Money Purchase · DOL Form 5500 · 2022
Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $52,724
- Avg per participant Low balance/head
Official DOL plan name: Heat & Frost Insulators Local No. 67 Annuity Plan · Sponsored by Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity · Tennessee · Construction
$4M in assets, 85 participants
Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity's Heat & Frost Insulators Local No. 67 Annuity Plan reported $4M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #4,705 in Construction (9,927 peers)
2022 asset change
Heat & Frost Insulators Local No. 67 Annuity Plan declined sharply 26.3% in 2022 ($6M → $4M) for 85 participants.
- #4,705
- in Construction (9,927 peers)
- -26.3%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heat & Frost Insulators Local No. 67 Annuity Plan's mid-pack asset rank among Construction and all filers
Heat & Frost Insulators Local No. 67 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,481,549 48th percentile higher than 48% 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 & Frost Insulators Local No. 67 Annuity 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 & Frost Insulators Local No. 67 Annuity Plan is a small filing (85 participants) on this national headcount ladder.
DOL schedule card
Filing strip 526117921 · Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity PY 2022 · Money Purchase
Heat & Frost Insulators Local No. 67 Annuity Plan · $4M · 85 · 48th
- PHOTO $4M
- PHOTO 85
- PHOTO 48th
- PHOTO Money Purchase
- PHOTO near Massgenics Incorporated Pension Plan
- PHOTO ind #4705
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 Tennessee →
Heat & Frost Insulators Local No. 67 Annuity Plan in the asset neighbourhood
Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity years around the 2022 move
Sponsor-wide plan assets over time
All Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 8.011805739488736% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $4M |
| 2023 | 1 | 34 | $4M |
| 2024 | 1 | 23 | $5M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 526117921 |
| Plan Effective Date | 1974-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Southern Electrical Retirement Fund $1.7B · 10,582
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $331M · 1,999
- U.a. Local Union No. 614 Pension Plan $166M · 1,308
- Midwest Pipe Trades Retirement Plan $159M · 1,481
- Millwright & Machinery Erectors Local 1192 Defined Contribution Pension Plan $98M · 853
Heat & Frost Insulators Local No. 67 Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Tennessee, the nearest Money Purchase by assets is Massgenics Incorporated Pension Plan in GA ($4M); by covered participants it is Anderson Wood Products Company Money Purchase Pension Plan in KY (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 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.