Profit Sharing · DOL Form 5500 · 2024
Board of Trustees of Local 40 Annuity Fund Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 106
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $108,100
- Avg per participant Below avg balance/head
Official DOL plan name: International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity Fund · Sponsored by Board of Trustees of Local 40 Annuity Fund · Florida · Construction
$11M in assets, 106 participants
Board of Trustees of Local 40 Annuity Fund's International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity Fund reported $11M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #5,138 in Construction (9,039 peers)
Coverage in Florida
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity Fund covers 106 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $11M.
- #5,138
- in Construction (9,039 peers)
- +8.4%
- assets growth YoY
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity Fund's mid-pack asset rank among Construction and all filers
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,458,638 Top 41% higher than 59% 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
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity 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. International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity Fund sits mid-pack in the medium band (106 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity Fund reported net income fell from $1M in the plan year 2023 filing to $887K in the plan year 2024 filing.
- International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity Fund reported participants fell from 135 in the plan year 2023 filing to 106 in the plan year 2024 filing.
- International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity Fund end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 141514924 · Board of Trustees of Local 40 Annuity Fund PY 2024 · Profit Sharing
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity Fund · $11M · 106 · 59th
- TYPE $11M
- TYPE 106
- TYPE 59th
- TYPE Profit Sharing
- TYPE near The Arc of Frederick County Tax Deferred Savings Plan
- TYPE ind #5138
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 Florida →
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity Fund in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $887K |
| Employer EIN | 141514924 |
| Plan Effective Date | 1988-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of Local 40 Annuity Fund)
Sponsor-wide plan assets over time
All Board of Trustees of Local 40 Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 17.218042266934958% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 121 | $10M |
| 2023 | 1 | 135 | $11M |
| 2024 | 1 | 106 | $11M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is The Arc of Frederick County Tax Deferred Savings Plan in MD ($11M); by covered participants it is Vista Manufacturing Inc., 401(k) Plan in MI (106 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (106 participants); asset peers above are excluded.
- Vista Manufacturing Inc., 401(k) Plan (MI) 106 · 0 off
- Money Group Retirement Plan Plan (PR) 106 · 0 off
- Altius Institute for Biomedical Sciences 403(b) Plan (WA) 106 · 0 off
- Hope for Youth, Inc. Retirement Plan (NY) 106 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.