Defined Benefit (Pension) · DOL Form 5500 · 2024
Iatse Local 11, Pension Fund Pension Plan
Data updated 2026-08-11
- $67M
- Total assets
- 454
- Participants
- 87th
- Percentile by assets
- $146,513
- Avg per participant
Official DOL plan name: Pension Fund of Local 11, Iatse · Sponsored by Iatse Local 11, Pension Fund · Massachusetts · Arts, Entertainment & Recreation
$67M in assets, 454 participants
Iatse Local 11, Pension Fund's Pension Fund of Local 11, Iatse reported $67M in total assets and 454 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #2,719 in Arts, Entertainment & Recreation (2,921 peers)
Where Pension Fund of Local 11, Iatse sits by assets
Pension Fund of Local 11, Iatse sits in the top quartile of all filed plans by assets, $67M for 454 participants (~$146,513/participant), up 4.2% in 2024.
- $67M
- total plan assets (2024 EOY)
- 454
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $146,513
- avg assets per participant
Where Pension Fund of Local 11, Iatse sits by total assets
Pension Fund of Local 11, Iatse vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$66,517,095 Top 13% higher than 87% of 123,620 filed plans
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
- Pension Fund of Local 11, Iatse reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Pension Fund of Local 11, Iatse reported participants rose from 376 in the plan year 2023 filing to 454 in the plan year 2024 filing.
- Pension Fund of Local 11, Iatse end-of-year assets rose from $64M in the plan year 2023 filing to $67M in the plan year 2024 filing.
Pension Fund of Local 11, Iatse vs the 2024 asset distribution
By assets, Pension Fund of Local 11, Iatse outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $67M |
| Net Income | $3M |
| Employer EIN | 046211188 |
| Plan Effective Date | 1966-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iatse Local 11, Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 311 | $57M |
| 2023 | 1 | 376 | $64M |
| 2024 | 1 | 454 | $67M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $11.6B · 60,621
- New England Teamsters Pension Fund $9.1B · 21,577
- Liberty Mutual Retirement Benefit Plan $6.3B · 34,910
- Massachusetts Institute of Technology Basic Retirement Plan $5.9B · 12,533
- N. Atlantic States Carp. Pension Fund $5.1B · 16,946
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pension Fund of Local 11, Iatse by total assets, not by location.
Frequently Asked Questions
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Ways to act on Pension Fund of Local 11, Iatse's numbers.
- By total assets, Pension Fund of Local 11, Iatse ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Massachusetts. Compare plans
- Iatse Local 11, Pension Fund's sponsor-wide assets have grown 16.3% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans