Money Purchase · DOL Form 5500 · 2023

Heat & Frost Insulators Local 27 Money Purchase Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
442
Participants Below avg headcount
78th
Percentile by assets National rank
$64,255
Avg per participant Low balance/head
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Official DOL plan name: Insulators Local No 27 Supplemental Pension Fund · Sponsored by Heat & Frost Insulators Local 27 · Missouri · Construction

$28M in assets, 442 participants

Heat & Frost Insulators Local 27's Insulators Local No 27 Supplemental Pension Fund reported $28M in total assets and 442 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,939 in Construction (9,030 peers)

Where Insulators Local No 27 Supplemental Pension Fund sits by assets

Insulators Local No 27 Supplemental Pension Fund sits in the top quartile of all filed plans by assets, $28M for 442 participants (~$64,255/participant), up 19.2% in 2023.

#6,939
in Construction (9,030 peers)
+19.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Insulators Local No 27 Supplemental Pension Fund's outsized position by total assets

Insulators Local No 27 Supplemental Pension Fund vs every filed plan by assets

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

$28,400,536 Top 22% higher than 78% 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

Insulators Local No 27 Supplemental Pension Fund 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. Insulators Local No 27 Supplemental Pension Fund sits mid-pack in the medium band (442 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Insulators Local No 27 Supplemental Pension Fund reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Insulators Local No 27 Supplemental Pension Fund end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Insulators Local No 27 Supplemental Pension Fund reported participants rose from 430 in the plan year 2022 filing to 442 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 430337343 · Heat & Frost Insulators Local 27 PY 2023 · Money Purchase

Insulators Local No 27 Supplemental Pension Fund · $28M · 442 · 78th

  • SCH $28M
  • SCH 442
  • SCH 78th
  • SCH Money Purchase
  • SCH near Waianae Coast Comprehensive Health Center Pension Trust Plan
  • SCH ind #6939

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 Missouri →

Insulators Local No 27 Supplemental Pension Fund in the asset neighbourhood

Insulators Local No 27 Supplemental Pension FundInsulators Local No 27 Suppl…$28MWaianae Coast Comprehensive Health Center Pension Trust PlanWaianae Coast Comprehensive …$28MQuality Insights Inc. Money Purchase PensionQuality Insights Inc. Money …$28MKnea Employees' Contributory Pension Plan & TrustKnea Employees' Contributory…$28MRamsey Clinic & Ramsey Foundation Employees Pension PlanRamsey Clinic & Ramsey Found…$28M
End-of-year total assets ($M) among Insulators Local No 27 Supplemental Pension Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$5M
Employer EIN430337343
Plan Effective Date1977-10-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Heat & Frost Insulators Local 27)

Sponsor-wide plan assets over time

All Heat & Frost Insulators Local 27 plans reported in each filing year

Latest sponsor-wide plan assets
$93M 31.462151389525093% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70.8M $93.1M ▲ +31.5%
Year Plans Participants Total Assets
2022 2 591 $71M
2023 2 602 $83M
2024 2 677 $93M

Nearby Money Purchase Plans in Missouri

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

Insulators Local No 27 Supplemental Pension Fund vs. nearby Money Purchase plans in Missouri, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -0.500.511.52 Total assets ($B) Participants Insulators Local No 27 Supplemental Pension Fund, Total assets ($B): 0.028400536 · Participants: 442Insulators Local No 27 Supplemental Pension FundLocal No. 1 IBEW Pension Benefit Trust Fund, Total assets ($B): 1.691580617 · Participants: 4647Local No. 1 IBEW Pension Benefit Trust FundNECA-IBEW Pension Benefit Trust Fund, Total assets ($B): 0.917217645 · Participants: 3999NECA-IBEW Pension Benefit Trust FundSaint Louis University Retirement Plan, Total assets ($B): 0.708895214 · Participants: 2863Saint Louis University Retirement PlanThe Children's Mercy Hospital Retirement Plan, Total assets ($B): 0.503089354 · Participants: 6519The Children's Mercy Hospital Retirement PlanBrewery Conference/Anheuser-Busch Defined Contribution Plan, Total assets ($B): 0.499683062 · Participants: 2621Brewery Conference/Anheuser-Busch Defined Contribution Plan
Insulators Local No 27 Supplemental Pension Fund vs. nearby Money Purchase plans in Missouri, assets vs. participants
Compare Insulators Local No 27 Supplemental Pension Fund side-by-side with 3 peers →

Insulators Local No 27 Supplemental Pension Fund's out-of-state Money Purchase peers by assets and headcount

Outside Missouri, the nearest Money Purchase by assets is Waianae Coast Comprehensive Health Center Pension Trust Plan in HI ($28M); by covered participants it is Medela LLC Employees Pension Plan in IL (441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (442 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 Insulators Local No 27 Supplemental Pension Fund assets move in 2023? ▼
Insulators Local No 27 Supplemental Pension Fund grew sharply - up 19.2% during 2023, from $24M to $28M. Reported net income was $5M.
How have Heat & Frost Insulators Local 27 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heat & Frost Insulators Local 27's sponsor-wide assets grew 31.5%, from $71M to $93M.
Where does Insulators Local No 27 Supplemental Pension Fund rank by assets among Form 5500 filers? ▼
Insulators Local No 27 Supplemental Pension Fund ranks in the 78th 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 Insulators Local No 27 Supplemental Pension Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Waianae Coast Comprehensive Health Center Pension Trust Plan in HI ($28M, 493 participants).
Which Money Purchase plans cover a similar participant headcount to Insulators Local No 27 Supplemental Pension Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Medela LLC Employees Pension Plan in IL (441 participants, $57M 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 430337343.

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.