401(k) · DOL Form 5500 · 2024

Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
5,959
Participants Above avg headcount
86th
Percentile by assets National rank
$9,949
Avg per participant Low balance/head
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Official DOL plan name: Annuity Fund of Stage Employees Local 4 Iatse · Sponsored by Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse · New Jersey · Information & Media

$59M in assets, 5,959 participants

Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse's Annuity Fund of Stage Employees Local 4 Iatse reported $59M in total assets and 5,959 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #2,277 in Information & Media (2,822 peers)

Coverage in New Jersey

Annuity Fund of Stage Employees Local 4 Iatse covers 5,959 participants in New Jersey, 7.1x the typical New Jersey plan (state average ~844 per filing). Assets: $59M.

#2,277
in Information & Media (2,822 peers)
+18.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Annuity Fund of Stage Employees Local 4 Iatse's outsized position by total assets

Annuity Fund of Stage Employees Local 4 Iatse vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$59,288,028 Top 14% higher than 86% of 123,620 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 2024

Annuity Fund of Stage Employees Local 4 Iatse's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Fund of Stage Employees Local 4 Iatse lands in the large band (5,959 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Annuity Fund of Stage Employees Local 4 Iatse reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Annuity Fund of Stage Employees Local 4 Iatse reported participants rose from 4,909 in the plan year 2023 filing to 5,959 in the plan year 2024 filing.
  • Annuity Fund of Stage Employees Local 4 Iatse end-of-year assets rose from $50M in the plan year 2023 filing to $59M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 112613347 · Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse PY 2024 · 401(k)

Annuity Fund of Stage Employees Local 4 Iatse · $59M · 5,959 · 86th

  • EIN $59M
  • EIN 5,959
  • EIN 86th
  • EIN 401(k)
  • EIN near Domino Americas Retirement and 401(k) Savings Plan
  • EIN ind #2277

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 Information & Media retirement plans → · Plans in New Jersey →

Annuity Fund of Stage Employees Local 4 Iatse in the asset neighbourhood

Osborn Maledon, P.a. Defined Contribution Prototype Plan and Trust AgreementOsborn Maledon, P.a. Defined…$59MAnnuity Fund of Stage Employees Local 4 IatseAnnuity Fund of Stage Employ…$59MDomino Americas Retirement and 401(k) Savings PlanDomino Americas Retirement a…$59MAgile Sports Technologies, Inc. 401(k) Profit Sharing PlanAgile Sports Technologies, I…$59MManning Gross + Massenburg LLP 401(k) Profit Sharing PlanManning Gross + Massenburg L…$59M
End-of-year total assets ($M) among Annuity Fund of Stage Employees Local 4 Iatse and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$59M
Net Income$9M
Employer EIN112613347
Plan Effective Date1982-08-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse)

Sponsor-wide plan assets over time

All Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse plans reported in each filing year

Latest sponsor-wide plan assets
$59M 39.410192736005335% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $42.5M $59.3M ▲ +39.4%
Year Plans Participants Total Assets
2022 1 4,548 $43M
2023 1 4,909 $50M
2024 1 5,959 $59M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Annuity Fund of Stage Employees Local 4 Iatse vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Annuity Fund of Stage Employees Local 4 Iatse, Total assets ($B): 0.059288028 · Participants: 5959Annuity Fund of Stage Employees Local 4 IatseJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Annuity Fund of Stage Employees Local 4 Iatse vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Annuity Fund of Stage Employees Local 4 Iatse side-by-side with 3 peers →

Scale composition for Annuity Fund of Stage Employees Local 4 Iatse

Annuity Fund of Stage Employees Local 4 Iatse reports $59M in end-of-year assets across 5,959 participants (0.000% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $9,949 per participant (7% of the national average assets-per-participant) . Net income for plan year 2024 was $9M.

This plan identity (EIN 112613347, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $43M to $59M (+39.4%) while covered participants moved from 4,548 to 5,959 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 4,548 $43M Open filing
2023 4,909 $50M Open filing
2024 · index core 5,959 $59M This page

Annuity Fund of Stage Employees Local 4 Iatse's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Domino Americas Retirement and 401(k) Savings Plan in IL ($59M); by covered participants it is Wabash National Corp. 401(k) Plan in IN (5,960 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,959 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Annuity Fund of Stage Employees Local 4 Iatse assets move in 2024? ▼
Annuity Fund of Stage Employees Local 4 Iatse grew sharply - up 18.7% during 2024, from $50M to $59M. Reported net income was $9M.
How have Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse's sponsor-wide assets grew 39.4%, from $43M to $59M.
Where does Annuity Fund of Stage Employees Local 4 Iatse rank by assets among Form 5500 filers? ▼
Annuity Fund of Stage Employees Local 4 Iatse ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Annuity Fund of Stage Employees Local 4 Iatse? ▼
Among 401(k) plans in other states, the closest by assets is Domino Americas Retirement and 401(k) Savings Plan in IL ($59M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Annuity Fund of Stage Employees Local 4 Iatse? ▼
Among 401(k) plans in other states, the closest by covered participants is Wabash National Corp. 401(k) Plan in IN (5,960 participants, $312M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112613347.

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.