Profit Sharing · DOL Form 5500 · 2023
Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 243
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $49,417
- Avg per participant Low balance/head
Official DOL plan name: Heat & Frost Insulators Local No. 33 Annuity Plan · Sponsored by Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund · Connecticut · Construction
$12M in assets, 243 participants
Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund's Heat & Frost Insulators Local No. 33 Annuity Plan reported $12M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #5,515 in Construction (9,030 peers)
Coverage in Connecticut
Heat & Frost Insulators Local No. 33 Annuity Plan covers 243 participants in Connecticut, about 34% of the average Connecticut filer (state average ~718 per filing). Assets: $12M.
- #5,515
- in Construction (9,030 peers)
- +19.7%
- assets growth YoY
Heat & Frost Insulators Local No. 33 Annuity Plan's mid-pack asset rank among Construction and all filers
Heat & Frost Insulators Local No. 33 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,008,378 Top 37% higher than 63% 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
Heat & Frost Insulators Local No. 33 Annuity 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. Heat & Frost Insulators Local No. 33 Annuity Plan sits mid-pack in the medium band (243 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heat & Frost Insulators Local No. 33 Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Heat & Frost Insulators Local No. 33 Annuity Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Heat & Frost Insulators Local No. 33 Annuity Plan reported participants rose from 239 in the plan year 2022 filing to 243 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 061172679 · Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund PY 2023 · Profit Sharing
Heat & Frost Insulators Local No. 33 Annuity Plan · $12M · 243 · 63rd
- EIN $12M
- RANK 243
- PHOTO 63rd
- IND Profit Sharing
- EOY near Mitchell & Stark Construction Co., Inc. Employees' Profit Sharing and Investment Plan
- 5500 ind #5515
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 Connecticut →
Heat & Frost Insulators Local No. 33 Annuity Plan in the asset neighbourhood
Connecticut filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 061172679 |
| Plan Effective Date | 1986-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 40.700762660967385% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 239 | $10M |
| 2023 | 1 | 243 | $12M |
| 2024 | 1 | 241 | $14M |
Nearby Profit Sharing Plans in Connecticut
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- North Atlantic States Carpenters Annuity Plan $1.3B · 11,025
- Connecticut Children's Retirement Savings Plan $467M · 3,094
- The Lee Company Profit Sharing Plan $449M · 989
- Connecticut Pipetrades Local No. 777 Annuity Plan $246M · 2,559
- Connecticut Laborers' Annuity Plan $245M · 3,065
Heat & Frost Insulators Local No. 33 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Connecticut, the nearest Profit Sharing by assets is Mitchell & Stark Construction Co., Inc. Employees' Profit Sharing and Investment Plan in IN ($12M); by covered participants it is Pete's Corporation Retirement Plan in KS (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Mitchell & Stark Construction Co., Inc. Employees' Profit Sharing and Investment Plan (IN) $12M · 240
- Concepts of Independence, Inc. Supplemental Retirement Plan (NY) $12M · 2,150
- Agri Business Child Development 403(b) DC Plan (NY) $12M · 367
- Novi Pediatric Associates PC Employees Retirement Profit Sharing Plan (MI) $12M · 11
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- Pete's Corporation Retirement Plan (KS) 243 · 0 off
- The Contractors Retirement Plan (OH) 243 · 0 off
- Trinity Christian Academy Employer Funded Retirement Plan (TX) 243 · 0 off
- Automotive Racing Products, Inc. Profit Sharing Plan (CA) 242 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.