67M 16.301618025132214% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $57.2M $66.5M ▲ +16.3%
Year Plans Participants Total Assets
2022 1 311 $57M
2023 1 376 $64M
2024 1 454 $67M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Pension Fund of Local 11, Iatse vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pension Fund of Local 11, Iatse, Total assets ($B): 0.063847543 · Participants: 376Pension Fund of Local 11, IatseConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Pension Fund of Local 11, Iatse vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Pension Fund of Local 11, Iatse side-by-side with 3 peers →

Pension Fund of Local 11, Iatse's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Cape Regional Health System, Inc. Pension Plan in NJ ($64M); by covered participants it is Sanford Health Employees' Pension Plan in SD (376 participants). Same-state nearby plans are listed separately above.

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 Pension Fund of Local 11, Iatse assets move in 2023? ▼
Pension Fund of Local 11, Iatse grew at a solid clip - up 11.6% during 2023, from $57M to $64M. Reported net income was $7M.
How have Iatse Local 11, Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iatse Local 11, Pension Fund's sponsor-wide assets grew 16.3%, from $57M to $67M.
Where does Pension Fund of Local 11, Iatse rank by assets among Form 5500 filers? ▼
Pension Fund of Local 11, Iatse ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Pension Fund of Local 11, Iatse? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cape Regional Health System, Inc. Pension Plan in NJ ($64M, 254 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Fund of Local 11, Iatse? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sanford Health Employees' Pension Plan in SD (376 participants, $236M 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 046211188.

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.