Other
2023 plan-year Other DOL Form 5500

Pension Fund of Heat and Frost Insulators Local 12

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

Sponsored by Board of Trustees Pension Fund of Heat and Frost Insulators Local 12 · New York · Construction

What the 2023 filing shows

Pension Fund of Heat and Frost Insulators Local 12 holds $141M for 481 participants — about $292,827 per participant, up 11.9% over the 2023 plan year.

$141M
total plan assets (2023 EOY)
481
covered participants
$292,827
avg assets per participant
+11.9%
assets growth YoY
Total Assets (2023)
$141M
Participants
481
State
Industry
Construction

What the Filing Says About Pension Fund of Heat and Frost Insulators Local 12

Pension Fund of Heat and Frost Insulators Local 12 is a Other retirement plan sponsored by Board of Trustees Pension Fund of Heat and Frost Insulators Local 12, headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $141M in total end-of-year assets and covers 481 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 516045262, and the plan has been effective since 1964-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $126M at the beginning of 2023 to $141M at year-end — a gain of 11.9%. Net assets (after liabilities) closed the year at $135M, with reported net income of $15M 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 2 prior plan-year filings 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)$126M
Total Assets (End of Year)$141M
Net Assets (End of Year)$135M
Net Income$15M
Plan TypeOther
Employer EIN516045262
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Pension Fund of Heat and Frost Insulators Local 12)

Year Plans Participants Total Assets
2022 1 504 $126M
2023 1 481 $141M
2024 1 413 $155M

Nearby Other Plans in New York

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

Frequently Asked Questions

How much money is in the Pension Fund of Heat and Frost Insulators Local 12?
As of the 2023 Form 5500 filing, Pension Fund of Heat and Frost Insulators Local 12 holds $141M in total assets with 481 participants. It is sponsored by Board of Trustees Pension Fund of Heat and Frost Insulators Local 12.
What type of plan is Pension Fund of Heat and Frost Insulators Local 12?
Pension Fund of Heat and Frost Insulators Local 12 is a Other plan. It has been effective since 1964-01-01. The plan is filed with the U.S. Department of Labor under EIN 516045262.
Who sponsors the Pension Fund of Heat and Frost Insulators Local 12?
Pension Fund of Heat and Frost Insulators Local 12 is sponsored by Board of Trustees Pension Fund of Heat and Frost Insulators Local 12, located in New York. The sponsor's EIN is 516045262 and the plan operates in the Construction industry.
How did Pension Fund of Heat and Frost Insulators Local 12 perform in 2023?
Pension Fund of Heat and Frost Insulators Local 12 grew by 11.9% during 2023, moving from $126M to $141M in total assets. Net income was $15M.
Where can I find official filings for Pension Fund of Heat and Frost Insulators Local 12?
Official Form 5500 filings for Pension Fund of Heat and Frost Insulators Local 12 are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 516045262 or plan name at efast.dol.gov.
How does Pension Fund of Heat and Frost Insulators Local 12 compare to other plans?
You can compare Pension Fund of Heat and Frost Insulators Local 12 against other Other plans on the plan type page, or view plans in New York 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 516045262.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.