Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10

This Defined Benefit (Pension) plan holds $4M in total assets and serves 27 participants as of 2023. It is sponsored by HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 in Arkansas. The plan reported positive net income of $375K for the year.

Total Assets (2023)
$4M
Participants
27
State
Industry
Construction

What the Filing Says About HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN

HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10, headquartered in Arkansas. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 27 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 716093109, and the plan has been effective since 1974-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2023 to $4M at year-end — a gain of 9.2%. Net assets (after liabilities) closed the year at $4M, with reported net income of $375K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$375K
Plan TypeDefined Benefit (Pension)
Employer EIN716093109
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10)

Year Plans Participants Total Assets
2022 1 23 $4M
2023 1 27 $4M
2024 1 21 $5M

Nearby Defined Benefit (Pension) Plans in Arkansas

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

Frequently Asked Questions

How much money is in the HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN?
As of the 2023 Form 5500 filing, HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN holds $4M in total assets with 27 participants. It is sponsored by HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10.
What type of plan is HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN?
HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1974-01-01. The plan is filed with the U.S. Department of Labor under EIN 716093109.
Who sponsors the HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN?
HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN is sponsored by HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10, located in Arkansas. The sponsor's EIN is 716093109 and the plan operates in the Construction industry.
How did HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN perform in 2023?
HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN grew by 9.2% during 2023, moving from $4M to $4M in total assets. Net income was $375K.
Where can I find official filings for HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN?
Official Form 5500 filings for HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 716093109 or plan name at efast.dol.gov.
How does HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN compare to other plans?
You can compare HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL UNION 10 PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Arkansas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 716093109.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.