Money Purchase · DOL Form 5500 · 2024
Iatse Local 8 Annuity Fund Money Purchase Plan
Data updated 2026-08-25
- $69M
- Total assets Below avg plan size
- 3,078
- Participants Above avg headcount
- 87th
- Percentile by assets National rank
- $22,545
- Avg per participant Low balance/head
Official DOL plan name: Iatse Local 8 Annuity Fund · Sponsored by Iatse Local 8 Annuity Fund · Pennsylvania · Arts, Entertainment & Recreation
$69M in assets, 3,078 participants
Iatse Local 8 Annuity Fund's Iatse Local 8 Annuity Fund reported $69M in total assets and 3,078 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,727 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Pennsylvania
Iatse Local 8 Annuity Fund covers 3,078 participants in Pennsylvania, 3.7x the typical Pennsylvania plan (state average ~822 per filing). Assets: $69M.
- #2,727
- in Arts, Entertainment & Recreation (2,921 peers)
- +9.4%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Iatse Local 8 Annuity Fund's outsized position by total assets
Iatse Local 8 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$69,393,527 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Iatse Local 8 Annuity Fund'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. Iatse Local 8 Annuity Fund lands in the large band (3,078 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Iatse Local 8 Annuity Fund reported net income fell from $11M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Iatse Local 8 Annuity Fund end-of-year assets rose from $63M in the plan year 2023 filing to $69M in the plan year 2024 filing.
- Iatse Local 8 Annuity Fund reported participants rose from 2,927 in the plan year 2023 filing to 3,078 in the plan year 2024 filing.
DOL schedule card
Filing strip 232785557 · Iatse Local 8 Annuity Fund PY 2024 · Money Purchase
Iatse Local 8 Annuity Fund · $69M · 3,078 · 87th
- PCT $69M
- EIN 3,078
- RANK 87th
- PHOTO Money Purchase
- IND near Minneapolis Operative Plasterers' Retirement Plan
- EOY ind #2727
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 Pennsylvania →
Iatse Local 8 Annuity Fund in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $6M |
| Employer EIN | 232785557 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iatse Local 8 Annuity Fund)
Sponsor-wide plan assets over time
All Iatse Local 8 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $69M 32.05863485981981% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,640 | $53M |
| 2023 | 1 | 2,927 | $63M |
| 2024 | 1 | 3,078 | $69M |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
- Duane Morris Retirement Plan $338M · 484
- IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
- Milton Hershey School Money Purchase Pension Plan $181M · 1,500
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
Iatse Local 8 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Minneapolis Operative Plasterers' Retirement Plan in MN ($69M); by covered participants it is Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion) in MI (3,087 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69M here).
- Minneapolis Operative Plasterers' Retirement Plan (MN) $69M · 247
- Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. (NJ) $69M · 1,708
- Marine Biological Laboratory Defined Contribution Retirement Plan (MA) $70M · 266
- Greylock Management Corporation Pension Plan (MA) $70M · 59
Similar participant headcount
Nearest other-state filings by covered participants (3,078 participants); asset peers above are excluded.
- Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion) (MI) 3,087 · 9 off
- Educational Testing Service 401(a) Retirement Plan (NJ) 3,097 · 19 off
- Painters and Allied Trades District Council No.35 Annuity Fund (MA) 3,027 · 51 off
- IBEW Local Union No. 22/NECA Defined Contribution Pension Fund, Plan B (NE) 3,130 · 52 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.