Money Purchase · DOL Form 5500 · 2023

International Association of Heat & Frost Insulators & Allied Money Purchase Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
183
Participants Below avg headcount
82nd
Percentile by assets National rank
$200,251
Avg per participant Above avg balance/head
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Official DOL plan name: International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan · Sponsored by International Association of Heat & Frost Insulators & Allied · Tennessee · Construction

$37M in assets, 183 participants

International Association of Heat & Frost Insulators & Allied's International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan reported $37M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,250 in Construction (9,030 peers)

Coverage in Tennessee

International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan covers 183 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $37M.

#7,250
in Construction (9,030 peers)
+3.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan's outsized position by total assets

International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan vs every filed plan by assets

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

$36,646,012 Top 18% higher than 82% 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

International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan 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. International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan reported participants rose from 176 in the plan year 2022 filing to 183 in the plan year 2023 filing.
  • International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan end-of-year assets rose from $35M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630732852 · International Association of Heat & Frost Insulators & Allied PY 2023 · Money Purchase

International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan · $37M · 183 · 82nd

  • NET $37M
  • BOOK 183
  • VS-ST 82nd
  • BOY Money Purchase
  • SCH near Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
  • EBSA ind #7250

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 Tennessee →

International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan in the asset neighbourhood

Resources for the Future, Inc. 401(a) RetirementResources for the Future, In…$37MRetail Wholesale and Department Store Union Staff Retirement PlanRetail Wholesale and Departm…$37MSoutheastern Ironworkers Annuity PlanSoutheastern Ironworkers Ann…$37MMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, I…$37MInternational Association of Heat & Frost Insulators & Allied Workers Local 78 Pension PlanInternational Association of…$37M
End-of-year total assets ($M) among International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$37M
Net Income$1M
Employer EIN630732852
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (International Association of Heat & Frost Insulators & Allied)

Sponsor-wide plan assets over time

All International Association of Heat & Frost Insulators & Allied plans reported in each filing year

Latest sponsor-wide plan assets
$40M 12.735187538543306% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $35.4M $39.9M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 176 $35M
2023 1 183 $37M
2024 1 177 $40M

Nearby Money Purchase Plans in Tennessee

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

International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.52 Total assets ($B) Participants International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan, Total assets ($B): 0.036646012 · Participants: 183International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension PlanSouthern Electrical Retirement Fund, Total assets ($B): 1.903808868 · Participants: 11228Southern Electrical Retirement FundIBEW Local 16, AFL-CIO & Multi- Employer Pension Plan, Total assets ($B): 0.378665018 · Participants: 2004IBEW Local 16, AFL-CIO & Multi- Employer Pension PlanU. a. Local Union No. 614 Pension Plan, Total assets ($B): 0.19563667 · Participants: 1248U. a. Local Union No. 614 Pension PlanMidwest Pipe Trades Retirement Plan, Total assets ($B): 0.190004018 · Participants: 1501Midwest Pipe Trades Retirement PlanIBEW Local Union No. 915 Pension-Annuity Fund, Total assets ($B): 0.098137251 · Participants: 1819IBEW Local Union No. 915 Pension-Annuity Fund
International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
Compare International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan side-by-side with 3 peers →

International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Tennessee, the nearest Money Purchase by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($37M); by covered participants it is Morningside University Defined Contribution Retire in IA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan assets move in 2023? ▼
International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan edged up modestly - up 3.7% during 2023, from $35M to $37M. Reported net income was $1M.
How have International Association of Heat & Frost Insulators & Allied plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Association of Heat & Frost Insulators & Allied's sponsor-wide assets grew 12.7%, from $35M to $40M.
Where does International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan rank by assets among Form 5500 filers? ▼
International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust in MT ($37M, 517 participants).
Which Money Purchase plans cover a similar participant headcount to International Association of Heat & Frost Insulators & Allied Workers Local 78 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Morningside University Defined Contribution Retire in IA (183 participants, $22M 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 630732852.

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.