Money Purchase · DOL Form 5500 · 2023

Iatse Atlanta Annuity Trust Board of Trustees Money Purchase Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
661
Participants Below avg headcount
39th
Percentile by assets National rank
$5,776
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.a.T.S.E. Atlanta Annuity Trust · Sponsored by Iatse Atlanta Annuity Trust Board of Trustees · Tennessee · Finance & Insurance

$4M in assets, 661 participants

Iatse Atlanta Annuity Trust Board of Trustees's I.a.T.S.E. Atlanta Annuity Trust reported $4M in total assets and 661 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,461 in Finance & Insurance (8,869 peers)

Iatse Atlanta Annuity Trust Board of Trustees multi-year trail

Iatse Atlanta Annuity Trust Board of Trustees's plans moved +33.3% in assets from 2022 to 2024; this filing shows I.a.T.S.E. Atlanta Annuity Trust at $4M / 661 participants.

#2,461
in Finance & Insurance (8,869 peers)
+16.4%
assets growth YoY

I.a.T.S.E. Atlanta Annuity Trust's mid-pack asset rank among Finance & Insurance and all filers

I.a.T.S.E. Atlanta Annuity Trust vs every filed plan by assets

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

$3,818,099 39th percentile higher than 39% 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

I.a.T.S.E. Atlanta Annuity Trust 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. I.a.T.S.E. Atlanta Annuity Trust sits mid-pack in the medium band (661 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.a.T.S.E. Atlanta Annuity Trust reported net income rose from $344K in the plan year 2022 filing to $541K in the plan year 2023 filing.
  • I.a.T.S.E. Atlanta Annuity Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • I.a.T.S.E. Atlanta Annuity Trust reported participants rose from 622 in the plan year 2022 filing to 661 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 582436601 · Iatse Atlanta Annuity Trust Board of Trustees PY 2023 · Money Purchase

I.a.T.S.E. Atlanta Annuity Trust · $4M · 661 · 39th

  • PART $4M
  • TYPE 661
  • NET 39th
  • BOOK Money Purchase
  • VS-ST near The Becnel Company Money Purchase Pension Plan
  • BOY ind #2461

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 Finance & Insurance retirement plans → · Plans in Tennessee →

I.a.T.S.E. Atlanta Annuity Trust in the asset neighbourhood

Retirement Trust of Middle District Chapter 13 Offices (Greensboro)Retirement Trust of Middle D…$4MI.a.T.S.E. Atlanta Annuity TrustI.a.T.S.E. Atlanta Annuity T…$4MThe Becnel Company Money Purchase Pension PlanThe Becnel Company Money Pur…$4MH. G. H. Electric Money Purchase Pension PlanH. G. H. Electric Money Purc…$4MDr. Jose R. Cumba Retirement PlanDr. Jose R. Cumba Retirement…$4M
End-of-year total assets ($M) among I.a.T.S.E. Atlanta Annuity Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Iatse Atlanta Annuity Trust Board of Trustees multi-year asset trail

Sponsor-wide plan assets over time

All Iatse Atlanta Annuity Trust Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.330740896964684% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.28M $4.37M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 622 $3M
2023 1 661 $4M
2024 1 581 $4M

Iatse Atlanta Annuity Trust Board of Trustees filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$541K
Employer EIN582436601
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Tennessee

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

I.a.T.S.E. Atlanta Annuity Trust vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.52 Total assets ($B) Participants I.a.T.S.E. Atlanta Annuity Trust, Total assets ($B): 0.003818099 · Participants: 661I.a.T.S.E. Atlanta Annuity TrustSouthern Electrical Retirement Fund, Total assets ($B): 1.903808868 · Participants: 11228Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.378665018 · Participants: 2004IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity Fund
I.a.T.S.E. Atlanta Annuity Trust vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare I.a.T.S.E. Atlanta Annuity Trust side-by-side with 3 peers →

I.a.T.S.E. Atlanta Annuity Trust's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is The Becnel Company Money Purchase Pension Plan in FL ($4M); by covered participants it is IBEW Local Union 375 Electricians' Retirement Plan in PA (658 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (661 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 I.a.T.S.E. Atlanta Annuity Trust assets move in 2023? ▼
I.a.T.S.E. Atlanta Annuity Trust grew sharply - up 16.4% during 2023, from $3M to $4M. Reported net income was $541K.
How have Iatse Atlanta Annuity Trust Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iatse Atlanta Annuity Trust Board of Trustees's sponsor-wide assets grew 33.3%, from $3M to $4M.
Which Money Purchase plans are similar in size to I.a.T.S.E. Atlanta Annuity Trust? ▼
Among Money Purchase plans in other states, the closest by assets is The Becnel Company Money Purchase Pension Plan in FL ($4M, 5 participants).
Which Money Purchase plans cover a similar participant headcount to I.a.T.S.E. Atlanta Annuity Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local Union 375 Electricians' Retirement Plan in PA (658 participants, $170M 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 582436601.

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.