Defined Benefit (Pension) · DOL Form 5500 · 2022

Joint Board of Trustees Heat and Frost Insulators and Allied Worker Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
84
Participants Small participant base
76th
Percentile by assets National rank
$213,886
Avg per participant Above avg balance/head
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Official DOL plan name: Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan · Sponsored by Joint Board of Trustees Heat and Frost Insulators and Allied Worker · New York · Construction

$18M in assets, 84 participants

Joint Board of Trustees Heat and Frost Insulators and Allied Worker's Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan reported $18M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,467 in Construction (9,927 peers)

Where Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan sits by assets

Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan sits in the top quartile of all filed plans by assets, $18M for 84 participants (~$213,886/participant), down 15.0% in 2022.

#7,467
in Construction (9,927 peers)
-15.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan's outsized position by total assets

Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan vs every filed plan by assets

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

$17,966,432 Top 24% higher than 76% 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 and Frost Insulators and Allied Workers Local No. 4 Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan is a small filing (84 participants) on this national headcount ladder.

DOL schedule card

Filing strip 161068939 · Joint Board of Trustees Heat and Frost Insulators and Allied Worker PY 2022 · Defined Benefit (Pension)

Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan · $18M · 84 · 76th

  • PART $18M
  • TYPE 84
  • NET 76th
  • BOOK Defined Benefit (Pension)
  • VS-ST near The Gerstenslager Company Bargaining Unit Employees' Pension Plan
  • BOY ind #7467

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 New York →

Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan in the asset neighbourhood

Mw Manufacturers Inc Retirement PlanMw Manufacturers Inc Retirem…$18MIhcc Employee Retirement Plan$18MHeat and Frost Insulators and Allied Workers Local No. 4 Pension PlanHeat and Frost Insulators an…$18MThe Gerstenslager Company Bargaining Unit Employees' Pension PlanThe Gerstenslager Company Ba…$18MFlsmidth Inc. Retirement Plan for Hourly EmployeesFlsmidth Inc. Retirement Pla…$18M
End-of-year total assets ($M) among Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN161068939
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Joint Board of Trustees Heat and Frost Insulators and Allied Worker)

Sponsor-wide plan assets over time

All Joint Board of Trustees Heat and Frost Insulators and Allied Worker plans reported in each filing year

Latest sponsor-wide plan assets
$32M 14.582470559387792% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $27.9M $31.9M ▲ +14.6%
Year Plans Participants Total Assets
2022 2 164 $28M
2023 2 147 $30M
2024 2 150 $32M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan, Total assets ($B): 0.017966432 · Participants: 84Heat and Frost Insulators and Allied Workers Local No. 4 Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan side-by-side with 3 peers →

Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is The Gerstenslager Company Bargaining Unit Employees' Pension Plan in OH ($18M); by covered participants it is Restated Texas Pacific Land Corporation Revised Employees' Pension Plan in TX (84 participants). Same-state nearby plans are listed separately above.

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 and Frost Insulators and Allied Workers Local No. 4 Pension Plan assets move in 2022? ▼
Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan declined sharply - down 15.0% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Joint Board of Trustees Heat and Frost Insulators and Allied Worker plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Joint Board of Trustees Heat and Frost Insulators and Allied Worker's sponsor-wide assets grew 14.6%, from $28M to $32M.
Where does Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan rank by assets among Form 5500 filers? ▼
Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Gerstenslager Company Bargaining Unit Employees' Pension Plan in OH ($18M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Restated Texas Pacific Land Corporation Revised Employees' Pension Plan in TX (84 participants, $12M 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 161068939.

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.