Money Purchase · DOL Form 5500 · 2024

Iatse Atlanta Annuity Trust Board of Trustees Money Purchase Plan

Data updated 2026-08-11

$4M
Total assets
581
Participants
40th
Percentile by assets
$7,524
Avg per participant
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Official DOL plan name: I.a.T.S.E. Atlanta Annuity Trust · Sponsored by Iatse Atlanta Annuity Trust Board of Trustees · Tennessee · Finance & Insurance

$4M in assets, 581 participants

Iatse Atlanta Annuity Trust Board of Trustees's I.a.T.S.E. Atlanta Annuity Trust reported $4M in total assets and 581 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • 40th percentile by assets (of 123,622 plans)
  • #2,260 in Finance & Insurance (8,549 peers)

Iatse Atlanta Annuity Trust Board of Trustees multi-year trail

Iatse Atlanta Annuity Trust Board of Trustees's plans moved +33.3% in assets from 2022 to 2024; this filing shows I.a.T.S.E. Atlanta Annuity Trust at $4M / 581 participants.

$4M
total plan assets (2024 EOY)
581
covered participants
40th
percentile by assets (of 123,622 plans)
$7,524
avg assets per participant

Where I.a.T.S.E. Atlanta Annuity Trust sits by total assets

I.a.T.S.E. Atlanta Annuity Trust vs every filed plan by assets

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

$4,371,607 40th percentile higher than 40% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.a.T.S.E. Atlanta Annuity Trust reported net income fell from $541K in the plan year 2023 filing to $458K in the plan year 2024 filing.
  • I.a.T.S.E. Atlanta Annuity Trust end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • I.a.T.S.E. Atlanta Annuity Trust reported participants fell from 661 in the plan year 2023 filing to 581 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Tennessee
Industry
Finance & Insurance

Iatse Atlanta Annuity Trust Board of Trustees across 3 plan years on file

Across the 3 plan years Iatse Atlanta Annuity Trust Board of Trustees has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $4M, a gain of 33.3%, while reported participants moved from 622 to 581 (-6.6%). Peak year by sponsor assets: 2024 ($4M); trough: 2022 ($3M).

Iatse Atlanta Annuity Trust Board of Trustees multi-year asset trail

$3M$3.5M$4M$4.5M 202220232024 $3.28M $4.37M ▲ +33.2%
Total plan assets by year, all Iatse Atlanta Annuity Trust Board of Trustees plans on file
Year Plans Participants Total Assets
2022 1 622 $3M
2023 1 661 $4M
2024 1 581 $4M

Iatse Atlanta Annuity Trust Board of Trustees filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$458K
Employer EIN582436601
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Tennessee

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

I.a.T.S.E. Atlanta Annuity Trust vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 050001000015000 -0.500.511.522.5 Total assets ($B) Participants I.a.T.S.E. Atlanta A…, Total assets ($B): 0.004371607 · Participants: 581I.a.T.S.E. Atlanta A…Southern Electrical …, Total assets ($B): 2.191524146 · Participants: 11461Southern Electrical …IBEW Local 16, AFL-C…, Total assets ($B): 0.434339446 · Participants: 2070IBEW Local 16, AFL-C…Midwest Pipe Trades …, Total assets ($B): 0.221798038 · Participants: 1544Midwest Pipe Trades …U. a. Local Union No…, Total assets ($B): 0.203639598 · Participants: 1248U. a. Local Union No…IBEW Local Union No.…, Total assets ($B): 0.115026128 · Participants: 1864IBEW Local Union No.…
I.a.T.S.E. Atlanta Annuity Trust vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare I.a.T.S.E. Atlanta Annuity Trust side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to I.a.T.S.E. Atlanta Annuity Trust by total assets, not by location.

Frequently Asked Questions

How did I.a.T.S.E. Atlanta Annuity Trust assets move in 2024? ▼
I.a.T.S.E. Atlanta Annuity Trust grew at a solid clip - up 14.5% during 2024, from $4M to $4M. Reported net income was $458K.
How have Iatse Atlanta Annuity Trust Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iatse Atlanta Annuity Trust Board of Trustees's sponsor-wide assets grew 33.3%, from $3M to $4M.
Which Money Purchase plans are similar in size to I.a.T.S.E. Atlanta Annuity Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Life Management Center of Northwest Florida, Inc. Money Accumulation Pension Plan and Trust in FL ($4M, 163 participants).

Next read for I.a.T.S.E. Atlanta Annuity Trust

Multi-year trail

Ways to act on I.a.T.S.E. Atlanta Annuity Trust's numbers.

  • By total assets, I.a.T.S.E. Atlanta Annuity Trust ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in Tennessee. Compare plans
  • Iatse Atlanta Annuity Trust Board of Trustees's sponsor-wide assets have grown 33.3% since 2022 across 3 plan years on file. More Finance & Insurance 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 582436601.

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.