Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees Pension Fund of Heat and Frost Insulators Local 12 Pension Plan
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 413
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $376,251
- Avg per participant High balance/head
Official DOL plan name: Pension Fund of Heat and Frost Insulators Local 12 · Sponsored by Board of Trustees Pension Fund of Heat and Frost Insulators Local 12 · New York · Construction
$155M in assets, 413 participants
Board of Trustees Pension Fund of Heat and Frost Insulators Local 12's Pension Fund of Heat and Frost Insulators Local 12 reported $155M in total assets and 413 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #8,294 in Construction (9,039 peers)
Where Pension Fund of Heat and Frost Insulators Local 12 sits by assets
Pension Fund of Heat and Frost Insulators Local 12 sits in the top 10% of all filed plans by assets, $155M for 413 participants (~$376,251/participant), up 10.3% in 2024.
- #8,294
- in Construction (9,039 peers)
- +10.3%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Pension Fund of Heat and Frost Insulators Local 12's outsized position by total assets
Pension 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
$155,391,851 Top 7% higher than 93% 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
Pension 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. Pension Fund of Heat and Frost Insulators Local 12 sits mid-pack in the medium band (413 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Fund of Heat and Frost Insulators Local 12 reported participants fell from 481 in the plan year 2023 filing to 413 in the plan year 2024 filing.
- Pension Fund of Heat and Frost Insulators Local 12 end-of-year assets rose from $141M in the plan year 2023 filing to $155M in the plan year 2024 filing.
- Pension Fund of Heat and Frost Insulators Local 12 reported net income fell from $15M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 516045262 · Board of Trustees Pension Fund of Heat and Frost Insulators Local 12 PY 2024 · Defined Benefit (Pension)
Pension Fund of Heat and Frost Insulators Local 12 · $155M · 413 · 93rd
- IND $155M
- IND 413
- IND 93rd
- IND Defined Benefit (Pension)
- IND near Employees' Retirement Plan of Stihl, Incorporated
- IND ind #8294
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 →
Pension Fund of Heat and Frost Insulators Local 12 in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $141M |
|---|---|
| Net Assets (End of Year) | $150M |
| Net Income | $14M |
| Employer EIN | 516045262 |
| Plan Effective Date | 1964-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Pension Fund of Heat and Frost Insulators Local 12)
Sponsor-wide plan assets over time
All Board of Trustees Pension Fund of Heat and Frost Insulators Local 12 plans reported in each filing year
- Latest sponsor-wide plan assets
- $155M 23.418899150209167% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 504 | $126M |
| 2023 | 1 | 481 | $141M |
| 2024 | 1 | 413 | $155M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Pension Fund of Heat and Frost Insulators Local 12's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Stihl, Incorporated in VA ($155M); by covered participants it is Wec Energy Group Retirement Plan for Pgl and Nsg in WI (413 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
- Employees' Retirement Plan of Stihl, Incorporated (VA) $155M · 2,655
- The Bausch & Lomb Retirement Benefits Plan (NJ) $155M · 602
- Plumbers & Pipefitters Local 172 Pension Fund (IL) $156M · 495
- Century Aluminum Consolidated Retirement Plan (IL) $156M · 465
Similar participant headcount
Nearest other-state filings by covered participants (413 participants); asset peers above are excluded.
- Wec Energy Group Retirement Plan for Pgl and Nsg (WI) 413 · 0 off
- Mead Johnson & Company Retirement Plan (NJ) 413 · 0 off
- Conmed Corporation Retirement Pension Plan (FL) 413 · 0 off
- Twin City Floor Covering Industry Pension Fund (MN) 413 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.