I.A.T.S.E. Local No. 31 retirement plan: assets, participants and fees

Plan year 2025 filingI.A.T.S.E. Local No. 31 Retirement Plan · Plan 001 · EIN 44-0459340Updated Oct 2026

What I.A.T.S.E. Local No. 31's retirement plan plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $944K in employer contributions, about $4,105 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$61,982
Average account balance
239
Participants (end of year)
$14.3M
Plan assets (end of year)
0.59%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperCbizSchedule C ↗
Independent auditorDeboer & Associates, PC (unmodified opinion)Schedule H ↗
Plan type and statusProfit-sharing · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 320 defined-contribution plans in arts, entertainment, and recreation with 100 to 499 participants.

I.A.T.S.E. Local No. 31: employer contribution per participant$4,105
Peer median$1,598
I.A.T.S.E. Local No. 31: average balance$61,982
Peer median$50,224
I.A.T.S.E. Local No. 31: admin expenses ÷ assets0.59%
Peer median0.40%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $11.6M at the end of plan year 2021 to $14.3M at the end of plan year 2025.

$11.6M2021$10.8M2022$11.9M2023$12.3M2024$14.3M2025
End-of-year figures from each plan year's Form 5500 filing for the I.A.T.S.E. Local No. 31 plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025239$14.3M$944K$4,1050.59%Not publishedForm 5500 ↗
2024231$12.3M$892K$3,8620.47%Not publishedForm 5500 ↗
2023220$11.9M$899K$4,1410.87%Not publishedForm 5500 ↗
2022203$10.8M$788K$3,8800.57%Not publishedForm 5500 ↗
2021181$11.6M$283K$1,5640.59%Not publishedForm 5500 ↗

Common questions

Does I.A.T.S.E. Local No. 31 match 401(k) contributions?

The match terms for the I.A.T.S.E. Local No. 31 Retirement Plan have not been published from its filing yet. The plan year 2025 filing reports $944K in employer contributions, about $4,105 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the I.A.T.S.E. Local No. 31 401(k) match vested?

The vesting schedule for the I.A.T.S.E. Local No. 31 Retirement Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the I.A.T.S.E. Local No. 31 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Cbiz. The plan administrator is Trustees.

I left I.A.T.S.E. Local No. 31. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Trustees, (816) 842-5167) or the recordkeeper, Cbiz. The I.A.T.S.E. Local No. 31 old 401(k) page lists the contacts from every plan filing. Find an old I.A.T.S.E. Local No. 31 401(k)

Data from the public Form 5500 annual reports I.A.T.S.E. Local No. 31 filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with I.A.T.S.E. Local No. 31. Not financial advice. Report a correction · Methodology