Defined Benefit (Pension) · DOL Form 5500 · 2024

I.a.T.S.E. Local 3 Pension Plan Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
93
Participants Small participant base
61st
Percentile by assets National rank
$134,219
Avg per participant Near avg balance/head
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Official DOL plan name: I.a.T.S.E. Local 3 Pension Plan · Sponsored by I.a.T.S.E. Local 3 Pension Plan · Pennsylvania · Construction

$12M in assets, 93 participants

I.a.T.S.E. Local 3 Pension Plan's I.a.T.S.E. Local 3 Pension Plan reported $12M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,341 in Construction (9,039 peers)

I.a.T.S.E. Local 3 Pension Plan multi-year trail

I.a.T.S.E. Local 3 Pension Plan's plans moved +26.1% in assets from 2022 to 2024; this filing shows I.a.T.S.E. Local 3 Pension Plan at $12M / 93 participants.

#5,341
in Construction (9,039 peers)
+7.2%
assets growth YoY

I.a.T.S.E. Local 3 Pension Plan's mid-pack asset rank among Construction and all filers

I.a.T.S.E. Local 3 Pension Plan vs every filed plan by assets

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

$12,482,340 Top 39% higher than 61% 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 3 Pension Plan among smaller 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 3 Pension Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.a.T.S.E. Local 3 Pension Plan reported net income fell from $2M in the plan year 2023 filing to $855K in the plan year 2024 filing.
  • I.a.T.S.E. Local 3 Pension Plan reported participants fell from 107 in the plan year 2023 filing to 93 in the plan year 2024 filing.
  • I.a.T.S.E. Local 3 Pension Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 256073053 · I.a.T.S.E. Local 3 Pension Plan PY 2024 · Defined Benefit (Pension)

I.a.T.S.E. Local 3 Pension Plan · $12M · 93 · 61st

  • PART $12M
  • PART 93
  • PART 61st
  • PART Defined Benefit (Pension)
  • PART near Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust
  • PART ind #5341

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 Construction retirement plans → · Plans in Pennsylvania →

I.a.T.S.E. Local 3 Pension Plan in the asset neighbourhood

Retirement Plan for Employees of Beckley Water CompanyRetirement Plan for Employee…$12MPension Plan Basic American FoodsPension Plan Basic American …$12MLaerdal Medical Corporation Employees' Pension PlanLaerdal Medical Corporation …$12MI.a.T.S.E. Local 3 Pension PlanI.a.T.S.E. Local 3 Pension P…$12MRet Plan of the Norwich Free Academy Staff in Pentegra Ret TrustRet Plan of the Norwich Free…$12M
End-of-year total assets ($M) among I.a.T.S.E. Local 3 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

I.a.T.S.E. Local 3 Pension Plan multi-year asset trail

Sponsor-wide plan assets over time

All I.a.T.S.E. Local 3 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$12M 26.130158898249423% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.9M $12.5M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 66 $10M
2023 1 107 $12M
2024 1 93 $12M

I.a.T.S.E. Local 3 Pension Plan filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$855K
Employer EIN256073053
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

I.a.T.S.E. Local 3 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants I.a.T.S.E. Local 3 Pension Plan, Total assets ($B): 0.01248234 · Participants: 93I.a.T.S.E. Local 3 Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
I.a.T.S.E. Local 3 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare I.a.T.S.E. Local 3 Pension Plan side-by-side with 3 peers →

I.a.T.S.E. Local 3 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust in CT ($12M); by covered participants it is Louis Dreyfus Pension Plan in CT (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 3 Pension Plan assets move in 2024? ▼
I.a.T.S.E. Local 3 Pension Plan grew at a solid clip - up 7.2% during 2024, from $12M to $12M. Reported net income was $855K.
How have I.a.T.S.E. Local 3 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.a.T.S.E. Local 3 Pension Plan's sponsor-wide assets grew 26.1%, from $10M to $12M.
Which Defined Benefit (Pension) plans are similar in size to I.a.T.S.E. Local 3 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust in CT ($12M, 80 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.a.T.S.E. Local 3 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Louis Dreyfus Pension Plan in CT (93 participants, $82M 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 256073053.

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.