Profit Sharing · DOL Form 5500 · 2023
Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu Profit Sharing Plan
Data updated 2026-08-11
- $17M
- Total assets
- 120
- Participants
- 69th
- Percentile by assets
- $139,029
- Avg per participant
Official DOL plan name: Allied Workers Local 91 Annuity Fund · Sponsored by Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu · New York · Construction
$17M in assets, 120 participants
Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu's Allied Workers Local 91 Annuity Fund reported $17M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- 69th percentile by assets (of 127,072 plans)
- #6,131 in Construction (9,030 peers)
Coverage in New York
Allied Workers Local 91 Annuity Fund covers 120 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $17M.
- $17M
- total plan assets (2023 EOY)
- 120
- covered participants
- 69th
- percentile by assets (of 127,072 plans)
- $139,029
- avg assets per participant
Where Allied Workers Local 91 Annuity Fund sits by total assets
Allied Workers Local 91 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,683,493 Top 31% higher than 69% 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
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Allied Workers Local 91 Annuity Fund reports 120 participants - about 15% of that state average ($17M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 133539002 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 120 | $17M |
| 2024 | 1 | 101 | $18M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Allied Workers Local 91 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Allied Workers Local 91 Annuity Fund by total assets, not by location.
- Cooperativa De Seguros Multiples De Puerto Rico Plan De Pensiones De Cont Def Co (PR) $17M · 447
- Jamal's Enterprises, Inc. Profit Sharing Plan and Trust (CA) $17M · 38
- German, Vreeland & Associates, LLP Basic Profit Sharing Pension Plan (NJ) $17M · 8
- Sager & Sager Associates Profit Sharing Plan (PA) $17M · 4
Frequently Asked Questions
How did Allied Workers Local 91 Annuity Fund assets move in 2023? ▼
How have Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Allied Workers Local 91 Annuity Fund? ▼
Next read for Allied Workers Local 91 Annuity Fund
Filing takeaways
Ways to act on Allied Workers Local 91 Annuity Fund's numbers.
- By total assets, Allied Workers Local 91 Annuity Fund ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu's sponsor-wide assets have grown 10.6% since 2023 across 2 plan years on file. More Construction plans