Defined Benefit (Pension) · DOL Form 5500 · 2023

International Association of Heat and Frost Insulators and Allied Work Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
98
Participants Small participant base
76th
Percentile by assets National rank
$240,899
Avg per participant Above avg balance/head
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Official DOL plan name: International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund · Sponsored by International Association of Heat and Frost Insulators and Allied Work · Pennsylvania · Finance & Insurance

$24M in assets, 98 participants

International Association of Heat and Frost Insulators and Allied Work's International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund reported $24M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,588 in Finance & Insurance (8,869 peers)

Where International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund sits by assets

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund sits in the top quartile of all filed plans by assets, $24M for 98 participants (~$240,899/participant), up 14.2% in 2023.

#5,588
in Finance & Insurance (8,869 peers)
+14.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund's outsized position by total assets

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund vs every filed plan by assets

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

$23,608,113 Top 24% higher than 76% 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 and Allied Workers Local No. 40 Pension Fund among smaller 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 and Allied Workers Local No. 40 Pension Fund is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund reported participants fell from 99 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 146033598 · International Association of Heat and Frost Insulators and Allied Work PY 2023 · Defined Benefit (Pension)

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund · $24M · 98 · 76th

  • TYPE $24M
  • NET 98
  • BOOK 76th
  • VS-ST Defined Benefit (Pension)
  • BOY near Paper Handlers'-Publishers' Pension Fund
  • SCH ind #5588

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 Pennsylvania →

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund in the asset neighbourhood

Okuma America Corporation Pension PlanOkuma America Corporation Pe…$24MInternational Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension FundInternational Association of…$24MPaper Handlers'-Publishers' Pension FundPaper Handlers'-Publishers' …$24MGreat Lakes Coca-Cola Distribution Union Pension PlanGreat Lakes Coca-Cola Distri…$24MNew York Water Service Corporation Pension PlanNew York Water Service Corpo…$24M
End-of-year total assets ($M) among International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN146033598
Plan Effective Date1961-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (International Association of Heat and Frost Insulators and Allied Work)

Sponsor-wide plan assets over time

All International Association of Heat and Frost Insulators and Allied Work plans reported in each filing year

Latest sponsor-wide plan assets
$26M 26.273232758182996% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.7M $26.1M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 99 $21M
2023 1 98 $24M
2024 1 108 $26M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund, Total assets ($B): 0.023608113 · Participants: 98International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension FundNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund side-by-side with 3 peers →

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Paper Handlers'-Publishers' Pension Fund in NY ($24M); by covered participants it is Link-Belt Construction Equipment Company Employees' Retirement Plan in KY (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund assets move in 2023? ▼
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund grew at a solid clip - up 14.2% during 2023, from $21M to $24M. Reported net income was $3M.
How have International Association of Heat and Frost Insulators and Allied Work plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Association of Heat and Frost Insulators and Allied Work's sponsor-wide assets grew 26.3%, from $21M to $26M.
Where does International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund rank by assets among Form 5500 filers? ▼
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund ranks in the 76th 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 Defined Benefit (Pension) plans are similar in size to International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Paper Handlers'-Publishers' Pension Fund in NY ($24M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Link-Belt Construction Equipment Company Employees' Retirement Plan in KY (98 participants, $202M 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 146033598.

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.