Money Purchase · DOL Form 5500 · 2023

Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 Money Purchase Plan

Data updated 2026-08-25

$188M
Total assets Near avg plan size
538
Participants Below avg headcount
94th
Percentile by assets National rank
$349,577
Avg per participant High balance/head
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Official DOL plan name: Annuity Fund of Heat and Frost Insulators Local 12 · Sponsored by Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 · New York · Construction

$188M in assets, 538 participants

Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12's Annuity Fund of Heat and Frost Insulators Local 12 reported $188M in total assets and 538 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,428 in Construction (9,030 peers)

Where Annuity Fund of Heat and Frost Insulators Local 12 sits by assets

Annuity Fund of Heat and Frost Insulators Local 12 sits in the top 10% of all filed plans by assets, $188M for 538 participants (~$349,577/participant), up 7.0% in 2023.

#8,428
in Construction (9,030 peers)
+7.0%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Annuity Fund of Heat and Frost Insulators Local 12's outsized position by total assets

Annuity Fund of Heat and Frost Insulators Local 12 vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$188,072,301 Top 6% higher than 94% of 127,068 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 2023

Annuity Fund of Heat and Frost Insulators Local 12 among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Fund of Heat and Frost Insulators Local 12 sits mid-pack in the medium band (538 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Annuity Fund of Heat and Frost Insulators Local 12 reported net income rose from -$39M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Annuity Fund of Heat and Frost Insulators Local 12 end-of-year assets rose from $176M in the plan year 2022 filing to $188M in the plan year 2023 filing.
  • Annuity Fund of Heat and Frost Insulators Local 12 reported participants fell from 570 in the plan year 2022 filing to 538 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 136101711 · Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 PY 2023 · Money Purchase

Annuity Fund of Heat and Frost Insulators Local 12 · $188M · 538 · 94th

  • VS-ST $188M
  • VS-ST 538
  • VS-ST 94th
  • VS-ST Money Purchase
  • VS-ST near Tecolote Research, Inc. Money Purchase Pension Plan
  • VS-ST ind #8428

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 New York →

Annuity Fund of Heat and Frost Insulators Local 12 in the asset neighbourhood

Midwest Pipe Trades Retirement PlanMidwest Pipe Trades Retireme…$190MTecolote Research, Inc. Money Purchase Pension PlanTecolote Research, Inc. Mone…$189MAnnuity Fund of Heat and Frost Insulators Local 12Annuity Fund of Heat and Fro…$188MSheet Metal Workers Local 219 Retirement Savings FundSheet Metal Workers Local 21…$184MPlumbers Local 24 Annuity FundPlumbers Local 24 Annuity Fu…$183M
End-of-year total assets ($M) among Annuity Fund of Heat and Frost Insulators Local 12 and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$176M
Net Assets (End of Year)$188M
Net Income$12M
Employer EIN136101711
Plan Effective Date1961-05-23
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 plans reported in each filing year

Latest sponsor-wide plan assets
$201M 14.141557943067124% vs 2022
2024 filing year
$170M$180M$190M$200M$210M 202220232024 $176M $201M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 570 $176M
2023 1 538 $188M
2024 1 490 $201M

Nearby Money Purchase Plans in New York

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

Annuity Fund of Heat and Frost Insulators Local 12 vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Annuity Fund of Heat and Frost Insulators Local 12, Total assets ($B): 0.188072301 · Participants: 538Annuity Fund of Heat and Frost Insulators Local 12Tiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Annuity Fund of Heat and Frost Insulators Local 12 vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Annuity Fund of Heat and Frost Insulators Local 12 side-by-side with 3 peers →

Annuity Fund of Heat and Frost Insulators Local 12's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Tecolote Research, Inc. Money Purchase Pension Plan in CA ($189M); by covered participants it is IBEW Local 531 & NECA Money Purchase Pension Plan in IN (540 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($188M here).

Similar participant headcount

Nearest other-state filings by covered participants (538 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Annuity Fund of Heat and Frost Insulators Local 12 assets move in 2023? ▼
Annuity Fund of Heat and Frost Insulators Local 12 grew at a solid clip - up 7.0% during 2023, from $176M to $188M. Reported net income was $12M.
How have Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12's sponsor-wide assets grew 14.1%, from $176M to $201M.
Where does Annuity Fund of Heat and Frost Insulators Local 12 rank by assets among Form 5500 filers? ▼
Annuity Fund of Heat and Frost Insulators Local 12 ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Annuity Fund of Heat and Frost Insulators Local 12? ▼
Among Money Purchase plans in other states, the closest by assets is Tecolote Research, Inc. Money Purchase Pension Plan in CA ($189M, 609 participants).
Which Money Purchase plans cover a similar participant headcount to Annuity Fund of Heat and Frost Insulators Local 12? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local 531 & NECA Money Purchase Pension Plan in IN (540 participants, $121M in assets).

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 136101711.

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.