Defined Benefit (Pension) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$18M
Total assets
84
Participants
76th
Percentile by assets
$213,886
Avg per participant
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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.

  • 76th percentile by assets (of 139,126 plans)
  • #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.

$18M
total plan assets (2022 EOY)
84
covered participants
76th
percentile by assets (of 139,126 plans)
$213,886
avg assets per participant

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.

Where Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan sits 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 $2,010,000,000 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

State
New York
Industry
Construction

Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan vs the 2022 asset distribution

By assets, Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

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)

$26M$28M$30M$32M$34M 202220232024 $27.9M $31.9M ▲ +14.6%
Total plan assets by year, all Joint Board of Trustees Heat and Frost Insulators and Allied Worker plans on file
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 ($B) Participants Heat and Frost Insul…, Total assets ($B): 0.017966432 · Participants: 84Heat and Frost Insul…IBM Personal Pension…, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension…Consolidated Edison …, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison …Pepsico Employees Re…, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Re…New York State Nurse…, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurse…New York District Co…, Total assets ($B): 4.837058087 · Participants: 11318New York District Co…
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 Wor… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan by total assets, not by location.

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).

Next read for Heat and Frost Insulators and Allied Wor…

Scale reading

Ways to act on Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan's numbers.

  • By total assets, Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Joint Board of Trustees Heat and Frost Insulators and Allied Worker's sponsor-wide assets have grown 14.6% since 2022 across 3 plan years on file. More Construction plans

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.