Defined Benefit (Pension) · DOL Form 5500 · 2022
Heat and Frost Insulators and Allied Workers Local 47 Retirement Pension Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 214
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $210,238
- Avg per participant Above avg balance/head
Official DOL plan name: Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund · Sponsored by Heat and Frost Insulators and Allied Workers Local 47 Retirement · Michigan · Construction
$45M in assets, 214 participants
Heat and Frost Insulators and Allied Workers Local 47 Retirement's Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund reported $45M in total assets and 214 participants in its 2022 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.
- #8,479 in Construction (9,927 peers)
Coverage in Michigan
Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund covers 214 participants in Michigan, about 34% of the average Michigan filer (state average ~638 per filing). Assets: $45M.
- #8,479
- in Construction (9,927 peers)
- -12.3%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund's outsized position by total assets
Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$44,990,946 Top 13% higher than 87% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund 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. Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund sits mid-pack in the medium band (214 participants).
Form 5500 schedule snapshot
Filing strip 386059001 · Heat and Frost Insulators and Allied Workers Local 47 Retirement PY 2022 · Defined Benefit (Pension)
Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund · $45M · 214 · 87th
- BOOK $45M
- VS-ST 214
- BOY 87th
- SCH Defined Benefit (Pension)
- EBSA near The Star Enterprise Retirement Plan
- PART ind #8479
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 Michigan →
Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | -$6M |
| Employer EIN | 386059001 |
| Plan Effective Date | 1956-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heat and Frost Insulators and Allied Workers Local 47 Retirement)
Sponsor-wide plan assets over time
All Heat and Frost Insulators and Allied Workers Local 47 Retirement plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 21.250400024929462% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 214 | $45M |
| 2023 | 1 | 204 | $49M |
| 2024 | 1 | 230 | $55M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $40.2B · 18,766
- Ford Motor Company UAW Retirement Plan $19.3B · 27,567
- Ford Motor Company General Retirement Plan $13.4B · 11,760
- Dow Employees' Pension Plan $13.0B · 13,759
- Fca US LLC UAW Pension Agreement $8.6B · 14,563
Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is The Star Enterprise Retirement Plan in CA ($45M); by covered participants it is Nysa-Ppgu Pension Fund & Plan in NJ (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- The Star Enterprise Retirement Plan (CA) $45M · N/A
- F. Schumacher & Co. Retirement Plan for Salaried Employees (NY) $45M · 36
- Jefferies Employees' Pension Plan (NY) $45M · 35
- Flexi-Van Pension Plan (AZ) $45M · 9
Similar participant headcount
Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.
- Nysa-Ppgu Pension Fund & Plan (NJ) 214 · 0 off
- Albemarle Corporation Pension Plan (NC) 214 · 0 off
- Employees' Retirement Plan of Ametek, Inc. (PA) 214 · 0 off
- Texas Oncology P.a. Cash Balance Pension Plan (TX) 214 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.