Money Purchase · DOL Form 5500 · 2024

Iatse 127 Money Purchase Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
2,402
Participants Above avg headcount
53rd
Percentile by assets National rank
$3,617
Avg per participant Low balance/head
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Official DOL plan name: Iatse Local 127 Pension Plan · Sponsored by Iatse 127 · Texas · Arts, Entertainment & Recreation

$9M in assets, 2,402 participants

Iatse 127's Iatse Local 127 Pension Plan reported $9M in total assets and 2,402 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,058 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in Texas

Iatse Local 127 Pension Plan covers 2,402 participants in Texas, 3.5x the typical Texas plan (state average ~688 per filing). Assets: $9M.

#2,058
in Arts, Entertainment & Recreation (2,921 peers)
-2.7%
assets change YoY

The plan reported a net loss of $245K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Iatse Local 127 Pension Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Iatse Local 127 Pension Plan vs every filed plan by assets

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

$8,689,229 Top 47% higher than 53% 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

Iatse Local 127 Pension Plan'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 127 Pension Plan lands in the large band (2,402 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iatse Local 127 Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$245K in the plan year 2024 filing.
  • Iatse Local 127 Pension Plan reported participants fell from 3,065 in the plan year 2023 filing to 2,402 in the plan year 2024 filing.
  • Iatse Local 127 Pension Plan end-of-year assets fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 751084998 · Iatse 127 PY 2024 · Money Purchase

Iatse Local 127 Pension Plan · $9M · 2,402 · 53rd

  • PCT $9M
  • EIN 2,402
  • RANK 53rd
  • PHOTO Money Purchase
  • IND near University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan
  • EOY ind #2058

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 Texas →

Iatse Local 127 Pension Plan in the asset neighbourhood

March of Dimes, Inc. 401(a) PlanMarch of Dimes, Inc. 401(a) …$9MRobert Arthur Woodbury II Money Purchase PlanRobert Arthur Woodbury II Mo…$9MUniversity of Maryland Faculty Physicians, Inc. Money Purchase Pension PlanUniversity of Maryland Facul…$9MIatse Local 127 Pension Plan$9MBuilding Services Local 2 Retirement Plan & TrustBuilding Services Local 2 Re…$9M
End-of-year total assets ($M) among Iatse Local 127 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$245K
Employer EIN751084998
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iatse 127)

Sponsor-wide plan assets over time

All Iatse 127 plans reported in each filing year

Latest sponsor-wide plan assets
$9M 13.713672357522382% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.64M $8.69M ▲ +13.7%
Year Plans Participants Total Assets
2022 1 2,943 $8M
2023 1 3,065 $9M
2024 1 2,402 $9M

Nearby Money Purchase Plans in Texas

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Iatse Local 127 Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants Scatter plot of 6 data points. 020004000600080001000012000 -0.500.511.5 Total assets ($B) Participants Iatse Local 127 Pension Plan, Total assets ($B): 0.008689229 · Participants: 2402Iatse Local 127 Pension PlanOccidental Petroleum Corporation Retirement Plan, Total assets ($B): 1.278563146 · Participants: 7877Occidental Petroleum Corporation Retirement PlanAlcon Retirement Plan, Total assets ($B): 1.081344733 · Participants: 9762Alcon Retirement PlanWilliam Marsh Rice University Defined Contribution Retirement Plan, Total assets ($B): 0.929563361 · Participants: 6787William Marsh Rice University Defined Contribution Retirement PlanApache Corporation Money Purchase Retirement Plan, Total assets ($B): 0.271344223 · Participants: 1492Apache Corporation Money Purchase Retirement PlanGreater Texas IBEW NECA Annuity Plan, Total assets ($B): 0.164810179 · Participants: 1845Greater Texas IBEW NECA Annuity Plan
Iatse Local 127 Pension Plan vs. nearby Money Purchase plans in Texas, assets vs. participants
Compare Iatse Local 127 Pension Plan side-by-side with 3 peers →

Iatse Local 127 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Texas, the nearest Money Purchase by assets is University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan in MD ($9M); by covered participants it is Annuity Fd of the Electrical Industry of Long Island in NY (2,386 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,402 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 Iatse Local 127 Pension Plan assets move in 2024? ▼
Iatse Local 127 Pension Plan edged down modestly - down 2.7% during 2024, from $9M to $9M. Reported net income was -$245K.
How have Iatse 127 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iatse 127's sponsor-wide assets grew 13.7%, from $8M to $9M.
Which Money Purchase plans are similar in size to Iatse Local 127 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is University of Maryland Faculty Physicians, Inc. Money Purchase Pension Plan in MD ($9M, 165 participants).
Which Money Purchase plans cover a similar participant headcount to Iatse Local 127 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Annuity Fd of the Electrical Industry of Long Island in NY (2,386 participants, $446M 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 751084998.

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.