Money Purchase · DOL Form 5500 · 2022

Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 Money Purchase Plan

Data updated 2026-08-25

$176M
Total assets Near avg plan size
570
Participants Below avg headcount
95th
Percentile by assets National rank
$308,267
Avg per participant High balance/head
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Official DOL plan name: Annuity Fund of Heat and Frost Insulators Local 12 · Sponsored by Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 · New York · Construction

$176M in assets, 570 participants

Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12's Annuity Fund of Heat and Frost Insulators Local 12 reported $176M in total assets and 570 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #9,366 in Construction (9,927 peers)

Where Annuity Fund of Heat and Frost Insulators Local 12 sits by assets

Annuity Fund of Heat and Frost Insulators Local 12 sits in the top 5% of all filed plans by assets, $176M for 570 participants (~$308,267/participant), down 18.1% in 2022.

#9,366
in Construction (9,927 peers)
-18.1%
assets change YoY
1.8×
vs typical plan assets (national mean)

The plan reported a net loss of $39M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Annuity Fund of Heat and Frost Insulators Local 12's outsized position by total assets

Annuity Fund of Heat and Frost Insulators Local 12 vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$175,712,005 Top 5% higher than 95% of 139,123 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 2022

Annuity Fund of Heat and Frost Insulators Local 12 among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Fund of Heat and Frost Insulators Local 12 sits mid-pack in the medium band (570 participants).

EBSA filing schedule strip

Filing strip 136101711 · Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 PY 2022 · Money Purchase

Annuity Fund of Heat and Frost Insulators Local 12 · $176M · 570 · 95th

  • 5500 $176M
  • 5500 570
  • 5500 95th
  • 5500 Money Purchase
  • 5500 near Rose-Hulman Institute of Technology Money Purchase Purchase Plan
  • 5500 ind #9366

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 Construction retirement plans → · Plans in New York →

Annuity Fund of Heat and Frost Insulators Local 12 in the asset neighbourhood

Government Employees Health Assoc. , Inc. 401(k) Retirement Savings PlanGovernment Employees Health …$180MRose-Hulman Institute of Technology Money Purchase Purchase PlanRose-Hulman Institute of Tec…$178MAnnuity Fund of Heat and Frost Insulators Local 12Annuity Fund of Heat and Fro…$176MInternational Association of Heat and Frost Insulators Local 17 Annuity FundInternational Association of…$173MPlumbers Local 24 Annuity FundPlumbers Local 24 Annuity Fu…$172M
End-of-year total assets ($M) among Annuity Fund of Heat and Frost Insulators Local 12 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$215M
Net Assets (End of Year)$175M
Net Income-$39M
Employer EIN136101711
Plan Effective Date1961-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12)

Sponsor-wide plan assets over time

All Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 plans reported in each filing year

Latest sponsor-wide plan assets
$201M 14.141557943067124% vs 2022
2024 filing year
$170M$180M$190M$200M$210M 202220232024 $176M $201M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 570 $176M
2023 1 538 $188M
2024 1 490 $201M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Annuity Fund of Heat and Frost Insulators Local 12 vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants Annuity Fund of Heat and Frost Insulators Local 12, Total assets ($B): 0.175712005 · Participants: 570Annuity Fund of Heat and Frost Insulators Local 12Tiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
Annuity Fund of Heat and Frost Insulators Local 12 vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Annuity Fund of Heat and Frost Insulators Local 12 side-by-side with 3 peers →

Annuity Fund of Heat and Frost Insulators Local 12's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Rose-Hulman Institute of Technology Money Purchase Purchase Plan in IN ($178M); by covered participants it is The Contractors Retirement Plan in TX (570 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (570 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Annuity Fund of Heat and Frost Insulators Local 12 assets move in 2022? ▼
Annuity Fund of Heat and Frost Insulators Local 12 declined sharply - down 18.1% during 2022, from $215M to $176M. Reported net income was -$39M.
How have Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12's sponsor-wide assets grew 14.1%, from $176M to $201M.
Where does Annuity Fund of Heat and Frost Insulators Local 12 rank by assets among Form 5500 filers? ▼
Annuity Fund of Heat and Frost Insulators Local 12 ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Money Purchase plans are similar in size to Annuity Fund of Heat and Frost Insulators Local 12? ▼
Among Money Purchase plans in other states, the closest by assets is Rose-Hulman Institute of Technology Money Purchase Purchase Plan in IN ($178M, 498 participants).
Which Money Purchase plans cover a similar participant headcount to Annuity Fund of Heat and Frost Insulators Local 12? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Contractors Retirement Plan in TX (570 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 136101711.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.