Defined Benefit (Pension) · DOL Form 5500 · 2022

International Association of Heat and Frost Insulators and Allied Work Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
99
Participants Small participant base
78th
Percentile by assets National rank
$208,893
Avg per participant Above avg balance/head
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Official DOL plan name: International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund · Sponsored by International Association of Heat and Frost Insulators and Allied Work · Pennsylvania · Finance & Insurance

$21M in assets, 99 participants

International Association of Heat and Frost Insulators and Allied Work's International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund reported $21M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,982 in Finance & Insurance (9,261 peers)

Where International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund sits by assets

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund sits in the top quartile of all filed plans by assets, $21M for 99 participants (~$208,893/participant), up 9.3% in 2022.

#5,982
in Finance & Insurance (9,261 peers)
+9.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund's outsized position by total assets

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund vs every filed plan by assets

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

$20,680,390 Top 22% higher than 78% 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

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension 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. International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund is a small filing (99 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 146033598 · International Association of Heat and Frost Insulators and Allied Work PY 2022 · Defined Benefit (Pension)

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund · $21M · 99 · 78th

  • 5500 $21M
  • ASSETS 99
  • PCT 78th
  • EIN Defined Benefit (Pension)
  • RANK near Essentra Holdings Corp Pension Plan for Hourly Employees
  • PHOTO ind #5982

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund in the asset neighbourhood

Amherst College Staff Retirement PlanAmherst College Staff Retire…$21MInternational Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension FundInternational Association of…$21MEssentra Holdings Corp Pension Plan for Hourly EmployeesEssentra Holdings Corp Pensi…$21MSnyder Paper Corporation Retirement PlanSnyder Paper Corporation Ret…$21MAustin Telco Fcu Retirement PlanAustin Telco Fcu Retirement …$21M
End-of-year total assets ($M) among International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN146033598
Plan Effective Date1961-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (International Association of Heat and Frost Insulators and Allied Work)

Sponsor-wide plan assets over time

All International Association of Heat and Frost Insulators and Allied Work plans reported in each filing year

Latest sponsor-wide plan assets
$26M 26.273232758182996% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.7M $26.1M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 99 $21M
2023 1 98 $24M
2024 1 108 $26M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund, Total assets ($B): 0.02068039 · Participants: 99International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension FundNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund side-by-side with 3 peers →

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Essentra Holdings Corp Pension Plan for Hourly Employees in IL ($21M); by covered participants it is Retirement Plan for Non-Bargaining Employees of Times Super Market, Ltd. in HI (99 participants). Same-state nearby plans are listed separately above.

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 International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund assets move in 2022? ▼
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund grew at a solid clip - up 9.3% during 2022, from $19M to $21M. Reported net income was $2M.
How have International Association of Heat and Frost Insulators and Allied Work plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Association of Heat and Frost Insulators and Allied Work's sponsor-wide assets grew 26.3%, from $21M to $26M.
Where does International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund rank by assets among Form 5500 filers? ▼
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Essentra Holdings Corp Pension Plan for Hourly Employees in IL ($21M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Non-Bargaining Employees of Times Super Market, Ltd. in HI (99 participants, N/A 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 146033598.

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.