Defined Benefit (Pension) · DOL Form 5500 · 2023
Heat & Frost Insulators & Asbestos Workers Local #38 Pension Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $204,311
- Avg per participant Above avg balance/head
Official DOL plan name: Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan · Sponsored by Heat & Frost Insulators & Asbestos Workers Local #38 · Pennsylvania · Construction
$18M in assets, 89 participants
Heat & Frost Insulators & Asbestos Workers Local #38's Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan reported $18M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #6,288 in Construction (9,030 peers)
Heat & Frost Insulators & Asbestos Workers Local #38 multi-year trail
Heat & Frost Insulators & Asbestos Workers Local #38's plans moved +21.2% in assets from 2022 to 2024; this filing shows Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan at $18M / 89 participants.
- #6,288
- in Construction (9,030 peers)
- +16.6%
- assets growth YoY
Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan's outsized position by total assets
Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,183,714 Top 29% higher than 71% 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 & Asbestos Workers Local 38 Retirement 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 & Asbestos Workers Local 38 Retirement Plan is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan reported participants fell from 97 in the plan year 2022 filing to 89 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 236283938 · Heat & Frost Insulators & Asbestos Workers Local #38 PY 2023 · Defined Benefit (Pension)
Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan · $18M · 89 · 71st
- PART $18M
- PART 89
- PART 71st
- PART Defined Benefit (Pension)
- PART near Pension Plan for Employees of Pediatric Associates of Dallas
- PART ind #6288
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 Pennsylvania →
Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan in the asset neighbourhood
Heat & Frost Insulators & Asbestos Workers Local #38 multi-year asset trail
Sponsor-wide plan assets over time
All Heat & Frost Insulators & Asbestos Workers Local #38 plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 21.19324489212637% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 580 | $37M |
| 2023 | 2 | 555 | $42M |
| 2024 | 2 | 539 | $45M |
Heat & Frost Insulators & Asbestos Workers Local #38 filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 236283938 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Heat & Frost Insulators & Asbestos Workers Local 38 Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Pediatric Associates of Dallas in TX ($18M); by covered participants it is Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division in RI (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.
- Bank of America Retirement Plan for Dollar Paid Employees of Military Banking Division (RI) 89 · 0 off
- Valcor Engineering Corporation Employee's Pension Plan (NJ) 89 · 0 off
- Retirement Plan for the Subsidiaries of Southside Bancshares, Inc. (TX) 89 · 0 off
- Beneficial Bank Consolidated Pension Plan (DE) 89 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.