Money Purchase · DOL Form 5500 · 2024
Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu Money Purchase Plan
Data updated 2026-08-11
- $151M
- Total assets
- 1,015
- Participants
- 93rd
- Percentile by assets
- $149,030
- Avg per participant
Official DOL plan name: Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund · Sponsored by Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu · Massachusetts · Administrative & Support Services
$151M in assets, 1,015 participants
Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu's Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund reported $151M in total assets and 1,015 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.
- 93rd percentile by assets (of 123,622 plans)
- #4,212 in Administrative & Support Services (4,368 peers)
Where Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund sits by assets
Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund sits in the top 10% of all filed plans by assets, $151M for 1,015 participants (~$149,030/participant), up 13.8% in 2024.
- $151M
- total plan assets (2024 EOY)
- 1,015
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $149,030
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund end-of-year assets rose from $133M in the plan year 2023 filing to $151M in the plan year 2024 filing.
- Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund reported net income fell from $21M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund reported participants fell from 1,052 in the plan year 2023 filing to 1,015 in the plan year 2024 filing.
Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund vs the 2024 asset distribution
By assets, Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $151M |
| Net Income | $18M |
| Employer EIN | 046590962 |
| Plan Effective Date | 1987-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,125 | $112M |
| 2023 | 1 | 1,052 | $133M |
| 2024 | 1 | 1,015 | $151M |
Nearby Money Purchase Plans in Massachusetts
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund vs. nearby Money Purchase plans in Massachusetts, assets vs. participants
- Retirement Income Plan for Teaching Faculty of Harvard University $2.4B · 2,774
- Massachusetts Laborers' Annuity Fund $2.3B · 11,506
- Harvard University Defined Contribution Retirement Plan $2.0B · 14,571
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. $1.8B · 8,421
- Tufts University Basic Retirement Plan $1.0B · 5,769
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund by total assets, not by location.
- Dentons Cohen & Grigsby P.C. Pension Plan (PA) $151M · 192
- Lundquist Institute for Biomedical Innovation at Harbor-Ucla Medical Center Defined Contribution Plan (CA) $149M · 431
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton (PA) $154M · 602
- Mid-Atlantic States District Council Participating Locals Annuity Fund (VA) $149M · 6,604
Frequently Asked Questions
How did Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund assets move in 2024? ▼
How have Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu plan assets changed over time? ▼
Where does Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund? ▼
Next read for Heat & Frost Insulators and Allied Worke…
Scale reading
Ways to act on Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund's numbers.
- By total assets, Heat & Frost Insulators and Allied Workers Local 6 Annuity Fund ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Massachusetts. Compare plans
- Bd of Trustees-Heat & Frost Insulators and Allied Workers Local 6 Annu's sponsor-wide assets have grown 35.2% since 2022 across 3 plan years on file. More Administrative & Support Services plans