Defined Benefit (Pension) · DOL Form 5500 · 2023
Joint Board of Trustees Heat and Frost Insulators and Allied Worker Pension Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 76
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $246,959
- Avg per participant Above avg balance/head
Official DOL plan name: Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan · Sponsored by Joint Board of Trustees Heat and Frost Insulators and Allied Worker · New York · Construction
$19M in assets, 76 participants
Joint Board of Trustees Heat and Frost Insulators and Allied Worker's Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan reported $19M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #6,338 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 Pension Plan at $19M / 76 participants.
- #6,338
- in Construction (9,030 peers)
- +4.5%
- assets growth YoY
Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan's outsized position by total assets
Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,768,911 Top 29% higher than 71% 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 Pension Plan 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 Pension Plan is a small filing (76 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 Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $848K in the plan year 2023 filing.
- Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan reported participants fell from 84 in the plan year 2022 filing to 76 in the plan year 2023 filing.
- Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 161068939 · Joint Board of Trustees Heat and Frost Insulators and Allied Worker PY 2023 · Defined Benefit (Pension)
Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan · $19M · 76 · 71st
- PHOTO $19M
- PHOTO 76
- PHOTO 71st
- PHOTO Defined Benefit (Pension)
- PHOTO near The Gradall Company Employees' Retirement Plan
- PHOTO ind #6338
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 Pension Plan 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) | $18M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $848K |
| Employer EIN | 161068939 |
| Plan Effective Date | 1957-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Heat and Frost Insulators and Allied Workers Local No. 4 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is The Gradall Company Employees' Retirement Plan in TX ($19M); by covered participants it is Renasant Bank Amended and Restated Pension Plan in MS (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (76 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.