401(k) · DOL Form 5500 · 2024

Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) 401(k) Plan

Data updated 2026-08-25

$381M
Total assets Above avg plan size
8,047
Participants Very large workforce
96th
Percentile by assets National rank
$47,342
Avg per participant Low balance/head
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Official DOL plan name: I.a.T.S.E. Local 33 Section 401(k) Plan · Sponsored by Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) · California · Arts, Entertainment & Recreation

$381M in assets, 8,047 participants

Board of Trustees, I.a.T.S.E. Local 33 Section 401(k)'s I.a.T.S.E. Local 33 Section 401(k) Plan reported $381M in total assets and 8,047 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #2,884 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

I.a.T.S.E. Local 33 Section 401(k) Plan covers 8,047 participants in California, 13x the typical California plan (state average ~630 per filing). Assets: $381M.

#2,884
in Arts, Entertainment & Recreation (2,921 peers)
+11.4%
assets growth YoY
3.8×
vs typical plan assets (national mean)

I.a.T.S.E. Local 33 Section 401(k) Plan's outsized position by total assets

I.a.T.S.E. Local 33 Section 401(k) Plan vs every filed plan by assets

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

$380,961,250 Top 4% higher than 96% 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 33 Section 401(k) 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. I.a.T.S.E. Local 33 Section 401(k) Plan lands in the large band (8,047 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.a.T.S.E. Local 33 Section 401(k) Plan reported net income fell from $46M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • I.a.T.S.E. Local 33 Section 401(k) Plan end-of-year assets rose from $342M in the plan year 2023 filing to $381M in the plan year 2024 filing.
  • I.a.T.S.E. Local 33 Section 401(k) Plan reported participants rose from 7,539 in the plan year 2023 filing to 8,047 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 953954078 · Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) PY 2024 · 401(k)

I.a.T.S.E. Local 33 Section 401(k) Plan · $381M · 8,047 · 96th

  • 5500 $381M
  • 5500 8,047
  • 5500 96th
  • 5500 401(k)
  • 5500 near Edison Chouest Offshore Retirement Plan
  • 5500 ind #2884

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 33 Section 401(k) Plan in the asset neighbourhood

Brookshire's Employee Stock Ownership and 401(k) PlanBrookshire's Employee Stock …$381MI.a.T.S.E. Local 33 Section 401(k) PlanI.a.T.S.E. Local 33 Section …$381MEdison Chouest Offshore Retirement PlanEdison Chouest Offshore Reti…$381MDebevoise & Plimpton LLP Cash or Deferred Plan for Partners and StaffDebevoise & Plimpton LLP Cas…$381MVestas America Holding, Inc. 401(k) PlanVestas America Holding, Inc.…$381M
End-of-year total assets ($M) among I.a.T.S.E. Local 33 Section 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$342M
Net Assets (End of Year)$381M
Net Income$39M
Employer EIN953954078
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, I.a.T.S.E. Local 33 Section 401(k))

Sponsor-wide plan assets over time

All Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) plans reported in each filing year

Latest sponsor-wide plan assets
$381M 28.923038521814227% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $296M $381M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 6,738 $295M
2023 1 7,539 $342M
2024 1 8,047 $381M

Nearby 401(k) Plans in California

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

I.a.T.S.E. Local 33 Section 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants I.a.T.S.E. Local 33 Section 401(k) Plan, Total assets ($B): 0.38096125 · Participants: 8047I.a.T.S.E. Local 33 Section 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
I.a.T.S.E. Local 33 Section 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare I.a.T.S.E. Local 33 Section 401(k) Plan side-by-side with 3 peers →

Scale composition for I.a.T.S.E. Local 33 Section 401(k) Plan

I.a.T.S.E. Local 33 Section 401(k) Plan reports $381M in end-of-year assets across 8,047 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $47,342 per participant (34% of the national average assets-per-participant) . Net income for plan year 2024 was $39M.

This plan identity (EIN 953954078, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $295M to $381M (+28.9%) while covered participants moved from 6,738 to 8,047 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,738 $295M Open filing
2023 7,539 $342M Open filing
2024 · index core 8,047 $381M This page

I.a.T.S.E. Local 33 Section 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Edison Chouest Offshore Retirement Plan in LA ($381M); by covered participants it is Chickasaw Nation Governmental Enterprises 401(k) Plan in OK (8,047 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,047 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 33 Section 401(k) Plan assets move in 2024? ▼
I.a.T.S.E. Local 33 Section 401(k) Plan grew at a solid clip - up 11.4% during 2024, from $342M to $381M. Reported net income was $39M.
How have Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, I.a.T.S.E. Local 33 Section 401(k)'s sponsor-wide assets grew 28.9%, from $295M to $381M.
Where does I.a.T.S.E. Local 33 Section 401(k) Plan rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Local 33 Section 401(k) Plan ranks in the 96th 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 401(k) plans are similar in size to I.a.T.S.E. Local 33 Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edison Chouest Offshore Retirement Plan in LA ($381M, 4,557 participants).
Which 401(k) plans cover a similar participant headcount to I.a.T.S.E. Local 33 Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chickasaw Nation Governmental Enterprises 401(k) Plan in OK (8,047 participants, $383M 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 953954078.

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.