Money Purchase · DOL Form 5500 · 2023
Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity Money Purchase Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $131,799
- Avg per participant Near avg balance/head
Official DOL plan name: Heat & Frost Insulators Local No. 67 Annuity Plan · Sponsored by Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity · Tennessee · Construction
$4M in assets, 34 participants
Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity's Heat & Frost Insulators Local No. 67 Annuity Plan reported $4M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #3,610 in Construction (9,030 peers)
What the 2023 filing shows
Heat & Frost Insulators Local No. 67 Annuity Plan holds $4M for 34 participants - about $131,799 per participant, in the lower half of filed plans by assets.
- #3,610
- in Construction (9,030 peers)
- -0.0%
- assets change YoY
The plan reported a net loss of $480 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Heat & Frost Insulators Local No. 67 Annuity Plan's mid-pack asset rank among Construction and all filers
Heat & Frost Insulators Local No. 67 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,481,159 42nd percentile higher than 42% 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. 67 Annuity 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 Insulators Local No. 67 Annuity Plan is a small filing (34 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heat & Frost Insulators Local No. 67 Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to -$480 in the plan year 2023 filing.
- Heat & Frost Insulators Local No. 67 Annuity Plan reported participants fell from 85 in the plan year 2022 filing to 34 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 526117921 · Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity PY 2023 · Money Purchase
Heat & Frost Insulators Local No. 67 Annuity Plan · $4M · 34 · 42nd
- BOY $4M
- SCH 34
- EBSA 42nd
- PART Money Purchase
- TYPE near Mark B. Kislinger, M.D., Inc. Money Purchase Pension Plan
- NET ind #3610
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 →
Heat & Frost Insulators Local No. 67 Annuity Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$480 |
| Employer EIN | 526117921 |
| Plan Effective Date | 1974-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity)
Sponsor-wide plan assets over time
All Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 8.011805739488736% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $4M |
| 2023 | 1 | 34 | $4M |
| 2024 | 1 | 23 | $5M |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Southern Electrical Retirement Fund $1.9B · 11,228
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $379M · 2,004
- U. a. Local Union No. 614 Pension Plan $196M · 1,248
- Midwest Pipe Trades Retirement Plan $190M · 1,501
- IBEW Local Union No. 915 Pension-Annuity Fund $98M · 1,819
Heat & Frost Insulators Local No. 67 Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Tennessee, the nearest Money Purchase by assets is Mark B. Kislinger, M.D., Inc. Money Purchase Pension Plan in CA ($4M); by covered participants it is Spence-Chapin Services to Families and Children in NY (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (34 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.