Defined Benefit (Pension) · DOL Form 5500 · 2024

I.a.T.S.E. Local 16 Pension Plan Trustees Pension Plan

Data updated 2026-08-25

$283M
Total assets Near avg plan size
2,709
Participants Above avg headcount
96th
Percentile by assets National rank
$104,608
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.a.T.S.E. Local 16 Pension Plan · Sponsored by I.a.T.S.E. Local 16 Pension Plan Trustees · California · Arts, Entertainment & Recreation

$283M in assets, 2,709 participants

I.a.T.S.E. Local 16 Pension Plan Trustees's I.a.T.S.E. Local 16 Pension Plan reported $283M in total assets and 2,709 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.

  • #2,874 in Arts, Entertainment & Recreation (2,921 peers)

Coverage in California

I.a.T.S.E. Local 16 Pension Plan covers 2,709 participants in California, 4.3x the typical California plan (state average ~630 per filing). Assets: $283M.

#2,874
in Arts, Entertainment & Recreation (2,921 peers)
+5.0%
assets growth YoY
2.8×
vs typical plan assets (national mean)

I.a.T.S.E. Local 16 Pension Plan's outsized position by total assets

I.a.T.S.E. Local 16 Pension Plan vs every filed plan by assets

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

$283,383,178 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 16 Pension 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 16 Pension Plan lands in the large band (2,709 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.a.T.S.E. Local 16 Pension Plan reported net income rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • I.a.T.S.E. Local 16 Pension Plan end-of-year assets rose from $270M in the plan year 2023 filing to $283M in the plan year 2024 filing.
  • I.a.T.S.E. Local 16 Pension Plan reported participants fell from 2,790 in the plan year 2023 filing to 2,709 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 946296420 · I.a.T.S.E. Local 16 Pension Plan Trustees PY 2024 · Defined Benefit (Pension)

I.a.T.S.E. Local 16 Pension Plan · $283M · 2,709 · 96th

  • ASSETS $283M
  • PCT 2,709
  • EIN 96th
  • RANK Defined Benefit (Pension)
  • PHOTO near Plumbers Local Union No. 690 Pension Fund
  • IND ind #2874

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 16 Pension Plan in the asset neighbourhood

Fanuc Robotics America Retirement PlanFanuc Robotics America Retir…$285MMasons Pension Plan$284MPlumbers Local Union No. 690 Pension FundPlumbers Local Union No. 690…$284MI.a.T.S.E. Local 16 Pension PlanI.a.T.S.E. Local 16 Pension …$283MNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc.Non-Contributory Retirement …$283M
End-of-year total assets ($M) among I.a.T.S.E. Local 16 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$270M
Net Assets (End of Year)$283M
Net Income$15M
Employer EIN946296420
Plan Effective Date1967-05-04
Filing StatusFILING RECEIVED

Sponsor Plan History (I.a.T.S.E. Local 16 Pension Plan Trustees)

Sponsor-wide plan assets over time

All I.a.T.S.E. Local 16 Pension Plan Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$283M 11.156132409325494% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $255M $283M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 2,939 $255M
2023 1 2,790 $270M
2024 1 2,709 $283M

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 16 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants I.a.T.S.E. Local 16 Pension Plan, Total assets ($B): 0.283383178 · Participants: 2709I.a.T.S.E. Local 16 Pension PlanKaiser 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 16 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare I.a.T.S.E. Local 16 Pension Plan side-by-side with 3 peers →

I.a.T.S.E. Local 16 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Plumbers Local Union No. 690 Pension Fund in PA ($284M); by covered participants it is Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust in MA (2,709 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,709 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 16 Pension Plan assets move in 2024? ▼
I.a.T.S.E. Local 16 Pension Plan edged up modestly - up 5.0% during 2024, from $270M to $283M. Reported net income was $15M.
How have I.a.T.S.E. Local 16 Pension Plan Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.a.T.S.E. Local 16 Pension Plan Trustees's sponsor-wide assets grew 11.2%, from $255M to $283M.
Where does I.a.T.S.E. Local 16 Pension Plan rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Local 16 Pension 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 Defined Benefit (Pension) plans are similar in size to I.a.T.S.E. Local 16 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers Local Union No. 690 Pension Fund in PA ($284M, 717 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.a.T.S.E. Local 16 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Blue Cross and Blue Shield of Massachusetts, Inc. Retirement Income Trust in MA (2,709 participants, $867M 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 946296420.

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.