Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 Profit Sharing Plan
Data updated 2026-08-25
- $201M
- Total assets Near avg plan size
- 490
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $409,307
- Avg per participant High balance/head
Official DOL plan name: Annuity Fund of Heat and Frost Insulators Local 12 · Sponsored by Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 · New York · Construction
$201M in assets, 490 participants
Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12's Annuity Fund of Heat and Frost Insulators Local 12 reported $201M in total assets and 490 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #8,425 in Construction (9,039 peers)
Where Annuity Fund of Heat and Frost Insulators Local 12 sits by assets
Annuity Fund of Heat and Frost Insulators Local 12 sits in the top 10% of all filed plans by assets, $201M for 490 participants (~$409,307/participant), up 6.6% in 2024.
- #8,425
- in Construction (9,039 peers)
- +6.6%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Annuity Fund of Heat and Frost Insulators Local 12's outsized position by total assets
Annuity Fund of Heat and Frost Insulators Local 12 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$200,560,420 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Annuity Fund of Heat and Frost Insulators Local 12 among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annuity Fund of Heat and Frost Insulators Local 12 sits mid-pack in the medium band (490 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Annuity Fund of Heat and Frost Insulators Local 12 reported participants fell from 538 in the plan year 2023 filing to 490 in the plan year 2024 filing.
- Annuity Fund of Heat and Frost Insulators Local 12 end-of-year assets rose from $188M in the plan year 2023 filing to $201M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 136101711 · Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 PY 2024 · Profit Sharing
Annuity Fund of Heat and Frost Insulators Local 12 · $201M · 490 · 94th
- NET $201M
- BOOK 490
- VS-ST 94th
- BOY Profit Sharing
- SCH near Roberts Oxygen Company, Inc. Profit Sharing Plan
- EBSA ind #8425
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 Construction retirement plans → · Plans in New York →
Annuity Fund of Heat and Frost Insulators Local 12 in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $188M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | $12M |
| Employer EIN | 136101711 |
| Plan Effective Date | 1961-05-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12)
Sponsor-wide plan assets over time
All Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 plans reported in each filing year
- Latest sponsor-wide plan assets
- $201M 14.141557943067124% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 570 | $176M |
| 2023 | 1 | 538 | $188M |
| 2024 | 1 | 490 | $201M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Annuity Fund of Heat and Frost Insulators Local 12's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Roberts Oxygen Company, Inc. Profit Sharing Plan in MD ($201M); by covered participants it is Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan in OH (492 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($201M here).
- Roberts Oxygen Company, Inc. Profit Sharing Plan (MD) $201M · 498
- Nnpp Contractor Capital Accumulation Plan (PA) $202M · 5,971
- Methodist Hospital of Southern California Retirement Savings Plan (CA) $202M · 1,651
- Bricklayers of Indiana Retirement Plan (IL) $198M · 1,169
Similar participant headcount
Nearest other-state filings by covered participants (490 participants); asset peers above are excluded.
- Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan (OH) 492 · 2 off
- Iatse Local 27 Profit Sharing Plan (OH) 492 · 2 off
- Metro Mayaguez Inc Dba Hospital Perea Retirement Plan (PR) 488 · 2 off
- Looking Upwards, Inc. 401 (K) Retirement Plan (RI) 488 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.