Defined Benefit (Pension) · DOL Form 5500 · 2022
Heat Trace Products LLC Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $94,688
- Avg per participant Below avg balance/head
Official DOL plan name: Heat Trace Products LLC Cash Balance Plan · Sponsored by Heat Trace Products LLC · Massachusetts · Manufacturing
$1M in assets, 15 participants
Heat Trace Products LLC's Heat Trace Products LLC Cash Balance Plan reported $1M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #2,891 in Manufacturing (20,602 peers)
Heat Trace Products LLC multi-year trail
Heat Trace Products LLC's plans moved -51.2% in assets from 2022 to 2024; this filing shows Heat Trace Products LLC Cash Balance Plan at $1M / 15 participants.
- #2,891
- in Manufacturing (20,602 peers)
- -13.1%
- assets change YoY
The plan reported a net loss of $214K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heat Trace Products LLC Cash Balance Plan among the smaller filed plans by assets
Heat Trace Products LLC Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,420,323 29th percentile higher than 29% 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 Trace Products LLC Cash Balance Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heat Trace Products LLC Cash Balance Plan is a small filing (15 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 201624779 · Heat Trace Products LLC PY 2022 · Defined Benefit (Pension)
Heat Trace Products LLC Cash Balance Plan · $1M · 15 · 29th
- RANK $1M
- RANK 15
- RANK 29th
- RANK Defined Benefit (Pension)
- RANK near Philip E. Werthman, M.D., a Medical Corporation Defined Benefit Pension Plan
- RANK ind #2891
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 Manufacturing retirement plans → · Plans in Massachusetts →
Heat Trace Products LLC Cash Balance Plan in the asset neighbourhood
Heat Trace Products LLC multi-year asset trail
Sponsor-wide plan assets over time
All Heat Trace Products LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $693K 51.19603076201681% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $1M |
| 2023 | 1 | 13 | $603K |
| 2024 | 1 | 13 | $693K |
Heat Trace Products LLC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$214K |
| Employer EIN | 201624779 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
Heat Trace Products LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Philip E. Werthman, M.D., a Medical Corporation Defined Benefit Pension Plan in CA ($1M); by covered participants it is The Egc Group, Inc. Cash Balance Plan in NY (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Philip E. Werthman, M.D., a Medical Corporation Defined Benefit Pension Plan (CA) $1M · 1
- R.P.I. Division of Riblet Products Corporation Pension Plan (GA) $1M · N/A
- Mark Chapparone Property Management Defined Benefit Pension Plan (CA) $1M · 5
- Los Angeles Real Estate Management, Inc. Cash Balance Plan (CA) $1M · 4
Similar participant headcount
Nearest other-state filings by covered participants (15 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.