Money Purchase · DOL Form 5500 · 2023
Trustees of Int'l Assn of Heat and Frost Insulators Loc 17 Annuity Fd Money Purchase Plan
Data updated 2026-08-25
- $194M
- Total assets Near avg plan size
- 1,187
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $163,317
- Avg per participant Above avg balance/head
Official DOL plan name: International Association of Heat and Frost Insulators Local 17 Annuity Fund · Sponsored by Trustees of Int'l Assn of Heat and Frost Insulators Loc 17 Annuity Fd · Illinois · Construction
$194M in assets, 1,187 participants
Trustees of Int'l Assn of Heat and Frost Insulators Loc 17 Annuity Fd's International Association of Heat and Frost Insulators Local 17 Annuity Fund reported $194M in total assets and 1,187 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,444 in Construction (9,030 peers)
Where International Association of Heat and Frost Insulators Local 17 Annuity Fund sits by assets
International Association of Heat and Frost Insulators Local 17 Annuity Fund sits in the top 5% of all filed plans by assets, $194M for 1,187 participants (~$163,317/participant), up 12.3% in 2023.
- #8,444
- in Construction (9,030 peers)
- +12.3%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
International Association of Heat and Frost Insulators Local 17 Annuity Fund's outsized position by total assets
International Association of Heat and Frost Insulators Local 17 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$193,857,812 Top 5% higher than 95% 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
International Association of Heat and Frost Insulators Local 17 Annuity Fund's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Association of Heat and Frost Insulators Local 17 Annuity Fund lands in the large band (1,187 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- International Association of Heat and Frost Insulators Local 17 Annuity Fund reported net income rose from -$27M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- International Association of Heat and Frost Insulators Local 17 Annuity Fund end-of-year assets rose from $173M in the plan year 2022 filing to $194M in the plan year 2023 filing.
- International Association of Heat and Frost Insulators Local 17 Annuity Fund reported participants fell from 1,223 in the plan year 2022 filing to 1,187 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 366754873 · Trustees of Int'l Assn of Heat and Frost Insulators Loc 17 Annuity Fd PY 2023 · Money Purchase
International Association of Heat and Frost Insulators Local 17 Annuity Fund · $194M · 1,187 · 95th
- EIN $194M
- RANK 1,187
- PHOTO 95th
- IND Money Purchase
- EOY near U. a. Local Union No. 614 Pension Plan
- 5500 ind #8444
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 Illinois →
International Association of Heat and Frost Insulators Local 17 Annuity Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $173M |
|---|---|
| Net Assets (End of Year) | $194M |
| Net Income | $21M |
| Employer EIN | 366754873 |
| Plan Effective Date | 1981-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Int'l Assn of Heat and Frost Insulators Loc 17 Annuity Fd)
Sponsor-wide plan assets over time
All Trustees of Int'l Assn of Heat and Frost Insulators Loc 17 Annuity Fd plans reported in each filing year
- Latest sponsor-wide plan assets
- $216M 24.959642303827046% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,223 | $173M |
| 2023 | 1 | 1,187 | $194M |
| 2024 | 1 | 1,188 | $216M |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $751M · 1,685
- NECA-IBEW Local 176 Pension Trust Fund $678M · 2,263
- NECA-IBEW Local 364 Defined Contribution Plan $468M · 763
- Sheet Metal Workers Local 219 Retirement Savings Fund $184M · 907
- Sheet Metal Workers Local 91 Annuity Plan $164M · 674
International Association of Heat and Frost Insulators Local 17 Annuity Fund's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is U. a. Local Union No. 614 Pension Plan in TN ($196M); by covered participants it is United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund in NJ (1,180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($194M here).
- U. a. Local Union No. 614 Pension Plan (TN) $196M · 1,248
- Retirement Plan for Lawyers of Debevoise & Plimpton LLP (NY) $197M · 134
- Midwest Pipe Trades Retirement Plan (TN) $190M · 1,501
- U. a. Local 38 Defined Contribution Pension Plan (CA) $198M · 1,323
Similar participant headcount
Nearest other-state filings by covered participants (1,187 participants); asset peers above are excluded.
- United Parcel Service, Inc. - Machinists Lodge 447 (Iamaw) Annuity Fund (NJ) 1,180 · 7 off
- Arkansas Chapter NECA-IBEW Retirement Plan (AR) 1,178 · 9 off
- Union Hospital Money Purchase Retirement Plan (OH) 1,200 · 13 off
- Rochester Laborers Annuity Fund (NY) 1,203 · 16 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.