401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$381M
Total assets: 8,047
Participants: 96th
Percentile by assets: $47,342
Avg per participant

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.

96th percentile by assets (of 123,622 plans)
#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.

$381M
total plan assets (2024 EOY): 8,047
covered participants: 96th
percentile by assets (of 123,622 plans): $47,342
avg assets per participant

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 →

State

California

Industry

Arts, Entertainment & Recreation

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. I.a.T.S.E. Local 33 Section 401(k) Plan reports 8,047 participants - 13x that state average ($381M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$342M
Net Assets (End of Year)	$381M
Net Income	$39M
Employer EIN	953954078
Plan Effective Date	1985-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) plans on file

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

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

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

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to I.a.T.S.E. Local 33 Section 401(k) Plan by total assets, not by location.

Edison Chouest Offshore Retirement Plan (LA) $381M · 4,557
Debevoise & Plimpton LLP Cash or Deferred Plan for Partners and Staff (NY) $381M · 763
Brookshire's Employee Stock Ownership and 401(k) Plan (TX) $381M · 10,742
Vestas America Holding, Inc. 401(k) Plan (OR) $381M · 3,713

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).

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

Filing takeaways

Ways to act on I.a.T.S.E. Local 33 Section 401(k) Plan's numbers.

By total assets, I.a.T.S.E. Local 33 Section 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Board of Trustees, I.a.T.S.E. Local 33 Section 401(k)'s sponsor-wide assets have grown 28.9% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans

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.