Defined Benefit (Pension) · DOL Form 5500 · 2022
Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127 Pension Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 106
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $318,735
- Avg per participant High balance/head
Official DOL plan name: Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund · Sponsored by Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127 · Wisconsin · Construction
$34M in assets, 106 participants
Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127's Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund reported $34M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #8,246 in Construction (9,927 peers)
Coverage in Wisconsin
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund covers 106 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $34M.
- #8,246
- in Construction (9,927 peers)
- +0.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund's outsized position by total assets
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$33,785,951 Top 16% higher than 84% 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
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund 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. Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund sits mid-pack in the medium band (106 participants).
DOL schedule card
Filing strip 510167810 · Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127 PY 2022 · Defined Benefit (Pension)
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund · $34M · 106 · 84th
- RANK $34M
- RANK 106
- RANK 84th
- RANK Defined Benefit (Pension)
- RANK near Jovia Financial Credit Union Defined Benefit Plan and Trust
- RANK ind #8246
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 Wisconsin →
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $153K |
| Employer EIN | 510167810 |
| Plan Effective Date | 1965-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127)
Sponsor-wide plan assets over time
All Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127 plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 17.966772638721935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $34M |
| 2023 | 1 | 106 | $37M |
| 2024 | 1 | 115 | $40M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Jovia Financial Credit Union Defined Benefit Plan and Trust in NY ($34M); by covered participants it is Philadelphia Marine Trade Association International Longshoremen's Association Pension Fund in PA (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.
- Philadelphia Marine Trade Association International Longshoremen's Association Pension Fund (PA) 106 · 0 off
- The Connecticut Water Company Employees' Retirement Plan (CT) 106 · 0 off
- Usw Career Pension Plan for Appendix a Usw-Represented Employees (OH) 106 · 0 off
- Pension Plan for Employees of Baptist Health Richmond (KY) 106 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.