Money Purchase · DOL Form 5500 · 2022
Heat & Frost Insulators & Asbestos Workers Local Union 38 Money Purchase Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 483
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $44,066
- Avg per participant Low balance/head
Official DOL plan name: Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan · Sponsored by Heat & Frost Insulators & Asbestos Workers Local Union 38 · Pennsylvania · Construction
$21M in assets, 483 participants
Heat & Frost Insulators & Asbestos Workers Local Union 38's Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan reported $21M in total assets and 483 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #7,692 in Construction (9,927 peers)
Where Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan sits by assets
Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan sits in the top quartile of all filed plans by assets, $21M for 483 participants (~$44,066/participant), down 20.7% in 2022.
- #7,692
- in Construction (9,927 peers)
- -20.7%
- assets change YoY
- 0.2×
- 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 & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan's outsized position by total assets
Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$21,283,692 Top 22% higher than 78% 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 & Asbestos Workers Lcl 38 Retirement Investment Account Plan 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 & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan sits mid-pack in the medium band (483 participants).
EBSA filing schedule strip
Filing strip 236283938 · Heat & Frost Insulators & Asbestos Workers Local Union 38 PY 2022 · Money Purchase
Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan · $21M · 483 · 78th
- ASSETS $21M
- PCT 483
- EIN 78th
- RANK Money Purchase
- PHOTO near Charles R. Drew University of Medicine and Science Money Purchase Pension Plan
- IND ind #7692
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 Pennsylvania →
Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$6M |
| Employer EIN | 236283938 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heat & Frost Insulators & Asbestos Workers Local Union 38)
Sponsor-wide plan assets over time
All Heat & Frost Insulators & Asbestos Workers Local Union 38 plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 21.19324489212637% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 580 | $37M |
| 2023 | 2 | 555 | $42M |
| 2024 | 2 | 539 | $45M |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Milton Hershey School Money Purchase Pension Plan $140M · 1,309
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Charles R. Drew University of Medicine and Science Money Purchase Pension Plan in CA ($21M); by covered participants it is Waianae Coast Comprehensive Health Center Pension Trust Plan in HI (483 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Charles R. Drew University of Medicine and Science Money Purchase Pension Plan (CA) $21M · 129
- Dcs Commodities Corp. Employees' Money Purchase Pension Plan & Trust (IL) $21M · 1
- University of Maryland Surgical Associates, P.a. Pension Plan (MD) $22M · 74
- Alro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion) (MI) $21M · 2,885
Similar participant headcount
Nearest other-state filings by covered participants (483 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.