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
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 Type | Other |
| Employer EIN | 521058013 |
| Plan Effective Date | 1955-09-01 |
| Filing Status | FILING 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.
- National Electrical Benefit Fund $18.9B · 323,315
- Major League Baseball Players Pension Plan $4.6B · 1,087
- National Automatic Sprinkler Industry Pension Fund $4.5B · 15,047
- International Painters and Allied Trades Industry Pension Plan $4.2B · 44,973
- Bert Bell/Pete Rozelle Nfl Player Retirement Plan $3.9B · 2,484
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 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.
Read our methodology — how this data is sourced, computed, and verified.