Money Purchase · DOL Form 5500 · 2023
Board of Trustees-Local 18 Int'l Heat & Frost Insulators Money Purchase Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 599
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $92,935
- Avg per participant Below avg balance/head
Official DOL plan name: Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund · Sponsored by Board of Trustees-Local 18 Int'l Heat & Frost Insulators · Indiana · Finance & Insurance
$56M in assets, 599 participants
Board of Trustees-Local 18 Int'l Heat & Frost Insulators's Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund reported $56M in total assets and 599 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,051 in Finance & Insurance (8,869 peers)
Where Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund sits by assets
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund sits in the top quartile of all filed plans by assets, $56M for 599 participants (~$92,935/participant), up 18.9% in 2023.
- #7,051
- in Finance & Insurance (8,869 peers)
- +18.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund's outsized position by total assets
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$55,667,973 Top 13% higher than 87% 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
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers 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. Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund sits mid-pack in the medium band (599 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund reported net income rose from -$1M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund end-of-year assets rose from $47M in the plan year 2022 filing to $56M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 351843702 · Board of Trustees-Local 18 Int'l Heat & Frost Insulators PY 2023 · Money Purchase
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund · $56M · 599 · 87th
- SCH $56M
- EBSA 599
- PART 87th
- TYPE Money Purchase
- NET near Sheet Metal Workers' Local 206 Section 401(a) Plan
- BOOK ind #7051
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 Finance & Insurance retirement plans → · Plans in Indiana →
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $9M |
| Employer EIN | 351843702 |
| Plan Effective Date | 1990-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees-Local 18 Int'l Heat & Frost Insulators)
Sponsor-wide plan assets over time
All Board of Trustees-Local 18 Int'l Heat & Frost Insulators plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 34.962450075315154% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 599 | $47M |
| 2023 | 1 | 599 | $56M |
| 2024 | 1 | 635 | $63M |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- I.B.E.W Local 697 Defined Contribution Plan $390M · 981
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $202M · 593
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $173M · 2,898
- IBEW Local 531 & NECA Money Purchase Pension Plan $121M · 540
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $115M · 1,051
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund's out-of-state Money Purchase peers by assets and headcount
Outside Indiana, the nearest Money Purchase by assets is Sheet Metal Workers' Local 206 Section 401(a) Plan in CA ($55M); by covered participants it is Allied Workers Local 48 Annuity Plan in TN (598 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (599 participants); asset peers above are excluded.
- Allied Workers Local 48 Annuity Plan (TN) 598 · 1 off
- Presbyterian Seniorcare DC Pension Plan (PA) 597 · 2 off
- IBEW Local #972 Pension Plan and Trust (OH) 595 · 4 off
- The Contractors Retirement Plan (TX) 590 · 9 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.