401(k) · DOL Form 5500 · 2024

Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. 401(k) Plan

Data updated 2026-07-24

$1.2B
Total assets: 20,955
Participants: 99th
Percentile by assets: $56,458
Avg per participant

Official DOL plan name: Annuity Fund of Local No. One, I. a. T. S. E. · Sponsored by Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. · New York · Arts, Entertainment & Recreation

$1.2B in assets, 20,955 participants

Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E.'s Annuity Fund of Local No. One, I. a. T. S. E. reported $1.2B in total assets and 20,955 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 116,472 plans)

Coverage in New York

Annuity Fund of Local No. One, I. a. T. S. E. covers 20,955 participants in New York, 26x the typical New York plan (state average ~795 per filing). Assets: $1.2B.

$1.2B
total plan assets (2024 EOY): 20,955
covered participants: 99th
percentile by assets (of 116,472 plans): $56,458
avg assets per participant

Annuity Fund of Local No. One, I. a. T. S. E. end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
Annuity Fund of Local No. One, I. a. T. S. E. reported net income fell from $119M in the plan year 2023 filing to $108M in the plan year 2024 filing.
Annuity Fund of Local No. One, I. a. T. S. E. reported participants rose from 19,326 in the plan year 2023 filing to 20,955 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. Annuity Fund of Local No. One, I. a. T. S. E. reports 20,955 participants - 26x that state average ($1.2B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$1.1B
Net Assets (End of Year)	$1.2B
Net Income	$108M
Employer EIN	133022965
Plan Effective Date	1980-02-29
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E.)

Total plan assets by year, all Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. plans on file

Year	Plans	Participants	Total Assets
2022	1	18,383	$956M
2023	1	19,326	$1.1B
2024	1	20,955	$1.2B

Nearby 401(k) Plans in New York

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

Annuity Fund of Local No. One, I. a. T. S. E. 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

Compare Annuity Fund of Local No. One, I. a. T. … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Annuity Fund of Local No. One, I. a. T. S. E. by total assets, not by location.

Blue 401(k) Plan (WA) $1.2B · 10,830
Spirit Airlines, Inc. Pilots' Retirement Savings Plan (FL) $1.2B · 3,521
Flowserve Corporation Retirement Savings Plan (TX) $1.2B · 4,676
Virtua 401(k) Savings Plan (NJ) $1.2B · 12,936

Frequently Asked Questions

How did Annuity Fund of Local No. One, I. a. T. S. E. assets move in 2024? ▼

Annuity Fund of Local No. One, I. a. T. S. E. grew at a solid clip - up 10.0% during 2024, from $1.1B to $1.2B. Reported net income was $108M.

How have Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E.'s sponsor-wide assets grew 23.7%, from $956M to $1.2B.

Where does Annuity Fund of Local No. One, I. a. T. S. E. rank by assets among Form 5500 filers? ▼

Annuity Fund of Local No. One, I. a. T. S. E. ranks in the 99th percentile by end-of-year assets among 116,472 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 Annuity Fund of Local No. One, I. a. T. S. E.? ▼

Among 401(k) plans in other states, the closest by assets is Blue 401(k) Plan in WA ($1.2B, 10,830 participants).

Next read for Annuity Fund of Local No. One, I. a. T. …

Filing takeaways

Ways to act on Annuity Fund of Local No. One, I. a. T. S. E.'s numbers.

By total assets, Annuity Fund of Local No. One, I. a. T. S. E. 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, Annuity Fund of Local No. One, I.a.T.S.E.'s sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans

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 133022965.

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.