401(k) · DOL Form 5500 · 2024
Board of Trustees I.a.T.S.E. Annuity Fund 401(k) Plan
Data updated 2026-08-11
- $1.4B
- Total assets
- 97,266
- Participants
- 99th
- Percentile by assets
- $14,652
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $1.4B
- total plan assets (2024 EOY)
- 97,266
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $14,652
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. I.a.T.S.E. Annuity Fund reports 97,266 participants - 122x that state average ($1.4B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $146M |
| Employer EIN | 133088691 |
| Plan Effective Date | 1973-09-21 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees I.a.T.S.E. Annuity Fund)
| 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
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to I.a.T.S.E. Annuity Fund by total assets, not by location.
- Umass Memorial Health Care 401(k) Plan (MA) $1.4B · 13,351
- Uber Technologies, Inc. 401(k) Plan (CA) $1.4B · 10,014
- Jackson National Life Insurance Company Defined Contribution Plan (MI) $1.4B · 3,834
- Blue Cross and Blue Shield of North Carolina 401(k) Plan (NC) $1.4B · 5,572
Frequently Asked Questions
How did I.a.T.S.E. Annuity Fund assets move in 2024? ▼
How have Board of Trustees I.a.T.S.E. Annuity Fund plan assets changed over time? ▼
Where does I.a.T.S.E. Annuity Fund rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to I.a.T.S.E. Annuity Fund? ▼
Next read for I.a.T.S.E. Annuity Fund
Filing takeaways
Ways to act on I.a.T.S.E. Annuity Fund's numbers.
- By total assets, I.a.T.S.E. Annuity Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Board of Trustees I.a.T.S.E. Annuity Fund's sponsor-wide assets have grown 24.4% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans