Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees I.a.T.S.E. National Pension Fund Pension Plan

Data updated 2026-08-25

$673M
Total assets Above avg plan size
13,243
Participants Very large workforce
98th
Percentile by assets National rank
$50,837
Avg per participant Low balance/head
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Official DOL plan name: I. a. T. S. E. National Pension Fund · Sponsored by Board of Trustees I.a.T.S.E. National Pension Fund · New York · Arts, Entertainment & Recreation

$673M in assets, 13,243 participants

Board of Trustees I.a.T.S.E. National Pension Fund's I. a. T. S. E. National Pension Fund reported $673M in total assets and 13,243 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #2,901 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in New York

I. a. T. S. E. National Pension Fund covers 13,243 participants in New York, 17x the typical New York plan (state average ~798 per filing). Assets: $673M.

#2,901
in Arts, Entertainment & Recreation (2,921 peers)
+6.9%
assets growth YoY
6.8×
vs typical plan assets (national mean)

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

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

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

$673,239,080 Top 2% higher than 98% 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. National Pension 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. National Pension Fund is a mega filing (13,243 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. National Pension Fund reported participants fell from 16,809 in the plan year 2023 filing to 13,243 in the plan year 2024 filing.
  • I. a. T. S. E. National Pension Fund reported net income fell from $53M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • I. a. T. S. E. National Pension Fund end-of-year assets rose from $630M in the plan year 2023 filing to $673M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 131849172 · Board of Trustees I.a.T.S.E. National Pension Fund PY 2024 · Defined Benefit (Pension)

I. a. T. S. E. National Pension Fund · $673M · 13,243 · 98th

  • EIN $673M
  • EIN 13,243
  • EIN 98th
  • EIN Defined Benefit (Pension)
  • EIN near Legacy Allergan, Inc. Pension Plan
  • EIN ind #2901

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. National Pension Fund in the asset neighbourhood

Assurant Pension Plan$676MShriners Hospitals for Children Employees' Retirement PlanShriners Hospitals for Child…$675MLegacy Allergan, Inc. Pension PlanLegacy Allergan, Inc. Pensio…$674MI. a. T. S. E. National Pension FundI. a. T. S. E. National Pens…$673MHoward University Employees' Retirement PlanHoward University Employees'…$670M
End-of-year total assets ($M) among I. a. T. S. E. National Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$630M
Net Assets (End of Year)$658M
Net Income$46M
Employer EIN131849172
Plan Effective Date1957-05-31
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$673M 21.90913523036296% vs 2022
2024 filing year
$500M$550M$600M$650M$700M 202220232024 $552M $673M ▲ +21.9%
Year Plans Participants Total Assets
2022 1 14,278 $552M
2023 1 16,809 $630M
2024 1 13,243 $673M

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. National Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -505101520 Total assets ($B) Participants I. a. T. S. E. National Pension Fund, Total assets ($B): 0.67323908 · Participants: 13243I. a. T. S. E. National Pension 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. National Pension Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare I. a. T. S. E. National Pension Fund side-by-side with 3 peers →

Scale composition for I. a. T. S. E. National Pension Fund

I. a. T. S. E. National Pension Fund reports $673M in end-of-year assets across 13,243 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $50,837 per participant (37% of the national average assets-per-participant) . Net income for plan year 2024 was $46M.

This plan identity (EIN 131849172, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $552M to $673M (+21.9%) while covered participants moved from 14,278 to 13,243 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 14,278 $552M Open filing
2023 16,809 $630M Open filing
2024 · index core 13,243 $673M This page

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Legacy Allergan, Inc. Pension Plan in IL ($674M); by covered participants it is Metlife Retirement Plan in NJ (13,263 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($673M here).

Similar participant headcount

Nearest other-state filings by covered participants (13,243 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. National Pension Fund assets move in 2024? ▼
I. a. T. S. E. National Pension Fund grew at a solid clip - up 6.9% during 2024, from $630M to $673M. Reported net income was $46M.
How have Board of Trustees I.a.T.S.E. National Pension Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees I.a.T.S.E. National Pension Fund's sponsor-wide assets grew 21.9%, from $552M to $673M.
Where does I. a. T. S. E. National Pension Fund rank by assets among Form 5500 filers? ▼
I. a. T. S. E. National Pension Fund ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to I. a. T. S. E. National Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Legacy Allergan, Inc. Pension Plan in IL ($674M, 241 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I. a. T. S. E. National Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Metlife Retirement Plan in NJ (13,263 participants, $7.9B 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 131849172.

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.