Other
2023 plan-year Other DOL Form 5500

Heating, Piping and Refrigeration Pension Fd Pension Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bd of Tees Heating, Piping & Refrigeration Pension Fund · Maryland · Construction

What the 2023 filing shows

Heating, Piping and Refrigeration Pension Fd Pension Fund holds $1.2B for 4,128 participants — about $297,352 per participant, up 14.1% over the 2023 plan year.

$1.2B
total plan assets (2023 EOY)
4,128
covered participants
$297,352
avg assets per participant
+14.1%
assets growth YoY
Total Assets (2023)
$1.2B
Participants
4,128
State
Industry
Construction

What the Filing Says About Heating, Piping and Refrigeration Pension Fd Pension Fund

Heating, Piping and Refrigeration Pension Fd Pension Fund is a Other retirement plan sponsored by Bd of Tees Heating, Piping & Refrigeration Pension Fund, headquartered in Maryland. As of the 2023 Form 5500 filing, the plan reports $1.2B in total end-of-year assets and covers 4,128 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 521058013, and the plan has been effective since 1955-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1.1B at the beginning of 2023 to $1.2B at year-end — a gain of 14.1%. Net assets (after liabilities) closed the year at $1.2B, with reported net income of $151M 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 1 prior plan-year filing 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)$1.1B
Total Assets (End of Year)$1.2B
Net Assets (End of Year)$1.2B
Net Income$151M
Plan TypeOther
Employer EIN521058013
Plan Effective Date1955-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bd of Tees Heating, Piping & Refrigeration Pension Fund)

Year Plans Participants Total Assets
2022 1 3,982 $1.1B
2023 1 4,128 $1.2B

Nearby Other Plans in Maryland

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Heating, Piping and Refrigeration Pension Fd Pension Fund?
As of the 2023 Form 5500 filing, Heating, Piping and Refrigeration Pension Fd Pension Fund holds $1.2B in total assets with 4,128 participants. It is sponsored by Bd of Tees Heating, Piping & Refrigeration Pension Fund.
What type of plan is Heating, Piping and Refrigeration Pension Fd Pension Fund?
Heating, Piping and Refrigeration Pension Fd Pension Fund is a Other plan. It has been effective since 1955-09-01. The plan is filed with the U.S. Department of Labor under EIN 521058013.
Who sponsors the Heating, Piping and Refrigeration Pension Fd Pension Fund?
Heating, Piping and Refrigeration Pension Fd Pension Fund is sponsored by Bd of Tees Heating, Piping & Refrigeration Pension Fund, located in Maryland. The sponsor's EIN is 521058013 and the plan operates in the Construction industry.
How did Heating, Piping and Refrigeration Pension Fd Pension Fund perform in 2023?
Heating, Piping and Refrigeration Pension Fd Pension Fund grew by 14.1% during 2023, moving from $1.1B to $1.2B in total assets. Net income was $151M.
Where can I find official filings for Heating, Piping and Refrigeration Pension Fd Pension Fund?
Official Form 5500 filings for Heating, Piping and Refrigeration Pension Fd Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521058013 or plan name at efast.dol.gov.
How does Heating, Piping and Refrigeration Pension Fd Pension Fund compare to other plans?
You can compare Heating, Piping and Refrigeration Pension Fd Pension Fund against other Other plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 521058013.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.