Profit Sharing · DOL Form 5500 · 2023
Joint Board of Trustees Heat and Frost Insulators and Allied Worker Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $155,517
- Avg per participant Above avg balance/head
Official DOL plan name: Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund · Sponsored by Joint Board of Trustees Heat and Frost Insulators and Allied Worker · New York · Construction
$11M in assets, 71 participants
Joint Board of Trustees Heat and Frost Insulators and Allied Worker's Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund reported $11M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #5,338 in Construction (9,030 peers)
Joint Board of Trustees Heat and Frost Insulators and Allied Worker multi-year trail
Joint Board of Trustees Heat and Frost Insulators and Allied Worker's plans moved +14.6% in assets from 2022 to 2024; this filing shows Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund at $11M / 71 participants.
- #5,338
- in Construction (9,030 peers)
- +11.8%
- assets growth YoY
Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund's mid-pack asset rank among Construction and all filers
Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,041,672 Top 39% higher than 61% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund is a small filing (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund reported participants fell from 80 in the plan year 2022 filing to 71 in the plan year 2023 filing.
DOL schedule card
Filing strip 161068939 · Joint Board of Trustees Heat and Frost Insulators and Allied Worker PY 2023 · Profit Sharing
Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund · $11M · 71 · 61st
- RANK $11M
- PHOTO 71
- IND 61st
- EOY Profit Sharing
- 5500 near D.W. Nicholson Corporation Profit Sharing Plan
- ASSETS ind #5338
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 →
Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund in the asset neighbourhood
Joint Board of Trustees Heat and Frost Insulators and Allied Worker multi-year asset trail
Sponsor-wide plan assets over time
All Joint Board of Trustees Heat and Frost Insulators and Allied Worker plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 14.582470559387792% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 164 | $28M |
| 2023 | 2 | 147 | $30M |
| 2024 | 2 | 150 | $32M |
Joint Board of Trustees Heat and Frost Insulators and Allied Worker filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 161068939 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Heat and Frost Insulators and Allied Workers Local No. 4 Annuity Savings Fund's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is D.W. Nicholson Corporation Profit Sharing Plan in CA ($11M); by covered participants it is Colegio Sagrado Corazon De Jesus Retirement Plan in PR (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (71 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.