Money Purchase · DOL Form 5500 · 2023

Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu Money Purchase Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
1,052
Participants Near avg headcount
93rd
Percentile by assets National rank
$126,345
Avg per participant Near avg balance/head
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Official DOL plan name: Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund · Sponsored by Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu · Massachusetts · Administrative & Support Services

$133M in assets, 1,052 participants

Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu's Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund reported $133M in total assets and 1,052 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #4,221 in Administrative & Support Services (4,372 peers)

Where Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund sits by assets

Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund sits in the top 10% of all filed plans by assets, $133M for 1,052 participants (~$126,345/participant), up 18.8% in 2023.

#4,221
in Administrative & Support Services (4,372 peers)
+18.8%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund's outsized position by total assets

Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund vs every filed plan by assets

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

$132,915,330 Top 7% higher than 93% 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

Heat & Frost Insulators and Allied Workers Local 6 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. Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund lands in the large band (1,052 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund reported net income rose from -$19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund end-of-year assets rose from $112M in the plan year 2022 filing to $133M in the plan year 2023 filing.
  • Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund reported participants fell from 1,125 in the plan year 2022 filing to 1,052 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 046590962 · Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu PY 2023 · Money Purchase

Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund · $133M · 1,052 · 93rd

  • TYPE $133M
  • TYPE 1,052
  • TYPE 93rd
  • TYPE Money Purchase
  • TYPE near Defined Contribution Plan for the Employees of the American Institute of Physics
  • TYPE ind #4221

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund in the asset neighbourhood

Carolina Electrical Workers Retirement FundCarolina Electrical Workers …$136MLundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution PlanLundquist Institute for Biom…$136MAspirus, Inc. Frozen 401(a) PlanAspirus, Inc. Frozen 401(a) …$135MHeat & Frost Insulators and Allied Workers Local 6 Annuity FundHeat & Frost Insulators and …$133MDefined Contribution Plan for the Employees of the American Institute of PhysicsDefined Contribution Plan fo…$131M
End-of-year total assets ($M) among Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$133M
Net Income$21M
Employer EIN046590962
Plan Effective Date1987-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu)

Sponsor-wide plan assets over time

All Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu plans reported in each filing year

Latest sponsor-wide plan assets
$151M 35.1791037716235% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $112M $151M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 1,125 $112M
2023 1 1,052 $133M
2024 1 1,015 $151M

Nearby Money Purchase Plans in Massachusetts

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

Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund vs. nearby Money Purchase plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 050001000015000 0123 Total assets ($B) Participants Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund, Total assets ($B): 0.13291533 · Participants: 1052Heat & Frost Insulators and Allied Workers Local 6 Annuity FundThe Mitre Corporation Qualified Retirement Plan, Total assets ($B): 2.564495046 · Participants: 12551The Mitre Corporation Qualified Retirement PlanRetirement Income Plan for Teaching Faculty of Harvard University, Total assets ($B): 2.165044645 · Participants: 2687Retirement Income Plan for Teaching Faculty of Harvard UniversityMassachusetts Laborers' Annuity Fund, Total assets ($B): 2.163224805 · Participants: 11709Massachusetts Laborers' Annuity FundHarvard University Defined Contribution Retirement Plan, Total assets ($B): 1.763325967 · Participants: 13259Harvard University Defined Contribution Retirement PlanElectrical Workers Deferred Income Plan Local 103, I.B.E.W., Total assets ($B): 1.633331243 · Participants: 8337Electrical Workers Deferred Income Plan Local 103, I.B.E.W.
Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
Compare Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund side-by-side with 3 peers →

Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Massachusetts, the nearest Money Purchase by assets is Defined Contribution Plan for the Employees of the American Institute of Physics in MD ($131M); by covered participants it is International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust in IN (1,051 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,052 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 Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund assets move in 2023? ▼
Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund grew sharply - up 18.8% during 2023, from $112M to $133M. Reported net income was $21M.
How have Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu's sponsor-wide assets grew 35.2%, from $112M to $151M.
Where does Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund rank by assets among Form 5500 filers? ▼
Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund ranks in the 93rd 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 Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Defined Contribution Plan for the Employees of the American Institute of Physics in MD ($131M, 230 participants).
Which Money Purchase plans cover a similar participant headcount to Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust in IN (1,051 participants, $115M 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 046590962.

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.