Profit Sharing · DOL Form 5500 · 2024

Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 Profit Sharing Plan

Data updated 2026-07-24

$201M
Total assets: 490
Participants: 94th
Percentile by assets: $409,307
Avg per participant

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.

94th percentile by assets (of 116,472 plans)

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.

$201M
total plan assets (2024 EOY): 490
covered participants: 94th
percentile by assets (of 116,472 plans): $409,307
avg assets per participant

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.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Annuity Fund of Heat and Frost Insulators Local 12 vs the 2024 asset distribution

By assets, Annuity Fund of Heat and Frost Insulators Local 12 outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.0x the national average plan size of $100M (730 average participants).

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)

Total plan assets by year, all Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 plans on file

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 Fund of Heat and Frost Insulators Local 12 vs. nearby Profit Sharing plans in New York, assets vs. participants

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
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare Annuity Fund of Heat and Frost Insulator… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Annuity Fund of Heat and Frost Insulators Local 12 by total assets, not by location.

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
Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan (GA) $204M · 2,710

Frequently Asked Questions

How did Annuity Fund of Heat and Frost Insulators Local 12 assets move in 2024? ▼

Annuity Fund of Heat and Frost Insulators Local 12 grew at a solid clip - up 6.6% during 2024, from $188M to $201M. Reported net income was $12M.

How have Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12 plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12's sponsor-wide assets grew 14.1%, from $176M to $201M.

Where does Annuity Fund of Heat and Frost Insulators Local 12 rank by assets among Form 5500 filers? ▼

Annuity Fund of Heat and Frost Insulators Local 12 ranks in the 94th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Annuity Fund of Heat and Frost Insulators Local 12? ▼

Among Profit Sharing plans in other states, the closest by assets is Roberts Oxygen Company, Inc. Profit Sharing Plan in MD ($201M, 498 participants).

Next read for Annuity Fund of Heat and Frost Insulator…

Scale reading

Ways to act on Annuity Fund of Heat and Frost Insulators Local 12's numbers.

By total assets, Annuity Fund of Heat and Frost Insulators Local 12 ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Board of Trustees Annuity Fund of Heat and Frost Insulators Local 12's sponsor-wide assets have grown 14.1% since 2022 across 3 plan years on file. More Construction plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 136101711.

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.