401(k) · DOL Form 5500 · 2024

Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
1,426
Participants Near avg headcount
75th
Percentile by assets National rank
$18,653
Avg per participant Low balance/head
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Official DOL plan name: I.a.T.S.E. Local 13 Retirement Plan & Trust · Sponsored by Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust · Minnesota · Professional & Technical Services

$27M in assets, 1,426 participants

Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust's I.a.T.S.E. Local 13 Retirement Plan & Trust reported $27M in total assets and 1,426 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,200 in Professional & Technical Services (20,173 peers)

Where I.a.T.S.E. Local 13 Retirement Plan & Trust sits by assets

I.a.T.S.E. Local 13 Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $27M for 1,426 participants (~$18,653/participant), up 9.2% in 2024.

#15,200
in Professional & Technical Services (20,173 peers)
+9.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

I.a.T.S.E. Local 13 Retirement Plan & Trust's outsized position by total assets

I.a.T.S.E. Local 13 Retirement Plan & Trust vs every filed plan by assets

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

$26,599,062 Top 25% higher than 75% 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 13 Retirement Plan & Trust'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 13 Retirement Plan & Trust lands in the large band (1,426 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.a.T.S.E. Local 13 Retirement Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • I.a.T.S.E. Local 13 Retirement Plan & Trust reported participants rose from 1,254 in the plan year 2023 filing to 1,426 in the plan year 2024 filing.
  • I.a.T.S.E. Local 13 Retirement Plan & Trust end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411735205 · Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust PY 2024 · 401(k)

I.a.T.S.E. Local 13 Retirement Plan & Trust · $27M · 1,426 · 75th

  • EBSA $27M
  • EBSA 1,426
  • EBSA 75th
  • EBSA 401(k)
  • EBSA near Western Diesel Services Inc. Dba Ck Power Retirement Plan and 401(k) Savings Plan
  • EBSA ind #15200

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

I.a.T.S.E. Local 13 Retirement Plan & Trust in the asset neighbourhood

I.a.T.S.E. Local 13 Retirement Plan & TrustI.a.T.S.E. Local 13 Retireme…$27MWestern Diesel Services Inc. Dba Ck Power Retirement Plan and 401(k) Savings PlanWestern Diesel Services Inc.…$27MAhbl, Inc. 401(k) Retirement Savings Plan and TrustAhbl, Inc. 401(k) Retirement…$27MStrategic Alliance Business Group 401(k) PlanStrategic Alliance Business …$27MNagrastar 401(k) Savings and Retirement PlanNagrastar 401(k) Savings and…$27M
End-of-year total assets ($M) among I.a.T.S.E. Local 13 Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN411735205
Plan Effective Date1992-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust)

Sponsor-wide plan assets over time

All Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$27M 15.131864395158958% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $23.1M $26.6M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 986 $23M
2023 1 1,254 $24M
2024 1 1,426 $27M

Nearby 401(k) Plans in Minnesota

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

I.a.T.S.E. Local 13 Retirement Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants I.a.T.S.E. Local 13 Retirement Plan & Trust, Total assets ($B): 0.026599062 · Participants: 1426I.a.T.S.E. Local 13 Retirement Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
I.a.T.S.E. Local 13 Retirement Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare I.a.T.S.E. Local 13 Retirement Plan & Trust side-by-side with 3 peers →

I.a.T.S.E. Local 13 Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Western Diesel Services Inc. Dba Ck Power Retirement Plan and 401(k) Savings Plan in MO ($27M); by covered participants it is Park Place Technologies 401(k) Profit Sharing Plan in OH (1,426 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,426 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 13 Retirement Plan & Trust assets move in 2024? ▼
I.a.T.S.E. Local 13 Retirement Plan & Trust grew at a solid clip - up 9.2% during 2024, from $24M to $27M. Reported net income was $2M.
How have Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust's sponsor-wide assets grew 15.1%, from $23M to $27M.
Where does I.a.T.S.E. Local 13 Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Local 13 Retirement Plan & Trust ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to I.a.T.S.E. Local 13 Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Western Diesel Services Inc. Dba Ck Power Retirement Plan and 401(k) Savings Plan in MO ($27M, 401 participants).
Which 401(k) plans cover a similar participant headcount to I.a.T.S.E. Local 13 Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Park Place Technologies 401(k) Profit Sharing Plan in OH (1,426 participants, $153M 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 411735205.

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.