Money Purchase · DOL Form 5500 · 2022
Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 Money Purchase Plan
Data updated 2026-08-11
- $176M
- Total assets
- 570
- Participants
- 95th
- Percentile by assets
- $308,267
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $176M
- total plan assets (2022 EOY)
- 570
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $308,267
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Annuity Fund of Heat and Frost Insulators Local 12 outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $215M |
|---|---|
| Net Assets (End of Year) | $175M |
| Net Income | -$39M |
| Employer EIN | 136101711 |
| Plan Effective Date | 1961-05-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12)
| 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
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Annuity Fund of Heat and Frost Insulators Local 12 by total assets, not by location.
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan (IN) $178M · 498
- International Association of Heat and Frost Insulators Local 17 Annuity Fund (IL) $173M · 1,223
- Plumbers Local 24 Annuity Fund (NJ) $172M · 912
- Government Employees Health Assoc. , Inc. 401(k) Retirement Savings Plan (MO) $180M · 1,570
Frequently Asked Questions
How did Annuity Fund of Heat and Frost Insulators Local 12 assets move in 2022? ▼
How have Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 plan assets changed over time? ▼
Where does Annuity Fund of Heat and Frost Insulators Local 12 rank by assets among Form 5500 filers? ▼
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Next read for Annuity Fund of Heat and Frost Insulator…
Scale reading
Ways to act on Annuity Fund of Heat and Frost Insulators Local 12's numbers.
- By total assets, Annuity Fund of Heat and Frost Insulators Local 12 ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans
- Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12's sponsor-wide assets have grown 14.1% since 2022 across 3 plan years on file. More Construction plans