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 2026-08-25

$665M
Total assets Above avg plan size
2,004
Participants Near avg headcount
98th
Percentile by assets National rank
$331,753
Avg per participant High balance/head
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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.

  • #2,900 in Arts, Entertainment & Recreation (2,921 peers)

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 ~798 per filing). Assets: $665M.

#2,900
in Arts, Entertainment & Recreation (2,921 peers)
+5.7%
assets growth YoY
6.7×
vs typical plan assets (national mean)

Pension Fund of Local No. One of I. a. T. S. E.'s outsized position by total assets

Pension Fund of Local No. One of I. a. T. S. E. vs every filed plan by assets

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

$664,832,185 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

Pension Fund of Local No. One of I. a. T. S. E.'s large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Fund of Local No. One of I. a. T. S. E. lands in the large band (2,004 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

DOL schedule card

Filing strip 136414973 · Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E. PY 2024 · Defined Benefit (Pension)

Pension Fund of Local No. One of I. a. T. S. E. · $665M · 2,004 · 98th

  • EIN $665M
  • RANK 2,004
  • PHOTO 98th
  • IND Defined Benefit (Pension)
  • EOY near Structural Iw Local #1 Pension Plan
  • 5500 ind #2900

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 →

Pension Fund of Local No. One of I. a. T. S. E. in the asset neighbourhood

Penske Cash Balance Benefit PlanPenske Cash Balance Benefit …$668MSanofi US Group Pension Plan$668MAdm Retirement Plan$667MPension Fund of Local No. One of I. a. T. S. E.Pension Fund of Local No. On…$665MStructural Iw Local #1 Pension PlanStructural Iw Local #1 Pensi…$664M
End-of-year total assets ($M) among Pension Fund of Local No. One of I. a. T. S. E. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$629M
Net Assets (End of Year)$658M
Net Income$40M
Employer EIN136414973
Plan Effective Date1962-12-19
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E. plans reported in each filing year

Latest sponsor-wide plan assets
$665M 12.094105426163543% vs 2022
2024 filing year
$550M$600M$650M$700M 202220232024 $593M $665M ▲ +12.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Pension Fund of Local No. One of I. a. T. S. E., Total assets ($B): 0.664832185 · Participants: 2004Pension Fund of Local No. One of I. a. T. S. E.IBM 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
Pension Fund of Local No. One of I. a. T. S. E. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Fund of Local No. One of I. a. T. S. E. side-by-side with 3 peers →

Pension Fund of Local No. One of I. a. T. S. E.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Structural Iw Local #1 Pension Plan in IL ($664M); by covered participants it is Ahold USA, Inc. Pension Plan in MA (2,001 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($665M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,004 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 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 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Fund of Local No. One of I. a. T. S. E.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ahold USA, Inc. Pension Plan in MA (2,001 participants, $566M 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 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.