Defined Benefit (Pension) · DOL Form 5500 · 2024

Iatse Local 11, Pension Fund Pension Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
454
Participants Below avg headcount
87th
Percentile by assets National rank
$146,513
Avg per participant Above avg balance/head
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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.

  • #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.

#2,719
in Arts, Entertainment & Recreation (2,921 peers)
+4.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Pension Fund of Local 11, Iatse's outsized position 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 $2,050,000,000 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

Pension Fund of Local 11, Iatse among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Fund of Local 11, Iatse sits mid-pack in the medium band (454 participants).

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 →

Plan-year Form 5500 strip

Filing strip 046211188 · Iatse Local 11, Pension Fund PY 2024 · Defined Benefit (Pension)

Pension Fund of Local 11, Iatse · $67M · 454 · 87th

  • VS-ST $67M
  • BOY 454
  • SCH 87th
  • EBSA Defined Benefit (Pension)
  • PART near Fujifilm Group Pension Plan
  • TYPE ind #2719

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 Massachusetts →

Pension Fund of Local 11, Iatse in the asset neighbourhood

The Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$67MThe Doe Run Resources Corporation Retirement PlanThe Doe Run Resources Corpor…$67MPension Fund of Local 11, IatsePension Fund of Local 11, Ia…$67MFujifilm Group Pension Plan$66MColorado Permanente Medical Group, P.C. Cash Balance PlanColorado Permanente Medical …$66M
End-of-year total assets ($M) among Pension Fund of Local 11, Iatse and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Iatse Local 11, Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$67M 16.301618025132214% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $57.2M $66.5M ▲ +16.3%
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 ($B) Participants Pension Fund of Local 11, Iatse, Total assets ($B): 0.066517095 · Participants: 454Pension Fund of Local 11, IatseConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Pension Fund of Local 11, Iatse vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Pension Fund of Local 11, Iatse's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Fujifilm Group Pension Plan in NY ($66M); by covered participants it is Electricians Pension Plan, IBEW 995 in LA (454 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (454 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Fund of Local 11, Iatse? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Electricians Pension Plan, IBEW 995 in LA (454 participants, $78M in assets).