Money Purchase · DOL Form 5500 · 2022
Heat & Frost Insulators and Allied Money Purchase Plan
Data updated 2026-08-11
- $10M
- Total assets
- 608
- Participants
- 65th
- Percentile by assets
- $16,555
- Avg per participant
Official DOL plan name: Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan · Sponsored by Heat & Frost Insulators and Allied · Indiana · Construction
$10M in assets, 608 participants
Heat & Frost Insulators and Allied's Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan reported $10M in total assets and 608 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- 65th percentile by assets (of 139,126 plans)
- #6,417 in Construction (9,927 peers)
Heat & Frost Insulators and Allied multi-year trail
Heat & Frost Insulators and Allied's plans moved +39.9% in assets from 2022 to 2024; this filing shows Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan at $10M / 608 participants.
- $10M
- total plan assets (2022 EOY)
- 608
- covered participants
- 65th
- percentile by assets (of 139,126 plans)
- $16,555
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heat & Frost Insulators and Allied across 3 plan years on file
Across the 3 plan years Heat & Frost Insulators and Allied has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $14M, a gain of 39.9%, while reported participants moved from 608 to 490 (-19.4%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($10M).
Heat & Frost Insulators and Allied multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 608 | $10M |
| 2023 | 1 | 665 | $12M |
| 2024 | 1 | 490 | $14M |
Heat & Frost Insulators and Allied filing trail (2022)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$1M |
| Employer EIN | 311028544 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
- IBEW & Electrical Industry Loc 697, Money Purchase Plan $337M · 951
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $178M · 498
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $144M · 2,563
- IBEW Local 531 & NECA Money Purchase Pension Plan $102M · 515
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $99M · 1,021
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan by total assets, not by location.
- Racine Painters & Allied Trades Union Local 108 & Assoc Union Pension Plan (WI) $10M · 58
- Ocean Conservancy Defined Contribution Retirement Plan (DC) $10M · 117
- Graphic Communications Int'l Union Local 119b-43b New York Printers League Annuity Fund (NY) $10M · 127
- Drexel Chemical Company Money Purchase Pension Plan and Trust (TN) $10M · 168
Frequently Asked Questions
How did Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan assets move in 2022? ▼
How have Heat & Frost Insulators and Allied plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan? ▼
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Multi-year trail
Ways to act on Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan's numbers.
- By total assets, Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
- Heat & Frost Insulators and Allied's sponsor-wide assets have grown 39.9% since 2022 across 3 plan years on file. More Construction plans