Defined Benefit (Pension) · DOL Form 5500 · 2023
International Association of Heat,Frost Insulators & Allied Workers Lu Pension Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 64
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $539,067
- Avg per participant High balance/head
Official DOL plan name: International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund · Sponsored by International Association of Heat,Frost Insulators & Allied Workers Lu · New York · Construction
$35M in assets, 64 participants
International Association of Heat,Frost Insulators & Allied Workers Lu's International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund reported $35M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #7,173 in Construction (9,030 peers)
Where International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund sits by assets
International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund sits in the top quartile of all filed plans by assets, $35M for 64 participants (~$539,067/participant), up 7.0% in 2023.
- #7,173
- in Construction (9,030 peers)
- +7.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund's outsized position by total assets
International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$34,500,295 Top 19% higher than 81% 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, Frost Insulators & Allied Workers Lu 91 Pension Fund among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund is a small filing (64 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund end-of-year assets rose from $32M in the plan year 2022 filing to $35M in the plan year 2023 filing.
- International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund reported participants fell from 67 in the plan year 2022 filing to 64 in the plan year 2023 filing.
DOL schedule card
Filing strip 136376169 · International Association of Heat,Frost Insulators & Allied Workers Lu PY 2023 · Defined Benefit (Pension)
International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund · $35M · 64 · 81st
- RANK $35M
- PHOTO 64
- IND 81st
- EOY Defined Benefit (Pension)
- 5500 near Retirement Plan for Employees of Dana-Farber Cancer Institute, Inc
- ASSETS ind #7173
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 →
International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $2M |
| Employer EIN | 136376169 |
| Plan Effective Date | 1988-03-05 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (International Association of Heat,Frost Insulators & Allied Workers Lu)
Sponsor-wide plan assets over time
All International Association of Heat,Frost Insulators & Allied Workers Lu plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 14.372142121527398% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $32M |
| 2023 | 1 | 64 | $35M |
| 2024 | 1 | 67 | $37M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
International Association of Heat, Frost Insulators & Allied Workers Lu 91 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Dana-Farber Cancer Institute, Inc in MA ($34M); by covered participants it is Intermountain Rural Electric Association Pension Plan in CO (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (64 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.