Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
111
Participants Small participant base
80th
Percentile by assets National rank
$326,993
Avg per participant High balance/head
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Official DOL plan name: Heat & Frost Insulators Local No. 33 Pension Plan · Sponsored by Board of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund · Connecticut · Construction

$36M in assets, 111 participants

Board of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund's Heat & Frost Insulators Local No. 33 Pension Plan reported $36M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,091 in Construction (9,039 peers)

Coverage in Connecticut

Heat & Frost Insulators Local No. 33 Pension Plan covers 111 participants in Connecticut, about 15% of the average Connecticut filer (state average ~718 per filing). Assets: $36M.

#7,091
in Construction (9,039 peers)
+4.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Heat & Frost Insulators Local No. 33 Pension Plan's outsized position by total assets

Heat & Frost Insulators Local No. 33 Pension Plan vs every filed plan by assets

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

$36,296,196 Top 20% higher than 80% 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 & Frost Insulators Local No. 33 Pension Plan 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 & Frost Insulators Local No. 33 Pension Plan sits mid-pack in the medium band (111 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heat & Frost Insulators Local No. 33 Pension Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Heat & Frost Insulators Local No. 33 Pension Plan reported participants fell from 119 in the plan year 2023 filing to 111 in the plan year 2024 filing.
  • Heat & Frost Insulators Local No. 33 Pension Plan end-of-year assets rose from $35M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 516090208 · Board of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund PY 2024 · Defined Benefit (Pension)

Heat & Frost Insulators Local No. 33 Pension Plan · $36M · 111 · 80th

  • EBSA $36M
  • EBSA 111
  • EBSA 80th
  • EBSA Defined Benefit (Pension)
  • EBSA near Entergy Corporation Cash Balance Plan for Bargaining Employees
  • EBSA ind #7091

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 Connecticut →

Heat & Frost Insulators Local No. 33 Pension Plan in the asset neighbourhood

The Stebbins Engineering and Manufacturing Company Retirement PlanThe Stebbins Engineering and…$36MAvadian Credit Union Defined Benefit PlanAvadian Credit Union Defined…$36MHeat & Frost Insulators Local No. 33 Pension PlanHeat & Frost Insulators Loca…$36MEntergy Corporation Cash Balance Plan for Bargaining EmployeesEntergy Corporation Cash Bal…$36MHollingsworth & Vose Company Collectively Bargained Pension PlanHollingsworth & Vose Company…$36M
End-of-year total assets ($M) among Heat & Frost Insulators Local No. 33 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$36M
Net Income$2M
Employer EIN516090208
Plan Effective Date1959-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund)

Sponsor-wide plan assets over time

All Board of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund plans reported in each filing year

Latest sponsor-wide plan assets
$36M 10.89045908176071% vs 2022
2024 filing year
$32M$34M$36M$38M 202220232024 $32.7M $36.3M ▲ +10.9%
Year Plans Participants Total Assets
2022 1 118 $33M
2023 1 119 $35M
2024 1 111 $36M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Heat & Frost Insulators Local No. 33 Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1001020304050 Total assets ($B) Participants Heat & Frost Insulators Local No. 33 Pension Plan, Total assets ($B): 0.036296196 · Participants: 111Heat & Frost Insulators Local No. 33 Pension PlanRtx Consolidated Pension Plan, Total assets ($B): 41.643558189 · Participants: 36180Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 9.993084827 · Participants: 15906The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.763055773 · Participants: 3428Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.242514983 · Participants: 9682Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.395288837 · Participants: 7034The Hartford Retirement Plan for U.S. Employees
Heat & Frost Insulators Local No. 33 Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

Heat & Frost Insulators Local No. 33 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Entergy Corporation Cash Balance Plan for Bargaining Employees in LA ($36M); by covered participants it is Catalent Pharma Solutions, LLC Pension Plan in NJ (111 participants). Same-state nearby plans are listed separately above.

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 & Frost Insulators Local No. 33 Pension Plan assets move in 2024?
Heat & Frost Insulators Local No. 33 Pension Plan edged up modestly - up 4.8% during 2024, from $35M to $36M. Reported net income was $2M.
How have Board of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees Heat & Frost Insulators Loc No. 33 Pension Fund's sponsor-wide assets grew 10.9%, from $33M to $36M.
Where does Heat & Frost Insulators Local No. 33 Pension Plan rank by assets among Form 5500 filers?
Heat & Frost Insulators Local No. 33 Pension Plan ranks in the 80th 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 & Frost Insulators Local No. 33 Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Entergy Corporation Cash Balance Plan for Bargaining Employees in LA ($36M, 2,157 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heat & Frost Insulators Local No. 33 Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Catalent Pharma Solutions, LLC Pension Plan in NJ (111 participants, N/A in assets).