Profit Sharing · DOL Form 5500 · 2022

Joint Board of Trustees Heat and Frost Insulators and Allied Worker Profit Sharing Plan

Data updated 2026-08-11

$10M
Total assets: 80
Participants: 65th
Percentile by assets: $123,497
Avg per participant

Official DOL plan name: Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund · Sponsored by Joint Board of Trustees Heat and Frost Insulators and Allied Worker · New York · Construction

$10M in assets, 80 participants

Joint Board of Trustees Heat and Frost Insulators and Allied Worker's Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund reported $10M in total assets and 80 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)
#6,371 in Construction (9,927 peers)

Joint Board of Trustees Heat and Frost Insulators and Allied Worker multi-year trail

Joint Board of Trustees Heat and Frost Insulators and Allied Worker's plans moved +14.6% in assets from 2022 to 2024; this filing shows Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund at $10M / 80 participants.

$10M
total plan assets (2022 EOY): 80
covered participants: 65th
percentile by assets (of 139,126 plans): $123,497
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.

State

New York

Industry

Construction

Joint Board of Trustees Heat and Frost Insulators and Allied Worker across 3 plan years on file

Across the 3 plan years Joint Board of Trustees Heat and Frost Insulators and Allied Worker has on file (2022-2024), sponsor-wide plan assets have moved from $28M to $32M, a gain of 14.6%, while reported participants moved from 164 to 150 (-8.5%). Peak year by sponsor assets: 2024 ($32M); trough: 2022 ($28M).

Joint Board of Trustees Heat and Frost Insulators and Allied Worker multi-year asset trail

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

Joint Board of Trustees Heat and Frost Insulators and Allied Worker filing trail (2022)

Total Assets (Beginning of Year)	$11M
Net Assets (End of Year)	$10M
Net Income	-$1M
Employer EIN	161068939
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Plan of the Electrical Industry $2.0B · 19,997
Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
The Research Foundation for Suny Retirement Plan $1.1B · 11,139
Mason Tenders District Council Annuity Fund $837M · 11,072

Compare Heat and Frost Insulators and Allied Wor… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund by total assets, not by location.

Nephrology & Hypertension Specialists, LLC Profit Sharing Plan (MO) $10M · 48
Kartsonas Agency, Inc., Profit Sharing Plan (PA) $10M · 3
Adult & Pediatric Dermatology Specialists, P.C. Profit Sharing Plan (CT) $10M · 18
Enstor 401(k) Retirement Plan (TX) $10M · 108

Frequently Asked Questions

How did Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund assets move in 2022? ▼

Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund pulled back noticeably - down 12.6% during 2022, from $11M to $10M. Reported net income was -$1M.

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.

Which Profit Sharing plans are similar in size to Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Nephrology & Hypertension Specialists, LLC Profit Sharing Plan in MO ($10M, 48 participants).

Next read for Heat and Frost Insulators and Allied Wor…

Multi-year trail

Ways to act on Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund's numbers.

By total assets, Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing 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.