Profit Sharing · DOL Form 5500 · 2022
Joint Board of Trustees Heat and Frost Insulators and Allied Worker Profit Sharing Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $123,497
- Avg per participant Near avg balance/head
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.
- #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.
- #6,371
- in Construction (9,927 peers)
- -12.6%
- 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 and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund's mid-pack asset rank among Construction and all filers
Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,879,796 Top 35% higher than 65% of 139,123 filed plans
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 Annuity Savings Fund 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 Annuity Savings Fund is a small filing (80 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 161068939 · Joint Board of Trustees Heat and Frost Insulators and Allied Worker PY 2022 · Profit Sharing
Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund · $10M · 80 · 65th
- SCH $10M
- EBSA 80
- PART 65th
- TYPE Profit Sharing
- NET near Nephrology & Hypertension Specialists, LLC Profit Sharing Plan
- BOOK ind #6371
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 Annuity Savings Fund in the asset neighbourhood
Joint Board of Trustees Heat and Frost Insulators and Allied Worker multi-year asset trail
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
| 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.
- 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
Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Nephrology & Hypertension Specialists, LLC Profit Sharing Plan in MO ($10M); by covered participants it is Rickey Bruening Inc. Profit Sharing Plan in CO (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 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.