Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. Pension Plan

Data updated 2026-08-25

$141K
Total assets Small plan by assets
N/A
Participants Small participant base
8th
Percentile by assets National rank
PlainRetire home → About this data RSS: change history

Official DOL plan name: Employee Pension Benefit Plan Local 640 Iatse · Sponsored by Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. · New York · Arts, Entertainment & Recreation

$141K in assets, N/A participants

Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E.'s Employee Pension Benefit Plan Local 640 Iatse reported $141K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

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

2024 asset change

Employee Pension Benefit Plan Local 640 Iatse grew at a solid clip 13.0% in 2024 ($125K → $141K) for N/A participants.

#566
in Arts, Entertainment & Recreation (2,921 peers)
+13.0%
assets growth YoY

Employee Pension Benefit Plan Local 640 Iatse among the smaller filed plans by assets

Employee Pension Benefit Plan Local 640 Iatse vs every filed plan by assets

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

$141,204 8th percentile higher than 8% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Pension Benefit Plan Local 640 Iatse reported net income rose from -$24K in the plan year 2023 filing to $18K in the plan year 2024 filing.
  • Employee Pension Benefit Plan Local 640 Iatse end-of-year assets rose from $125K in the plan year 2023 filing to $141K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 116009100 · Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. PY 2024 · Defined Benefit (Pension)

Employee Pension Benefit Plan Local 640 Iatse · $141K · N/A · 8th

  • BOY $141K
  • BOY N/A
  • BOY 8th
  • BOY Defined Benefit (Pension)
  • BOY near The Retirement Plan for Employees of Massachusetts Envelope Company
  • BOY ind #566

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 New York →

Employee Pension Benefit Plan Local 640 Iatse in the asset neighbourhood

Behr Dayton Cash Balance Pension PlanBehr Dayton Cash Balance Pen…$146KEmployee Pension Benefit Plan Local 640 IatseEmployee Pension Benefit Pla…$141KThe Retirement Plan for Employees of Massachusetts Envelope CompanyThe Retirement Plan for Empl…$139KBakery and Sales Drivers' Local 33 Partitioned PenBakery and Sales Drivers' Lo…$144KFicosa North America Corporation Pension PlanFicosa North America Corpora…$135K
End-of-year total assets ($M) among Employee Pension Benefit Plan Local 640 Iatse and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. years around the 2024 move

Sponsor-wide plan assets over time

All Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. plans reported in each filing year

Latest sponsor-wide plan assets
$141K 2.4881393855269427% vs 2022
2024 filing year
$0.11M$0.12M$0.13M$0.14M$0.15M 202220232024 $0.14M $0.14M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 N/A $145K
2023 1 N/A $125K
2024 1 N/A $141K

2024 asset-move particulars

Total Assets (Beginning of Year)$125K
Net Assets (End of Year)$118K
Net Income$18K
Employer EIN116009100
Plan Effective Date1956-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Employee Pension Benefit Plan Local 640 Iatse vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Employee Pension Benefit Plan Local 640 Iatse, Total assets ($B): 0.000141204 · Participants: 0Employee Pension Benefit Plan Local 640 IatseIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Employee Pension Benefit Plan Local 640 Iatse vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Employee Pension Benefit Plan Local 640 Iatse side-by-side with 3 peers →

Employee Pension Benefit Plan Local 640 Iatse's closest out-of-state Defined Benefit (Pension) peers by assets

Outside New York, the nearest Defined Benefit (Pension) by end-of-year assets is The Retirement Plan for Employees of Massachusetts Envelope Company in MA at $139K (this filing: $141K).

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 Employee Pension Benefit Plan Local 640 Iatse assets move in 2024? ▼
Employee Pension Benefit Plan Local 640 Iatse grew at a solid clip - up 13.0% during 2024, from $125K to $141K. Reported net income was $18K.
How have Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Employee Pension Benefit Plan Local 640 I.a.T.S.E.'s sponsor-wide assets declined 2.5%, from $145K to $141K.
Where does Employee Pension Benefit Plan Local 640 Iatse rank by assets among Form 5500 filers? ▼
Employee Pension Benefit Plan Local 640 Iatse ranks in the 8th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Employee Pension Benefit Plan Local 640 Iatse? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Plan for Employees of Massachusetts Envelope Company in MA ($139K, N/A participants).

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 116009100.

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.