Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E. Pension Plan

Data updated 2026-08-06

$665M
Total assets: 2,004
Participants: 98th
Percentile by assets: $331,753
Avg per participant

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

$665M in assets, 2,004 participants

Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E.'s Pension Fund of Local No. One of I. a. T. S. E. reported $665M in total assets and 2,004 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

Pension Fund of Local No. One of I. a. T. S. E. covers 2,004 participants in New York, 2.5x the typical New York plan (state average ~795 per filing). Assets: $665M.

$665M
total plan assets (2024 EOY): 2,004
covered participants: 98th
percentile by assets (of 116,472 plans): $331,753
avg assets per participant

Pension Fund of Local No. One of I. a. T. S. E. reported participants rose from 1,383 in the plan year 2023 filing to 2,004 in the plan year 2024 filing.
Pension Fund of Local No. One of I. a. T. S. E. reported net income rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
Pension Fund of Local No. One of I. a. T. S. E. end-of-year assets rose from $629M in the plan year 2023 filing to $665M 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. Pension Fund of Local No. One of I. a. T. S. E. reports 2,004 participants - 2.5x that state average ($665M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$629M
Net Assets (End of Year)	$658M
Net Income	$40M
Employer EIN	136414973
Plan Effective Date	1962-12-19
Filing Status	FILING RECEIVED

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

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

Year	Plans	Participants	Total Assets
2022	1	1,360	$593M
2023	1	1,383	$629M
2024	1	2,004	$665M

Nearby Defined Benefit (Pension) Plans in New York

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

Pension Fund of Local No. One of I. a. T. S. E. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

IBM Personal Pension Plan $17.9B · 48,014
1199seiu Health Care Employees Pension Fund $16.9B · 111,833
Consolidated Edison Retirement Plan $15.6B · 10,608
Pfizer Consolidated Pension Plan $10.0B · 8,876
GE Energy Pension Plan $8.9B · 5,829

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

Similar-Sized Defined Benefit (Pension) Plans Nationally

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

Structural Iw Local #1 Pension Plan (IL) $664M · 1,224
Adm Retirement Plan (IL) $667M · 8,042
Sanofi US Group Pension Plan (NJ) $668M · 1,139
Penske Cash Balance Benefit Plan (PA) $668M · 20,195

Frequently Asked Questions

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

Pension Fund of Local No. One of I. a. T. S. E. grew at a solid clip - up 5.7% during 2024, from $629M to $665M. Reported net income was $40M.

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

Across 3 plan years on file (2022-2024), Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E.'s sponsor-wide assets grew 12.1%, from $593M to $665M.

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

Pension Fund of Local No. One of I. a. T. S. E. 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 Pension Fund of Local No. One of I. a. T. S. E.? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Structural Iw Local #1 Pension Plan in IL ($664M, 1,224 participants).

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

Filing takeaways

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

By total assets, Pension Fund of Local No. One of I. a. T. S. E. ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E.'s sponsor-wide assets have grown 12.1% 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 136414973.

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.