Defined Benefit (Pension) · DOL Form 5500 · 2023

International Assoc. of Heat & Frost Insulators & Asbestos Workers No. Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
75
Participants Small participant base
70th
Percentile by assets National rank
$236,703
Avg per participant Above avg balance/head
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Official DOL plan name: Heat & Frost & Allied Workers No. 21 Pension Plan · Sponsored by International Assoc. of Heat & Frost Insulators & Asbestos Workers No. · Texas · Construction

$18M in assets, 75 participants

International Assoc. of Heat & Frost Insulators & Asbestos Workers No.'s Heat & Frost & Allied Workers No. 21 Pension Plan reported $18M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,257 in Construction (9,030 peers)

International Assoc. of Heat & Frost Insulators & Asbestos Workers No. multi-year trail

International Assoc. of Heat & Frost Insulators & Asbestos Workers No.'s plans moved +24.5% in assets from 2022 to 2024; this filing shows Heat & Frost & Allied Workers No. 21 Pension Plan at $18M / 75 participants.

#6,257
in Construction (9,030 peers)
+12.0%
assets growth YoY

Heat & Frost & Allied Workers No. 21 Pension Plan's outsized position by total assets

Heat & Frost & Allied Workers No. 21 Pension Plan vs every filed plan by assets

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

$17,752,743 Top 30% higher than 70% 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 & Allied Workers No. 21 Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heat & Frost & Allied Workers No. 21 Pension Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heat & Frost & Allied Workers No. 21 Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Heat & Frost & Allied Workers No. 21 Pension Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Heat & Frost & Allied Workers No. 21 Pension Plan reported participants rose from 67 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 750355302 · International Assoc. of Heat & Frost Insulators & Asbestos Workers No. PY 2023 · Defined Benefit (Pension)

Heat & Frost & Allied Workers No. 21 Pension Plan · $18M · 75 · 70th

  • BOOK $18M
  • VS-ST 75
  • BOY 70th
  • SCH Defined Benefit (Pension)
  • EBSA near Pension Plan for Employees of Woodbury University
  • PART ind #6257

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 Texas →

Heat & Frost & Allied Workers No. 21 Pension Plan in the asset neighbourhood

Key Lakes Non-Contributory Pension PlanKey Lakes Non-Contributory P…$18MHeat & Frost & Allied Workers No. 21 Pension PlanHeat & Frost & Allied Worker…$18MPension Plan for Employees of Woodbury UniversityPension Plan for Employees o…$18MFedway Associates, Inc. Employees' Retirement PlanFedway Associates, Inc. Empl…$18MSunwest Federal Credit Union Defined Benefit Plan and TrustSunwest Federal Credit Union…$18M
End-of-year total assets ($M) among Heat & Frost & Allied Workers No. 21 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

International Assoc. of Heat & Frost Insulators & Asbestos Workers No. multi-year asset trail

Sponsor-wide plan assets over time

All International Assoc. of Heat & Frost Insulators & Asbestos Workers No. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 24.463900391382644% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.9M $19.7M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 67 $16M
2023 1 75 $18M
2024 1 58 $20M

International Assoc. of Heat & Frost Insulators & Asbestos Workers No. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN750355302
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Heat & Frost & Allied Workers No. 21 Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Heat & Frost & Allied Workers No. 21 Pension Plan, Total assets ($B): 0.017752743 · Participants: 75Heat & Frost & Allied Workers No. 21 Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Heat & Frost & Allied Workers No. 21 Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Heat & Frost & Allied Workers No. 21 Pension Plan side-by-side with 3 peers →

Heat & Frost & Allied Workers No. 21 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Woodbury University in CA ($18M); by covered participants it is Bnb Bank Pension Plan in NY (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 & Allied Workers No. 21 Pension Plan assets move in 2023? ▼
Heat & Frost & Allied Workers No. 21 Pension Plan grew at a solid clip - up 12.0% during 2023, from $16M to $18M. Reported net income was $2M.
How have International Assoc. of Heat & Frost Insulators & Asbestos Workers No. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Assoc. of Heat & Frost Insulators & Asbestos Workers No.'s sponsor-wide assets grew 24.5%, from $16M to $20M.
Which Defined Benefit (Pension) plans are similar in size to Heat & Frost & Allied Workers No. 21 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Woodbury University in CA ($18M, 49 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heat & Frost & Allied Workers No. 21 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bnb Bank Pension Plan in NY (75 participants, $38M 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 750355302.

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.