Defined Benefit (Pension) · DOL Form 5500 · 2023

Heat Trace Products LLC Pension Plan

Data updated 2026-08-25

$603K
Total assets Small plan by assets
13
Participants Small participant base
19th
Percentile by assets National rank
$46,384
Avg per participant Low balance/head
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Official DOL plan name: Heat Trace Products LLC Cash Balance Plan · Sponsored by Heat Trace Products LLC · Massachusetts · Manufacturing

$603K in assets, 13 participants

Heat Trace Products LLC's Heat Trace Products LLC Cash Balance Plan reported $603K in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,503 in Manufacturing (18,722 peers)

Heat Trace Products LLC multi-year trail

Heat Trace Products LLC's plans moved -51.2% in assets from 2022 to 2024; this filing shows Heat Trace Products LLC Cash Balance Plan at $603K / 13 participants.

#1,503
in Manufacturing (18,722 peers)
-57.5%
assets change YoY

The plan reported a net loss of $817K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heat Trace Products LLC Cash Balance Plan among the smaller filed plans by assets

Heat Trace Products LLC Cash Balance Plan vs every filed plan by assets

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

$602,986 19th percentile higher than 19% 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 Trace Products LLC Cash Balance 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 Trace Products LLC Cash Balance Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heat Trace Products LLC Cash Balance Plan reported net income fell from -$214K in the plan year 2022 filing to -$817K in the plan year 2023 filing.
  • Heat Trace Products LLC Cash Balance Plan end-of-year assets fell from $1M in the plan year 2022 filing to $603K in the plan year 2023 filing.
  • Heat Trace Products LLC Cash Balance Plan reported participants fell from 15 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 201624779 · Heat Trace Products LLC PY 2023 · Defined Benefit (Pension)

Heat Trace Products LLC Cash Balance Plan · $603K · 13 · 19th

  • EBSA $603K
  • PART 13
  • TYPE 19th
  • NET Defined Benefit (Pension)
  • BOOK near Genesis Healthcare System Employee's Retirement Plan
  • VS-ST ind #1503

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 Manufacturing retirement plans → · Plans in Massachusetts →

Heat Trace Products LLC Cash Balance Plan in the asset neighbourhood

The Kendal Corporation Pension PlanThe Kendal Corporation Pensi…$607KMercy Health & Rehabilitation Center Group Annuity PlanMercy Health & Rehabilitatio…$609KHeat Trace Products LLC Cash Balance PlanHeat Trace Products LLC Cash…$603KGenesis Healthcare System Employee's Retirement PlanGenesis Healthcare System Em…$605KHudson Valley Motorcycle Sales, Inc. Defined Benefit Pension Plan and TrustHudson Valley Motorcycle Sal…$600K
End-of-year total assets ($M) among Heat Trace Products LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Heat Trace Products LLC multi-year asset trail

Sponsor-wide plan assets over time

All Heat Trace Products LLC plans reported in each filing year

Latest sponsor-wide plan assets
$693K 51.19603076201681% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.42M $0.69M ▼ -51.4%
Year Plans Participants Total Assets
2022 1 15 $1M
2023 1 13 $603K
2024 1 13 $693K

Heat Trace Products LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$603K
Net Income-$817K
Employer EIN201624779
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Heat Trace Products LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Heat Trace Products LLC Cash Balance Plan, Total assets ($B): 0.000602986 · Participants: 13Heat Trace Products LLC Cash Balance PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Heat Trace Products LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Heat Trace Products LLC Cash Balance Plan side-by-side with 3 peers →

Heat Trace Products LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Genesis Healthcare System Employee's Retirement Plan in OH ($605K); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Trace Products LLC Cash Balance Plan assets move in 2023? ▼
Heat Trace Products LLC Cash Balance Plan contracted severely - down 57.5% during 2023, from $1M to $603K. Reported net income was -$817K.
How have Heat Trace Products LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heat Trace Products LLC's sponsor-wide assets declined 51.2%, from $1M to $693K.
Where does Heat Trace Products LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Heat Trace Products LLC Cash Balance Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Heat Trace Products LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Genesis Healthcare System Employee's Retirement Plan in OH ($605K, 631 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heat Trace Products LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants, $4M 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 201624779.

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.