Money Purchase · DOL Form 5500 · 2022

Heat & Frost Insulators and Allied Money Purchase Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
608
Participants Below avg headcount
65th
Percentile by assets National rank
$16,555
Avg per participant Low balance/head
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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.

  • #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.

#6,417
in Construction (9,927 peers)
-11.4%
assets change YoY

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 Workers Local #50 Annuity Plan's mid-pack asset rank among Construction and all filers

Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,065,334 Top 35% higher than 65% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 #50 Annuity 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 and Allied Workers Local #50 Annuity Plan sits mid-pack in the medium band (608 participants).

DOL schedule card

Filing strip 311028544 · Heat & Frost Insulators and Allied PY 2022 · Money Purchase

Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan · $10M · 608 · 65th

  • IND $10M
  • EOY 608
  • 5500 65th
  • ASSETS Money Purchase
  • PCT near Racine Painters & Allied Trades Union Local 108 & Assoc Union Pension Plan
  • EIN ind #6417

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 Indiana →

Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan in the asset neighbourhood

Graphic Communications Int'l Union Local 119b-43b New York Printers League Annuity FundGraphic Communications Int'l…$10MHeat & Frost Insulators and Allied Workers Local #50 Annuity PlanHeat & Frost Insulators and …$10MOcean Conservancy Defined Contribution Retirement PlanOcean Conservancy Defined Co…$10MRacine Painters & Allied Trades Union Local 108 & Assoc Union Pension PlanRacine Painters & Allied Tra…$10MDrexel Chemical Company Money Purchase Pension Plan and TrustDrexel Chemical Company Mone…$10M
End-of-year total assets ($M) among Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Heat & Frost Insulators and Allied multi-year asset trail

Sponsor-wide plan assets over time

All Heat & Frost Insulators and Allied plans reported in each filing year

Latest sponsor-wide plan assets
$14M 39.85410717617518% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.1M $14.1M ▲ +39.8%
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 EIN311028544
Plan Effective Date1982-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. 050010001500200025003000 -1000100200300400 Total assets ($M) Participants Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan, Total assets ($M): 10.065334 · Participants: 608Heat & Frost Insulators and Allied Workers Local #50 Annuity PlanIBEW & Electrical Industry Loc 697, Money Purchase Plan, Total assets ($M): 336.97265 · Participants: 951IBEW & Electrical Industry Loc 697, Money Purchase PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 178.10962 · Participants: 498Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 143.964403 · Participants: 2563Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 101.512243 · Participants: 515IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 98.815615 · Participants: 1021International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan side-by-side with 3 peers →

Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Racine Painters & Allied Trades Union Local 108 & Assoc Union Pension Plan in WI ($10M); by covered participants it is The Scripps Research Institute Faculty and Management Retirement Plan in CA (610 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (608 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.

Frequently Asked Questions

How did Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan assets move in 2022? ▼
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan pulled back noticeably - down 11.4% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Heat & Frost Insulators and Allied plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heat & Frost Insulators and Allied's sponsor-wide assets grew 39.9%, from $10M to $14M.
Which Money Purchase plans are similar in size to Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Racine Painters & Allied Trades Union Local 108 & Assoc Union Pension Plan in WI ($10M, 58 participants).
Which Money Purchase plans cover a similar participant headcount to Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Scripps Research Institute Faculty and Management Retirement Plan in CA (610 participants, $227M in assets).

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 311028544.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.