Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

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

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) · California · Arts, Entertainment & Recreation

What the 2023 filing shows

I.a.T.S.E. Local 33 Section 401(k) Plan holds $381M for 8,047 participants — about $47,342 per participant, up 11.4% over the 2024 plan year.

$381M
total plan assets (2024 EOY)
8,047
covered participants
$47,342
avg assets per participant
+11.4%
assets growth YoY
Total Assets (2023)
$381M
Participants
8,047
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About I.a.T.S.E. Local 33 Section 401(k) Plan

I.a.T.S.E. Local 33 Section 401(k) Plan is a Profit Sharing retirement plan sponsored by Board of Trustees, I.a.T.S.E. Local 33 Section 401(k), headquartered in California. As of the 2024 Form 5500 filing, the plan reports $381M in total end-of-year assets and covers 8,047 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 953954078, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $342M at the beginning of 2024 to $381M at year-end — a gain of 11.4%. Net assets (after liabilities) closed the year at $381M, with reported net income of $39M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$342M
Total Assets (End of Year)$381M
Net Assets (End of Year)$381M
Net Income$39M
Plan TypeProfit Sharing
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))

Year Plans Participants Total Assets
2022 1 6,738 $295M
2023 1 7,539 $342M
2024 1 8,047 $381M

Nearby Profit Sharing Plans in California

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Frequently Asked Questions

How much money is in the I.a.T.S.E. Local 33 Section 401(k) Plan?
As of the 2024 Form 5500 filing, I.a.T.S.E. Local 33 Section 401(k) Plan holds $381M in total assets with 8,047 participants. It is sponsored by Board of Trustees, I.a.T.S.E. Local 33 Section 401(k).
What type of plan is I.a.T.S.E. Local 33 Section 401(k) Plan?
I.a.T.S.E. Local 33 Section 401(k) Plan is a Profit Sharing plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 953954078.
Who sponsors the I.a.T.S.E. Local 33 Section 401(k) Plan?
I.a.T.S.E. Local 33 Section 401(k) Plan is sponsored by Board of Trustees, I.a.T.S.E. Local 33 Section 401(k), located in California. The sponsor's EIN is 953954078 and the plan operates in the Arts, Entertainment & Recreation industry.
How did I.a.T.S.E. Local 33 Section 401(k) Plan perform in 2024?
I.a.T.S.E. Local 33 Section 401(k) Plan grew by 11.4% during 2024, moving from $342M to $381M in total assets. Net income was $39M.
Where can I find official filings for I.a.T.S.E. Local 33 Section 401(k) Plan?
Official Form 5500 filings for I.a.T.S.E. Local 33 Section 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 953954078 or plan name at efast.dol.gov.
How does I.a.T.S.E. Local 33 Section 401(k) Plan compare to other plans?
You can compare I.a.T.S.E. Local 33 Section 401(k) Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.