Profit Sharing · DOL Form 5500 · 2022
Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund Profit Sharing Plan
Data updated 2026-08-11
- $10M
- Total assets
- 239
- Participants
- 65th
- Percentile by assets
- $41,981
- Avg per participant
Official DOL plan name: Heat & Frost Insulators Local No. 33 Annuity Plan · Sponsored by Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund · Connecticut · Construction
$10M in assets, 239 participants
Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund's Heat & Frost Insulators Local No. 33 Annuity Plan reported $10M in total assets and 239 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)
- #6,409 in Construction (9,927 peers)
Coverage in Connecticut
Heat & Frost Insulators Local No. 33 Annuity Plan covers 239 participants in Connecticut, about 33% of the average Connecticut filer (state average ~718 per filing). Assets: $10M.
- $10M
- total plan assets (2022 EOY)
- 239
- covered participants
- 65th
- percentile by assets (of 139,126 plans)
- $41,981
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Heat & Frost Insulators Local No. 33 Annuity Plan reports 239 participants - about 33% of that state average ($10M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 061172679 |
| Plan Effective Date | 1986-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 239 | $10M |
| 2023 | 1 | 243 | $12M |
| 2024 | 1 | 241 | $14M |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Heat & Frost Insulators Local No. 33 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
- North Atlantic States Carpenters Annuity Plan $1.2B · 10,777
- The Lee Company Profit Sharing Plan $396M · 930
- Connecticut Children's Retirement Savings Plan $377M · 2,969
- Connecticut Laborers' Annuity Plan $215M · 3,141
- Connecticut Pipetrades Local No. 777 Annuity Plan $212M · 2,456
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Heat & Frost Insulators Local No. 33 Annuity Plan by total assets, not by location.
- Blue Rock Products Company Profit Sharing Plan (MT) $10M · 71
- Jernigan-Kinsella & Co Employees Profit Sharing Plan (IL) $10M · 2
- Synergex 401(k) Plan (CA) $10M · 55
- Southern Mail Service, Inc. Retirement Plan (TX) $10M · 728
Frequently Asked Questions
How did Heat & Frost Insulators Local No. 33 Annuity Plan assets move in 2022? ▼
How have Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Heat & Frost Insulators Local No. 33 Annuity Plan? ▼
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Filing takeaways
Ways to act on Heat & Frost Insulators Local No. 33 Annuity Plan's numbers.
- By total assets, Heat & Frost Insulators Local No. 33 Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Connecticut. Compare plans
- Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund's sponsor-wide assets have grown 40.7% since 2022 across 3 plan years on file. More Construction plans