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
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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

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

  • 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.

See the national 2023→2024 release diff →

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 EIN046211188
Plan Effective Date1966-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iatse Local 11, Pension Fund)

$55M$60M$65M$70M 202220232024 $57.2M $66.5M ▲ +16.3%
Total plan assets by year, all Iatse Local 11, Pension Fund plans on file
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.

Pension Fund of Local 11, Iatse vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pension Fund of Loca…, Total assets ($B): 0.066517095 · Participants: 454Pension Fund of Loca…Consolidated Cash Ba…, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Ba…New England Teamster…, Total assets ($B): 9.093299462 · Participants: 21577New England Teamster…Liberty Mutual Retir…, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retir…Massachusetts Instit…, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Instit…N. Atlantic States C…, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States C…
Pension Fund of Local 11, Iatse vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

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

How did Pension Fund of Local 11, Iatse assets move in 2024?
Pension Fund of Local 11, Iatse edged up modestly - up 4.2% during 2024, from $64M to $67M. Reported net income was $3M.
How have Iatse Local 11, Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Iatse Local 11, Pension Fund's sponsor-wide assets grew 16.3%, from $57M to $67M.
Where does Pension Fund of Local 11, Iatse rank by assets among Form 5500 filers?
Pension Fund of Local 11, Iatse ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Pension Fund of Local 11, Iatse?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fujifilm Group Pension Plan in NY ($66M, 47 participants).

Scale reading

Ways to act on Pension Fund of Local 11, Iatse's numbers.