Money Purchase · DOL Form 5500 · 2022

Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Ann Money Purchase Plan

Data updated 2026-08-11

$112M
Total assets: 1,125
Participants: 93rd
Percentile by assets: $99,467
Avg per participant

Official DOL plan name: Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund · Sponsored by Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Ann · Massachusetts · Administrative & Support Services

$112M in assets, 1,125 participants

Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Ann's Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund reported $112M in total assets and 1,125 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 139,126 plans)
#4,767 in Administrative & Support Services (4,927 peers)

Where Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund sits by assets

Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund sits in the top 10% of all filed plans by assets, $112M for 1,125 participants (~$99,467/participant), down 14.3% in 2022.

$112M
total plan assets (2022 EOY): 1,125
covered participants: 93rd
percentile by assets (of 139,126 plans): $99,467
avg assets per participant

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State

Massachusetts

Industry

Administrative & Support Services

Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund vs the 2022 asset distribution

By assets, Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)	$131M
Net Assets (End of Year)	$112M
Net Income	-$19M
Employer EIN	046590962
Plan Effective Date	1987-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Ann)

Total plan assets by year, all Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Ann plans on file

Year	Plans	Participants	Total Assets
2022	1	1,125	$112M
2023	1	1,052	$133M
2024	1	1,015	$151M

Nearby Money Purchase Plans in Massachusetts

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

Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund vs. nearby Money Purchase plans in Massachusetts, assets vs. participants

The Mitre Corporation Qualified Retirement Plan $2.2B · 12,021
Massachusetts Laborers' Annuity Fund $2.0B · 11,530
Retirement Income Plan for Teaching Faculty of Harvard University $1.9B · 2,698
Harvard University Defined Contribution Retirement Plan $1.5B · 12,417
Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.4B · 8,275

Compare Heat & Frost Insulators and Allied Worke… side-by-side with 3 peers →

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund by total assets, not by location.

B.a.C. Local No. 3 Defined Contribution Pension Plan (CA) $112M · 640
Retirement Plan for Paralegals and Partners of Curtis,Mallet-Prevost, Colt & Mosle LLP (NY) $111M · 67
Local Union 598 Supplemental Pension Plan (OR) $113M · 602
Dechert LLP Pension Plan No. 1 for Partners (PA) $114M · 227

Frequently Asked Questions

How did Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund assets move in 2022? ▼

Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund pulled back noticeably - down 14.3% during 2022, from $131M to $112M. Reported net income was -$19M.

How have Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Ann plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Ann's sponsor-wide assets grew 35.2%, from $112M to $151M.

Where does Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund rank by assets among Form 5500 filers? ▼

Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).

Which Money Purchase plans are similar in size to Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund? ▼

Among Money Purchase plans in other states, the closest by assets is B.a.C. Local No. 3 Defined Contribution Pension Plan in CA ($112M, 640 participants).

Next read for Heat & Frost Insulators and Allied Worke…

Scale reading

Ways to act on Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund's numbers.

By total assets, Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Ann's sponsor-wide assets have grown 35.2% since 2022 across 3 plan years on file. More Administrative & Support Services plans

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 046590962.