Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, I.a.T.S.E. Local No. 33 Pension Pension Plan

Data updated 2026-08-25

$232M
Total assets Near avg plan size
1,094
Participants Near avg headcount
95th
Percentile by assets National rank
$211,728
Avg per participant Above avg balance/head
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Official DOL plan name: I.a.T.S.E. Local No. 33 Pension Trust Fund · Sponsored by Board of Trustees, I.a.T.S.E. Local No. 33 Pension · California · Arts, Entertainment & Recreation

$232M in assets, 1,094 participants

Board of Trustees, I.a.T.S.E. Local No. 33 Pension's I.a.T.S.E. Local No. 33 Pension Trust Fund reported $232M in total assets and 1,094 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #2,861 in Arts, Entertainment & Recreation (2,921 peers)

Where I.a.T.S.E. Local No. 33 Pension Trust Fund sits by assets

I.a.T.S.E. Local No. 33 Pension Trust Fund sits in the top 5% of all filed plans by assets, $232M for 1,094 participants (~$211,728/participant), up 1.6% in 2024.

#2,861
in Arts, Entertainment & Recreation (2,921 peers)
+1.6%
assets growth YoY
2.3×
vs typical plan assets (national mean)

I.a.T.S.E. Local No. 33 Pension Trust Fund's outsized position by total assets

I.a.T.S.E. Local No. 33 Pension Trust Fund vs every filed plan by assets

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

$231,630,555 Top 5% higher than 95% 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 No. 33 Pension Trust 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. I.a.T.S.E. Local No. 33 Pension Trust Fund lands in the large band (1,094 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.a.T.S.E. Local No. 33 Pension Trust Fund reported net income fell from $9M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • I.a.T.S.E. Local No. 33 Pension Trust Fund reported participants fell from 1,134 in the plan year 2023 filing to 1,094 in the plan year 2024 filing.
  • I.a.T.S.E. Local No. 33 Pension Trust Fund end-of-year assets rose from $228M in the plan year 2023 filing to $232M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 956377503 · Board of Trustees, I.a.T.S.E. Local No. 33 Pension PY 2024 · Defined Benefit (Pension)

I.a.T.S.E. Local No. 33 Pension Trust Fund · $232M · 1,094 · 95th

  • PCT $232M
  • EIN 1,094
  • RANK 95th
  • PHOTO Defined Benefit (Pension)
  • IND near 1199 SEIU Regional Pension Fund
  • EOY ind #2861

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 California →

I.a.T.S.E. Local No. 33 Pension Trust Fund in the asset neighbourhood

Blue Cross and Blue Shield of Minnesota Pension PlanBlue Cross and Blue Shield o…$232MMo-Kan Teamsters Pension Fund$232MI.a.T.S.E. Local No. 33 Pension Trust FundI.a.T.S.E. Local No. 33 Pens…$232M1199 SEIU Regional Pension Fund1199 SEIU Regional Pension F…$232MDana U.S.W. Hourly Employees' Pension PlanDana U.S.W. Hourly Employees…$231M
End-of-year total assets ($M) among I.a.T.S.E. Local No. 33 Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$228M
Net Assets (End of Year)$231M
Net Income$3M
Employer EIN956377503
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, I.a.T.S.E. Local No. 33 Pension)

Sponsor-wide plan assets over time

All Board of Trustees, I.a.T.S.E. Local No. 33 Pension plans reported in each filing year

Latest sponsor-wide plan assets
$232M 5.808294084136921% vs 2022
2024 filing year
$215M$220M$225M$230M$235M 202220232024 $219M $232M ▲ +5.8%
Year Plans Participants Total Assets
2022 1 1,100 $219M
2023 1 1,134 $228M
2024 1 1,094 $232M

Nearby Defined Benefit (Pension) Plans in California

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

I.a.T.S.E. Local No. 33 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants I.a.T.S.E. Local No. 33 Pension Trust Fund, Total assets ($B): 0.231630555 · Participants: 1094I.a.T.S.E. Local No. 33 Pension Trust FundKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
I.a.T.S.E. Local No. 33 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare I.a.T.S.E. Local No. 33 Pension Trust Fund side-by-side with 3 peers →

I.a.T.S.E. Local No. 33 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is 1199 SEIU Regional Pension Fund in NY ($232M); by covered participants it is The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation in VA (1,094 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($232M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,094 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 No. 33 Pension Trust Fund assets move in 2024? ▼
I.a.T.S.E. Local No. 33 Pension Trust Fund edged up modestly - up 1.6% during 2024, from $228M to $232M. Reported net income was $3M.
How have Board of Trustees, I.a.T.S.E. Local No. 33 Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, I.a.T.S.E. Local No. 33 Pension's sponsor-wide assets grew 5.8%, from $219M to $232M.
Where does I.a.T.S.E. Local No. 33 Pension Trust Fund rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Local No. 33 Pension Trust Fund ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to I.a.T.S.E. Local No. 33 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is 1199 SEIU Regional Pension Fund in NY ($232M, 4,169 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.a.T.S.E. Local No. 33 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Retirement Income Plan for Employees of the Colonial Williamsburg Foundation in VA (1,094 participants, $260M 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 956377503.

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.