Money Purchase
2023 plan-year Money Purchase DOL Form 5500

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND

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

TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 ANNUITY FD

This Money Purchase plan holds $194M in total assets and serves 1,187 participants as of 2023. It is sponsored by TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 ANNUITY FD in Illinois. The plan reported positive net income of $21M for the year.

Total Assets (2023)
$194M
Participants
1,187
State
Industry
Construction

What the Filing Says About INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND

INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND is a Money Purchase retirement plan sponsored by TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 ANNUITY FD, headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $194M in total end-of-year assets and covers 1,187 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 366754873, and the plan has been effective since 1981-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $173M at the beginning of 2023 to $194M at year-end — a gain of 12.3%. Net assets (after liabilities) closed the year at $194M, with reported net income of $21M 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)$173M
Total Assets (End of Year)$194M
Net Assets (End of Year)$194M
Net Income$21M
Plan TypeMoney Purchase
Employer EIN366754873
Plan Effective Date1981-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 ANNUITY FD)

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.

Frequently Asked Questions

How much money is in the INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND?
As of the 2023 Form 5500 filing, INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND holds $194M in total assets with 1,187 participants. It is sponsored by TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 ANNUITY FD.
What type of plan is INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND?
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND is a Money Purchase plan. It has been effective since 1981-06-01. The plan is filed with the U.S. Department of Labor under EIN 366754873.
Who sponsors the INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND?
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND is sponsored by TRUSTEES OF INT'L ASSN OF HEAT AND FROST INSULATORS LOC 17 ANNUITY FD, located in Illinois. The sponsor's EIN is 366754873 and the plan operates in the Construction industry.
How did INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND perform in 2023?
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND grew by 12.3% during 2023, moving from $173M to $194M in total assets. Net income was $21M.
Where can I find official filings for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND?
Official Form 5500 filings for INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 366754873 or plan name at efast.dol.gov.
How does INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND compare to other plans?
You can compare INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS LOCAL 17 ANNUITY FUND against other Money Purchase plans on the plan type page, or view plans in Illinois 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 366754873.

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 official public datasets. See our methodology for details.