Money Purchase · DOL Form 5500 · 2024

I.a.T.S.E. Local 3 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
798
Participants Near avg headcount
49th
Percentile by assets National rank
$9,073
Avg per participant Low balance/head
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Official DOL plan name: I.a.T.S.E. Local 3 Annuity Fund · Sponsored by I.a.T.S.E. Local 3 Annuity Fund · Pennsylvania · Construction

$7M in assets, 798 participants

I.a.T.S.E. Local 3 Annuity Fund's I.a.T.S.E. Local 3 Annuity Fund reported $7M in total assets and 798 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,300 in Construction (9,039 peers)

I.a.T.S.E. Local 3 Annuity Fund multi-year trail

I.a.T.S.E. Local 3 Annuity Fund's plans moved +43.4% in assets from 2022 to 2024; this filing shows I.a.T.S.E. Local 3 Annuity Fund at $7M / 798 participants.

#4,300
in Construction (9,039 peers)
+16.1%
assets growth YoY

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

I.a.T.S.E. Local 3 Annuity Fund vs every filed plan by assets

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

$7,240,359 49th percentile higher than 49% 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 Annuity Fund 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 3 Annuity Fund sits mid-pack in the medium band (798 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.a.T.S.E. Local 3 Annuity Fund end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • I.a.T.S.E. Local 3 Annuity Fund reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • I.a.T.S.E. Local 3 Annuity Fund reported participants rose from 771 in the plan year 2023 filing to 798 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 208539583 · I.a.T.S.E. Local 3 Annuity Fund PY 2024 · Money Purchase

I.a.T.S.E. Local 3 Annuity Fund · $7M · 798 · 49th

  • PHOTO $7M
  • PHOTO 798
  • PHOTO 49th
  • PHOTO Money Purchase
  • PHOTO near Teamsters-Food Processors Money Purchase Pension Trust
  • PHOTO ind #4300

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 Annuity Fund in the asset neighbourhood

Tri-Valley, Inc. Pension TrustTri-Valley, Inc. Pension Tru…$7MPlasterers and Cement Masons Local Union No. 148 Defined Contribution Pension PlanPlasterers and Cement Masons…$7MI.a.T.S.E. Local 3 Annuity FundI.a.T.S.E. Local 3 Annuity F…$7MTeamsters-Food Processors Money Purchase Pension TrustTeamsters-Food Processors Mo…$7MVera Institute Pension Plan$7M
End-of-year total assets ($M) among I.a.T.S.E. Local 3 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

I.a.T.S.E. Local 3 Annuity Fund multi-year asset trail

Sponsor-wide plan assets over time

All I.a.T.S.E. Local 3 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.436927036024855% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.05M $7.24M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 420 $5M
2023 1 771 $6M
2024 1 798 $7M

I.a.T.S.E. Local 3 Annuity Fund filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN208539583
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Pennsylvania

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

I.a.T.S.E. Local 3 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -20002004006008001000 Total assets ($M) Participants I.a.T.S.E. Local 3 Annuity Fund, Total assets ($M): 7.240359 · Participants: 798I.a.T.S.E. Local 3 Annuity FundCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 805.686551 · Participants: 3427Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 338.044788 · Participants: 484Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 193.343343 · Participants: 657IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 181.070322 · Participants: 1500Milton Hershey School Money Purchase Pension PlanRetirement Plan for Faculty, Administrative and Professional Employees of University of Scranton, Total assets ($M): 153.792471 · Participants: 602Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton
I.a.T.S.E. Local 3 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare I.a.T.S.E. Local 3 Annuity Fund side-by-side with 3 peers →

I.a.T.S.E. Local 3 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Teamsters-Food Processors Money Purchase Pension Trust in WA ($7M); by covered participants it is Tinker Federal Credit Union Target Benefit Plan in OK (796 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (798 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 Annuity Fund assets move in 2024? ▼
I.a.T.S.E. Local 3 Annuity Fund grew sharply - up 16.1% during 2024, from $6M to $7M. Reported net income was $1M.
How have I.a.T.S.E. Local 3 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.a.T.S.E. Local 3 Annuity Fund's sponsor-wide assets grew 43.4%, from $5M to $7M.
Which Money Purchase plans are similar in size to I.a.T.S.E. Local 3 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Teamsters-Food Processors Money Purchase Pension Trust in WA ($7M, 139 participants).
Which Money Purchase plans cover a similar participant headcount to I.a.T.S.E. Local 3 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Tinker Federal Credit Union Target Benefit Plan in OK (796 participants, $16M 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 208539583.

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.