Defined Benefit (Pension) · DOL Form 5500 · 2024

Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a. Pension Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
134
Participants Small participant base
88th
Percentile by assets National rank
$539,992
Avg per participant High balance/head
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Official DOL plan name: I.a.T.S.E. Staff Retirement Fund · Sponsored by Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a. · New York · Arts, Entertainment & Recreation

$72M in assets, 134 participants

Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a.'s I.a.T.S.E. Staff Retirement Fund reported $72M in total assets and 134 participants in its 2024 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.

  • #2,733 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in New York

I.a.T.S.E. Staff Retirement Fund covers 134 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $72M.

#2,733
in Arts, Entertainment & Recreation (2,921 peers)
+12.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

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

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

$72,358,942 Top 12% higher than 88% 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. Staff Retirement Fund among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.a.T.S.E. Staff Retirement Fund sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.a.T.S.E. Staff Retirement Fund end-of-year assets rose from $65M in the plan year 2023 filing to $72M in the plan year 2024 filing.
  • I.a.T.S.E. Staff Retirement Fund reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • I.a.T.S.E. Staff Retirement Fund reported participants rose from 121 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 131575490 · Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a. PY 2024 · Defined Benefit (Pension)

I.a.T.S.E. Staff Retirement Fund · $72M · 134 · 88th

  • RANK $72M
  • PHOTO 134
  • IND 88th
  • EOY Defined Benefit (Pension)
  • 5500 near Upper Peninsula Plumbers & Pipefitters Pension Plan
  • ASSETS ind #2733

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. Staff Retirement Fund in the asset neighbourhood

Carpenters Local No 491 Pension PlanCarpenters Local No 491 Pens…$73MUpper Peninsula Plumbers & Pipefitters Pension PlanUpper Peninsula Plumbers & P…$72MI.a.T.S.E. Staff Retirement FundI.a.T.S.E. Staff Retirement …$72MRetirement Plan for Employees of Sargent Manufacturing Company and Amstar Electronics GroupRetirement Plan for Employee…$72MUsw District 10, Local 286, Pension PlanUsw District 10, Local 286, …$72M
End-of-year total assets ($M) among I.a.T.S.E. Staff Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$72M
Net Income$8M
Employer EIN131575490
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a.)

Sponsor-wide plan assets over time

All Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 29.74509038278069% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.8M $72.4M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 95 $56M
2023 1 121 $65M
2024 1 134 $72M

Nearby Defined Benefit (Pension) Plans in New York

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

I.a.T.S.E. Staff Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants I.a.T.S.E. Staff Retirement Fund, Total assets ($B): 0.072358942 · Participants: 134I.a.T.S.E. Staff Retirement FundIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
I.a.T.S.E. Staff Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare I.a.T.S.E. Staff Retirement Fund side-by-side with 3 peers →

I.a.T.S.E. Staff Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Upper Peninsula Plumbers & Pipefitters Pension Plan in WI ($72M); by covered participants it is The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina in TX (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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. Staff Retirement Fund assets move in 2024? ▼
I.a.T.S.E. Staff Retirement Fund grew at a solid clip - up 12.2% during 2024, from $65M to $72M. Reported net income was $8M.
How have Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a.'s sponsor-wide assets grew 29.7%, from $56M to $72M.
Where does I.a.T.S.E. Staff Retirement Fund rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Staff Retirement Fund ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to I.a.T.S.E. Staff Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Upper Peninsula Plumbers & Pipefitters Pension Plan in WI ($72M, 182 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.a.T.S.E. Staff Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Si Group, Inc. Pension Plan for Represented Employees in Orangeburg, South Carolina in TX (134 participants, $22M 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 131575490.

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.