401(k) · DOL Form 5500 · 2024

Board of Trustees I.a.T.S.E. Annuity Fund 401(k) Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
97,266
Participants Very large workforce
99th
Percentile by assets National rank
$14,652
Avg per participant Low balance/head
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Official DOL plan name: I.a.T.S.E. Annuity Fund · Sponsored by Board of Trustees I.a.T.S.E. Annuity Fund · New York · Arts, Entertainment & Recreation

$1.4B in assets, 97,266 participants

Board of Trustees I.a.T.S.E. Annuity Fund's I.a.T.S.E. Annuity Fund reported $1.4B in total assets and 97,266 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #2,912 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in New York

I.a.T.S.E. Annuity Fund covers 97,266 participants in New York, 122x the typical New York plan (state average ~798 per filing). Assets: $1.4B.

#2,912
in Arts, Entertainment & Recreation (2,921 peers)
+11.4%
assets growth YoY
14×
vs typical plan assets (national mean)

I.a.T.S.E. Annuity Fund's outsized position by total assets

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

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

$1,425,167,499 Top 1% higher than 99% 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

I.a.T.S.E. Annuity Fund's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.a.T.S.E. Annuity Fund is a mega filing (97,266 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.a.T.S.E. Annuity Fund end-of-year assets rose from $1.3B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
  • I.a.T.S.E. Annuity Fund reported net income rose from $133M in the plan year 2023 filing to $146M in the plan year 2024 filing.
  • I.a.T.S.E. Annuity Fund reported participants rose from 96,657 in the plan year 2023 filing to 97,266 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133088691 · Board of Trustees I.a.T.S.E. Annuity Fund PY 2024 · 401(k)

I.a.T.S.E. Annuity Fund · $1.4B · 97,266 · 99th

  • 5500 $1.4B
  • ASSETS 97,266
  • PCT 99th
  • EIN 401(k)
  • RANK near Umass Memorial Health Care 401(k) Plan
  • PHOTO ind #2912

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 →

I.a.T.S.E. Annuity Fund in the asset neighbourhood

I.a.T.S.E. Annuity Fund$1.4BUmass Memorial Health Care 401(k) PlanUmass Memorial Health Care 4…$1.4BUber Technologies, Inc. 401(k) PlanUber Technologies, Inc. 401(…$1.4BJackson National Life Insurance Company Defined Contribution PlanJackson National Life Insura…$1.4BBlue Cross and Blue Shield of North Carolina 401(k) PlanBlue Cross and Blue Shield o…$1.4B
End-of-year total assets ($B) among I.a.T.S.E. Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.4B
Net Income$146M
Employer EIN133088691
Plan Effective Date1973-09-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees I.a.T.S.E. Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees I.a.T.S.E. Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 24.40897788410113% vs 2022
2024 filing year
$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.15B $1.43B ▲ +24.3%
Year Plans Participants Total Assets
2022 1 83,976 $1.1B
2023 1 96,657 $1.3B
2024 1 97,266 $1.4B

Nearby 401(k) Plans in New York

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

I.a.T.S.E. Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants I.a.T.S.E. Annuity Fund, Total assets ($B): 1.425167499 · Participants: 97266I.a.T.S.E. Annuity FundIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
I.a.T.S.E. Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare I.a.T.S.E. Annuity Fund side-by-side with 3 peers →

Scale composition for I.a.T.S.E. Annuity Fund

I.a.T.S.E. Annuity Fund reports $1.4B in end-of-year assets across 97,266 participants (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.10% of 93,925,755 covered participants) - about $14,652 per participant (11% of the national average assets-per-participant) . Net income for plan year 2024 was $146M.

This plan identity (EIN 133088691, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.4B (+24.4%) while covered participants moved from 83,976 to 97,266 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 83,976 $1.1B Open filing
2023 96,657 $1.3B Open filing
2024 · index core 97,266 $1.4B This page

I.a.T.S.E. Annuity Fund's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Umass Memorial Health Care 401(k) Plan in MA ($1.4B); by covered participants it is Lockheed Martin Corporation Salaried Savings Plan in MD (96,812 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97,266 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 I.a.T.S.E. Annuity Fund assets move in 2024? ▼
I.a.T.S.E. Annuity Fund grew at a solid clip - up 11.4% during 2024, from $1.3B to $1.4B. Reported net income was $146M.
How have Board of Trustees I.a.T.S.E. Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees I.a.T.S.E. Annuity Fund's sponsor-wide assets grew 24.4%, from $1.1B to $1.4B.
Where does I.a.T.S.E. Annuity Fund rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Annuity Fund ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to I.a.T.S.E. Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is Umass Memorial Health Care 401(k) Plan in MA ($1.4B, 13,351 participants).
Which 401(k) plans cover a similar participant headcount to I.a.T.S.E. Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Lockheed Martin Corporation Salaried Savings Plan in MD (96,812 participants, $51.4B 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 133088691.

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.