Money Purchase · DOL Form 5500 · 2023

International Assoc of Heat and Frost Insulators & Allied Workers Money Purchase Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
192
Participants Below avg headcount
77th
Percentile by assets National rank
$134,478
Avg per participant Near avg balance/head
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Official DOL plan name: International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan · Sponsored by International Assoc of Heat and Frost Insulators & Allied Workers · Ohio · Other Services

$26M in assets, 192 participants

International Assoc of Heat and Frost Insulators & Allied Workers's International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan reported $26M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,920 in Other Services (7,857 peers)

Coverage in Ohio

International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan covers 192 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $26M.

#6,920
in Other Services (7,857 peers)
+2.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan's outsized position by total assets

International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan vs every filed plan by assets

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

$25,819,690 Top 23% higher than 77% 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

International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan 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. International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan reported participants rose from 141 in the plan year 2022 filing to 192 in the plan year 2023 filing.
  • International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan reported net income fell from $940K in the plan year 2022 filing to $612K in the plan year 2023 filing.
  • International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan end-of-year assets rose from $25M in the plan year 2022 filing to $26M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341311911 · International Assoc of Heat and Frost Insulators & Allied Workers PY 2023 · Money Purchase

International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan · $26M · 192 · 77th

  • NET $26M
  • BOOK 192
  • VS-ST 77th
  • BOY Money Purchase
  • SCH near Local 670 Annuity Fund
  • EBSA ind #6920

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 Other Services retirement plans → · Plans in Ohio →

International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan in the asset neighbourhood

The New England Center for Children, Inc. Target Benefit PlanThe New England Center for C…$26MCommunity Action Partnership of Kern 401(a) PlanCommunity Action Partnership…$26MInternational Association of Heat and Frost Insulators & Allied Workers Local #3 Pension PlanInternational Association of…$26MLocal 670 Annuity Fund$26MDoctors Council Annuity Fund 2Doctors Council Annuity Fund…$26M
End-of-year total assets ($M) among International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$26M
Net Income$612K
Employer EIN341311911
Plan Effective Date1980-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (International Assoc of Heat and Frost Insulators & Allied Workers)

Sponsor-wide plan assets over time

All International Assoc of Heat and Frost Insulators & Allied Workers plans reported in each filing year

Latest sponsor-wide plan assets
$26M 4.084903135738338% vs 2022
2024 filing year
$25M$25.5M$26M$26.5M 202220232024 $25.2M $26.2M ▲ +4.1%
Year Plans Participants Total Assets
2022 1 141 $25M
2023 1 192 $26M
2024 1 196 $26M

Nearby Money Purchase Plans in Ohio

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

International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan, Total assets ($B): 0.02581969 · Participants: 192International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan side-by-side with 3 peers →

International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Local 670 Annuity Fund in NY ($26M); by covered participants it is Southern California University of Health Sciences Money Purchase Pension Plan in CA (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

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 International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan assets move in 2023? ▼
International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan edged up modestly - up 2.4% during 2023, from $25M to $26M. Reported net income was $612K.
How have International Assoc of Heat and Frost Insulators & Allied Workers plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Assoc of Heat and Frost Insulators & Allied Workers's sponsor-wide assets grew 4.1%, from $25M to $26M.
Where does International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan rank by assets among Form 5500 filers? ▼
International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan ranks in the 77th 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 International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Local 670 Annuity Fund in NY ($26M, 1,377 participants).
Which Money Purchase plans cover a similar participant headcount to International Association of Heat and Frost Insulators & Allied Workers Local #3 Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Southern California University of Health Sciences Money Purchase Pension Plan in CA (192 participants, $13M 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 341311911.

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.