401(k) · DOL Form 5500 · 2024

I.a.T.S.E. Local 21 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
752
Participants Near avg headcount
68th
Percentile by assets National rank
$23,760
Avg per participant Low balance/head
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Official DOL plan name: I.a.T.S.E. Local 21 401(k) Plan · Sponsored by I.a.T.S.E. Local 21 · New Jersey · Arts, Entertainment & Recreation

$18M in assets, 752 participants

I.a.T.S.E. Local 21's I.a.T.S.E. Local 21 401(k) Plan reported $18M in total assets and 752 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,363 in Arts, Entertainment & Recreation (2,921 peers)

I.a.T.S.E. Local 21 multi-year trail

I.a.T.S.E. Local 21's plans moved +36.5% in assets from 2022 to 2024; this filing shows I.a.T.S.E. Local 21 401(k) Plan at $18M / 752 participants.

#2,363
in Arts, Entertainment & Recreation (2,921 peers)
+15.0%
assets growth YoY

I.a.T.S.E. Local 21 401(k) Plan's outsized position by total assets

I.a.T.S.E. Local 21 401(k) Plan vs every filed plan by assets

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

$17,867,788 Top 32% higher than 68% 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

I.a.T.S.E. Local 21 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.a.T.S.E. Local 21 401(k) Plan sits mid-pack in the medium band (752 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.a.T.S.E. Local 21 401(k) Plan reported participants rose from 453 in the plan year 2023 filing to 752 in the plan year 2024 filing.
  • I.a.T.S.E. Local 21 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • I.a.T.S.E. Local 21 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 223585682 · I.a.T.S.E. Local 21 PY 2024 · 401(k)

I.a.T.S.E. Local 21 401(k) Plan · $18M · 752 · 68th

  • 5500 $18M
  • ASSETS 752
  • PCT 68th
  • EIN 401(k)
  • RANK near Whitcorp Retirement Plan
  • PHOTO ind #2363

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 Jersey →

I.a.T.S.E. Local 21 401(k) Plan in the asset neighbourhood

I.a.T.S.E. Local 21 401(k) PlanI.a.T.S.E. Local 21 401(k) P…$18MWhitcorp Retirement Plan$18MMilrose Consultants, LLC 401(k)/Profit Sharing PlanMilrose Consultants, LLC 401…$18MThe Springs Company 401(k) Savings and Retirement PlanThe Springs Company 401(k) S…$18MClassic Wire Cut Company, Inc. 401(k) PlanClassic Wire Cut Company, In…$18M
End-of-year total assets ($M) among I.a.T.S.E. Local 21 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

I.a.T.S.E. Local 21 multi-year asset trail

Sponsor-wide plan assets over time

All I.a.T.S.E. Local 21 plans reported in each filing year

Latest sponsor-wide plan assets
$18M 36.49768066543332% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $17.9M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 436 $13M
2023 1 453 $16M
2024 1 752 $18M

I.a.T.S.E. Local 21 filing trail (2024)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN223585682
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

I.a.T.S.E. Local 21 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants I.a.T.S.E. Local 21 401(k) Plan, Total assets ($B): 0.017867788 · Participants: 752I.a.T.S.E. Local 21 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
I.a.T.S.E. Local 21 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare I.a.T.S.E. Local 21 401(k) Plan side-by-side with 3 peers →

I.a.T.S.E. Local 21 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Whitcorp Retirement Plan in KS ($18M); by covered participants it is Performance Bankers, Inc. Retirement Savings Plan in SD (752 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (752 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 I.a.T.S.E. Local 21 401(k) Plan assets move in 2024? ▼
I.a.T.S.E. Local 21 401(k) Plan grew at a solid clip - up 15.0% during 2024, from $16M to $18M. Reported net income was $2M.
How have I.a.T.S.E. Local 21 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.a.T.S.E. Local 21's sponsor-wide assets grew 36.5%, from $13M to $18M.
Which 401(k) plans are similar in size to I.a.T.S.E. Local 21 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Whitcorp Retirement Plan in KS ($18M, 179 participants).
Which 401(k) plans cover a similar participant headcount to I.a.T.S.E. Local 21 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Performance Bankers, Inc. Retirement Savings Plan in SD (752 participants, $101M 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 223585682.

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.