Money Purchase
2022 plan-year Money Purchase DOL Form 5500

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

INTERNATIONAL ASSOC OF HEAT AND FROST INSULATORS & ALLIED WORKERS

This Money Purchase plan holds $25M in total assets and serves 141 participants as of 2022. It is sponsored by INTERNATIONAL ASSOC OF HEAT AND FROST INSULATORS & ALLIED WORKERS in Ohio. The plan reported positive net income of $940K for the year.

Total Assets (2023)
$25M
Participants
141
State
Industry
Other Services

What the Filing Says About INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN is a Money Purchase retirement plan sponsored by INTERNATIONAL ASSOC OF HEAT AND FROST INSULATORS & ALLIED WORKERS, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $25M in total end-of-year assets and covers 141 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 341311911, and the plan has been effective since 1980-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2022 to $25M at year-end — a gain of 3.9%. Net assets (after liabilities) closed the year at $25M, with reported net income of $940K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$24M
Total Assets (End of Year)$25M
Net Assets (End of Year)$25M
Net Income$940K
Plan TypeMoney Purchase
Employer EIN341311911
Plan Effective Date1980-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (INTERNATIONAL ASSOC OF HEAT AND FROST INSULATORS & ALLIED WORKERS)

Year Plans Participants Total Assets
2022 1 141 $25M
2023 1 192 $26M

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN?
As of the 2022 Form 5500 filing, INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN holds $25M in total assets with 141 participants. It is sponsored by INTERNATIONAL ASSOC OF HEAT AND FROST INSULATORS & ALLIED WORKERS.
What type of plan is INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN?
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN is a Money Purchase plan. It has been effective since 1980-05-01. The plan is filed with the U.S. Department of Labor under EIN 341311911.
Who sponsors the INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN?
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN is sponsored by INTERNATIONAL ASSOC OF HEAT AND FROST INSULATORS & ALLIED WORKERS, located in Ohio. The sponsor's EIN is 341311911 and the plan operates in the Other Services industry.
How did INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN perform in 2022?
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN grew by 3.9% during 2022, moving from $24M to $25M in total assets. Net income was $940K.
Where can I find official filings for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN?
Official Form 5500 filings for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 341311911 or plan name at efast.dol.gov.
How does INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN compare to other plans?
You can compare INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS & ALLIED WORKERS LOCAL #3 PENSION PLAN against other Money Purchase plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 341311911.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.