IATSE 127 retirement plan: assets, participants and fees
What IATSE 127's retirement plan plan says about matching contributions
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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Watson Financial LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 28 defined-contribution plans in arts, entertainment, and recreation with 500 to 999 participants.
| IATSE 127: employer contribution per participant | $381 | |
| Peer median | $2,518 |
| IATSE 127: average balance | $3,886 | |
| Peer median | $79,138 |
| IATSE 127: admin expenses ÷ assets | 0.96% | |
| Peer median | 0.26% |
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 $9.2M at the end of plan year 2021 to $3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,361 | $3M | $296K | $381 | 0.96% | Not published | Form 5500 ↗ |
| 2024 | 2,591 | $8.7M | $871K | $807 | 0.86% | Not published | Form 5500 ↗ |
| 2023 | 2,421 | $8.9M | $823K | $864 | 0.55% | Not published | Form 5500 ↗ |
| 2022 | 3,077 | $7.6M | $437K | $524 | 0.36% | Not published | Form 5500 ↗ |
| 2021 | 2,951 | $9.2M | $223K | $292 | 0.58% | Not published | Form 5500 ↗ |
Common questions
Does IATSE 127 match 401(k) contributions?
The match terms for the Iatse Local 127 Pension Plan have not been published from its filing yet. The plan year 2025 filing reports $296K in employer contributions, about $381 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the IATSE 127 401(k) match vested?
The vesting schedule for the Iatse Local 127 Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the IATSE 127 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Iatse 127.
I left IATSE 127. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Iatse 127, (469) 755-3417) or the recordkeeper, Fidelity Investments Institutional. The IATSE 127 old 401(k) page lists the contacts from every plan filing. Find an old IATSE 127 401(k)
Data from the public Form 5500 annual reports IATSE 127 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 IATSE 127. Not financial advice. Report a correction · Methodology