Profit Sharing · DOL Form 5500 · 2023

Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
120
Participants Small participant base
69th
Percentile by assets National rank
$139,029
Avg per participant Near avg balance/head
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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.

  • #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.

#6,131
in Construction (9,030 peers)
+13.8%
assets growth YoY

Allied Workers Local 91 Annuity Fund's outsized position 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

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

Allied Workers Local 91 Annuity Fund among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allied Workers Local 91 Annuity Fund sits mid-pack in the medium band (120 participants).

Plan-year Form 5500 strip

Filing strip 133539002 · Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu PY 2023 · Profit Sharing

Allied Workers Local 91 Annuity Fund · $17M · 120 · 69th

  • 5500 $17M
  • ASSETS 120
  • PCT 69th
  • EIN Profit Sharing
  • RANK near Cooperativa De Seguros Multiples De Puerto Rico Plan De Pensiones De Cont Def Co
  • PHOTO ind #6131

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 →

Allied Workers Local 91 Annuity Fund in the asset neighbourhood

German, Vreeland & Associates, LLP Basic Profit Sharing Pension PlanGerman, Vreeland & Associate…$17MJamal's Enterprises, Inc. Profit Sharing Plan and TrustJamal's Enterprises, Inc. Pr…$17MCooperativa De Seguros Multiples De Puerto Rico Plan De Pensiones De Cont Def CoCooperativa De Seguros Multi…$17MAllied Workers Local 91 Annuity FundAllied Workers Local 91 Annu…$17MSager & Sager Associates Profit Sharing PlanSager & Sager Associates Pro…$17M
End-of-year total assets ($M) among Allied Workers Local 91 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN133539002
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu)

Sponsor-wide plan assets over time

All Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu plans reported in each filing year

Latest sponsor-wide plan assets
$18M 10.607341040632198% vs 2023
2024 filing year
$16M$17M$18M$19M 20232024 $16.7M $18.5M ▲ +10.6%
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 Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Allied Workers Local 91 Annuity Fund, Total assets ($B): 0.016683493 · Participants: 120Allied Workers Local 91 Annuity FundAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Allied Workers Local 91 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Allied Workers Local 91 Annuity Fund side-by-side with 3 peers →

Allied Workers Local 91 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Cooperativa De Seguros Multiples De Puerto Rico Plan De Pensiones De Cont Def Co in PR ($17M); by covered participants it is Center for the Collaborative Classroom 403(b) DC Plan in CA (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Allied Workers Local 91 Annuity Fund assets move in 2023? ▼
Allied Workers Local 91 Annuity Fund grew at a solid clip - up 13.8% during 2023, from $15M to $17M. Reported net income was $2M.
How have Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu's sponsor-wide assets grew 10.6%, from $17M to $18M.
Which Profit Sharing plans are similar in size to Allied Workers Local 91 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by assets is Cooperativa De Seguros Multiples De Puerto Rico Plan De Pensiones De Cont Def Co in PR ($17M, 447 participants).
Which Profit Sharing plans cover a similar participant headcount to Allied Workers Local 91 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Center for the Collaborative Classroom 403(b) DC Plan in CA (120 participants, $20M 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 133539002.

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.