Profit Sharing · DOL Form 5500 · 2022

Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
239
Participants Below avg headcount
65th
Percentile by assets National rank
$41,981
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,409
in Construction (9,927 peers)
-18.8%
assets change YoY

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.

Heat & Frost Insulators Local No. 33 Annuity Plan's mid-pack asset rank among Construction and all filers

Heat & Frost Insulators Local No. 33 Annuity Plan vs every filed plan by assets

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

$10,033,554 Top 35% higher than 65% 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 & Frost Insulators Local No. 33 Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heat & Frost Insulators Local No. 33 Annuity Plan sits mid-pack in the medium band (239 participants).

DOL schedule card

Filing strip 061172679 · Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund PY 2022 · Profit Sharing

Heat & Frost Insulators Local No. 33 Annuity Plan · $10M · 239 · 65th

  • BOOK $10M
  • BOOK 239
  • BOOK 65th
  • BOOK Profit Sharing
  • BOOK near Blue Rock Products Company Profit Sharing Plan
  • BOOK ind #6409

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 Connecticut →

Heat & Frost Insulators Local No. 33 Annuity Plan in the asset neighbourhood

Synergex 401(k) Plan$10MHeat & Frost Insulators Local No. 33 Annuity PlanHeat & Frost Insulators Loca…$10MBlue Rock Products Company Profit Sharing PlanBlue Rock Products Company P…$10MJernigan-Kinsella & Co Employees Profit Sharing PlanJernigan-Kinsella & Co Emplo…$10MSouthern Mail Service, Inc. Retirement PlanSouthern Mail Service, Inc. …$10M
End-of-year total assets ($M) among Heat & Frost Insulators Local No. 33 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN061172679
Plan Effective Date1986-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$14M 40.700762660967385% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10M $14.1M ▲ +40.8%
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 Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Heat & Frost Insulators Local No. 33 Annuity Plan, Total assets ($B): 0.010033554 · Participants: 239Heat & Frost Insulators Local No. 33 Annuity PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.23187796 · Participants: 10777North Atlantic States Carpenters Annuity PlanThe Lee Company Profit Sharing Plan, Total assets ($B): 0.396481458 · Participants: 930The Lee Company Profit Sharing PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.377103214 · Participants: 2969Connecticut Children's Retirement Savings PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.215365797 · Participants: 3141Connecticut Laborers' Annuity PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.212382275 · Participants: 2456Connecticut Pipetrades Local No. 777 Annuity Plan
Heat & Frost Insulators Local No. 33 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Heat & Frost Insulators Local No. 33 Annuity Plan side-by-side with 3 peers →

Heat & Frost Insulators Local No. 33 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Blue Rock Products Company Profit Sharing Plan in MT ($10M); by covered participants it is Comprehensive Senior Care Corp. 403(b) Plan in MI (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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.

Frequently Asked Questions

How did Heat & Frost Insulators Local No. 33 Annuity Plan assets move in 2022? ▼
Heat & Frost Insulators Local No. 33 Annuity Plan declined sharply - down 18.8% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund's sponsor-wide assets grew 40.7%, from $10M to $14M.
Which Profit Sharing plans are similar in size to Heat & Frost Insulators Local No. 33 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Blue Rock Products Company Profit Sharing Plan in MT ($10M, 71 participants).
Which Profit Sharing plans cover a similar participant headcount to Heat & Frost Insulators Local No. 33 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Comprehensive Senior Care Corp. 403(b) Plan in MI (239 participants, $4M 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 061172679.

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.