Money Purchase · DOL Form 5500 · 2022
Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Ann Money Purchase Plan
Data updated 2026-08-25
- $112M
- Total assets Near avg plan size
- 1,125
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $99,467
- Avg per participant Below avg balance/head
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.
- #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.
- #4,767
- in Administrative & Support Services (4,927 peers)
- -14.3%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
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.
Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund's outsized position by total assets
Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$111,899,849 Top 7% higher than 93% 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 and Allied Workers Local 6 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund lands in the large band (1,125 participants).
Published 5500 schedule card
Filing strip 046590962 · Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Ann PY 2022 · Money Purchase
Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund · $112M · 1,125 · 93rd
- NET $112M
- BOOK 1,125
- VS-ST 93rd
- BOY Money Purchase
- SCH near B.a.C. Local No. 3 Defined Contribution Pension Plan
- EBSA ind #4767
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 Administrative & Support Services retirement plans → · Plans in Massachusetts →
Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Ann plans reported in each filing year
- Latest sponsor-wide plan assets
- $151M 35.1791037716235% vs 2022
- 2024 filing year
| 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.
- 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
Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Massachusetts, the nearest Money Purchase by assets is B.a.C. Local No. 3 Defined Contribution Pension Plan in CA ($112M); by covered participants it is Brady Funded Retirement Plan in WI (1,132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($112M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,125 participants); asset peers above are excluded.
- Brady Funded Retirement Plan (WI) 1,132 · 7 off
- Local Union No 306 IBEW Pension Annuity Plan (OH) 1,135 · 10 off
- San Mateo County Electrical Construction Industry Retiremt Plan (CA) 1,137 · 12 off
- Sacramento Area Electrical Workers Pension and Profit Sharing Plan (CA) 1,137 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.