Defined Benefit (Pension) · DOL Form 5500 · 2024

Heat and Frost Insulators and Allied Workers Local 47 Retirement Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
230
Participants Below avg headcount
85th
Percentile by assets National rank
$237,181
Avg per participant Above avg balance/head
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Official DOL plan name: Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund · Sponsored by Heat and Frost Insulators and Allied Workers Local 47 Retirement · Michigan · Construction

$55M in assets, 230 participants

Heat and Frost Insulators and Allied Workers Local 47 Retirement's Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund reported $55M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,533 in Construction (9,039 peers)

Coverage in Michigan

Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund covers 230 participants in Michigan, about 36% of the average Michigan filer (state average ~638 per filing). Assets: $55M.

#7,533
in Construction (9,039 peers)
+10.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund's outsized position by total assets

Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$54,551,702 Top 15% higher than 85% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund 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. Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund sits mid-pack in the medium band (230 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund reported participants rose from 204 in the plan year 2023 filing to 230 in the plan year 2024 filing.
  • Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund end-of-year assets rose from $49M in the plan year 2023 filing to $55M in the plan year 2024 filing.
  • Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 386059001 · Heat and Frost Insulators and Allied Workers Local 47 Retirement PY 2024 · Defined Benefit (Pension)

Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund · $55M · 230 · 85th

  • 5500 $55M
  • ASSETS 230
  • PCT 85th
  • EIN Defined Benefit (Pension)
  • RANK near Bricklayers Pension Plan of Western PA
  • PHOTO ind #7533

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 Michigan →

Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund in the asset neighbourhood

Coca-Cola Consolidated, Inc. Bargaining Employees Pension PlanCoca-Cola Consolidated, Inc.…$55MBaker & Mckenzie Market Rate Cash Balance Plan IIBaker & Mckenzie Market Rate…$55MBricklayers Pension Plan of Western PABricklayers Pension Plan of …$55MHeat and Frost Insulators and Allied Workers Local 47 Retirment Trust FundHeat and Frost Insulators an…$55MSheet Metal Workers Local No. 4 Pension PlanSheet Metal Workers Local No…$55M
End-of-year total assets ($M) among Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$54M
Net Income$5M
Employer EIN386059001
Plan Effective Date1956-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heat and Frost Insulators and Allied Workers Local 47 Retirement)

Sponsor-wide plan assets over time

All Heat and Frost Insulators and Allied Workers Local 47 Retirement plans reported in each filing year

Latest sponsor-wide plan assets
$55M 21.250400024929462% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45M $54.6M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 214 $45M
2023 1 204 $49M
2024 1 230 $55M

Nearby Defined Benefit (Pension) Plans in Michigan

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund, Total assets ($B): 0.054551702 · Participants: 230Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust FundGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 42.453822995 · Participants: 15648General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 17.842898898 · Participants: 25742Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.116125366 · Participants: 8585Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 10.930410978 · Participants: 6888Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 10.255300049 · Participants: 12752Fca US LLC UAW Pension Agreement
Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund side-by-side with 3 peers →

Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Bricklayers Pension Plan of Western PA in OH ($55M); by covered participants it is Its Technologies & Logistics, LLC Employees Pension Plan in IL (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund assets move in 2024? ▼
Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund grew at a solid clip - up 10.3% during 2024, from $49M to $55M. Reported net income was $5M.
How have Heat and Frost Insulators and Allied Workers Local 47 Retirement plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heat and Frost Insulators and Allied Workers Local 47 Retirement's sponsor-wide assets grew 21.3%, from $45M to $55M.
Where does Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund rank by assets among Form 5500 filers? ▼
Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers Pension Plan of Western PA in OH ($55M, 349 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heat and Frost Insulators and Allied Workers Local 47 Retirment Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Its Technologies & Logistics, LLC Employees Pension Plan in IL (230 participants, N/A in assets).

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 386059001.

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.