Heat & Frost Insulators Local 127 Supplemental/401(k) Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Board of Trustees of Asbestos Workers Local 127 · Wisconsin · Construction
What the 2023 filing shows
Heat & Frost Insulators Local 127 Supplemental/401(k) Retirement Plan holds $12M for 501 participants — about $23,413 per participant, up 11.0% over the 2023 plan year.
- $12M
- total plan assets (2023 EOY)
- 501
- covered participants
- $23,413
- avg assets per participant
- +11.0%
- assets growth YoY
What the Filing Says About Heat & Frost Insulators Local 127 Supplemental/401(k) Retirement Plan
Heat & Frost Insulators Local 127 Supplemental/401(k) Retirement Plan is a Money Purchase retirement plan sponsored by Board of Trustees of Asbestos Workers Local 127, headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 501 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 391599961, and the plan has been effective since 1988-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $11M at the beginning of 2023 to $12M at year-end — a gain of 11.0%. Net assets (after liabilities) closed the year at $12M, with reported net income of $1M 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) | $11M |
| Total Assets (End of Year) | $12M |
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Plan Type | Money Purchase |
| Employer EIN | 391599961 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Asbestos Workers Local 127)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 490 | $11M |
| 2023 | 1 | 501 | $12M |
| 2024 | 1 | 512 | $12M |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- Employees Retirement Plan of Marshfield Clinic $1.3B · 9,068
- Telephone and Data Systems, Inc. Pension Plan $471M · 5,421
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $429M · 1,896
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $311M · 10,094
- Aspirus, Inc. Frozen 401(a) Plan $135M · 2,354
Related Data
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Frequently Asked Questions
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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 391599961.
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.
Read our methodology — how this data is sourced, computed, and verified.