Defined Benefit (Pension) · DOL Form 5500 · 2024

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

Data updated 2026-08-06

$673M
Total assets
13,243
Participants
98th
Percentile by assets
$50,837
Avg per participant
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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.

  • 98th percentile by assets (of 116,472 plans)

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 ~795 per filing). Assets: $673M.

$673M
total plan assets (2024 EOY)
13,243
covered participants
98th
percentile by assets (of 116,472 plans)
$50,837
avg assets per participant

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 →

State
New York
Industry
Arts, Entertainment & Recreation

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. I. a. T. S. E. National Pension Fund reports 13,243 participants - 17x that state average ($673M EOY assets).

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)

$500M$550M$600M$650M$700M 202220232024 $552M $673M ▲ +21.9%
Total plan assets by year, all Board of Trustees I.a.T.S.E. National Pension Fund plans on file
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

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. Natio…IBM Personal Pension…1199seiu Health Care…Consolidated Edison …Pfizer Consolidated …GE 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 →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to I. a. T. S. E. National Pension Fund by total assets, not by location.

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 116,472 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).

Next read for I. a. T. S. E. National Pension Fund

Filing takeaways

Ways to act on I. a. T. S. E. National Pension Fund's numbers.

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.