Money Purchase · DOL Form 5500 · 2024
Heat & Frost Insulators and Allied Money Purchase Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 490
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $28,728
- Avg per participant Low balance/head
Official DOL plan name: Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan · Sponsored by Heat & Frost Insulators and Allied · Indiana · Construction
$14M in assets, 490 participants
Heat & Frost Insulators and Allied's Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan reported $14M in total assets and 490 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #5,555 in Construction (9,039 peers)
Heat & Frost Insulators and Allied multi-year trail
Heat & Frost Insulators and Allied's plans moved +39.9% in assets from 2022 to 2024; this filing shows Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan at $14M / 490 participants.
- #5,555
- in Construction (9,039 peers)
- +19.2%
- assets growth YoY
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan's mid-pack asset rank among Construction and all filers
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,076,783 Top 37% higher than 63% 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
Heat & Frost Insulators and Allied Workers Local #50 Annuity 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 and Allied Workers Local #50 Annuity Plan sits mid-pack in the medium band (490 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan reported participants fell from 665 in the plan year 2023 filing to 490 in the plan year 2024 filing.
- Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 311028544 · Heat & Frost Insulators and Allied PY 2024 · Money Purchase
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan · $14M · 490 · 63rd
- ASSETS $14M
- PCT 490
- EIN 63rd
- RANK Money Purchase
- PHOTO near Plumbers & Steamfitters Local 248 Annuity Plan
- IND ind #5555
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 Indiana →
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan in the asset neighbourhood
Heat & Frost Insulators and Allied multi-year asset trail
Sponsor-wide plan assets over time
All Heat & Frost Insulators and Allied plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 39.85410717617518% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 608 | $10M |
| 2023 | 1 | 665 | $12M |
| 2024 | 1 | 490 | $14M |
Heat & Frost Insulators and Allied filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 311028544 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Indiana
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- I.B.E.W Local 697 Defined Contribution Plan $433M · 986
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $220M · 576
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $198M · 2,945
- IBEW Local 531 & NECA Money Purchase Pension Plan $137M · 705
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $128M · 1,457
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Indiana, the nearest Money Purchase by assets is Plumbers & Steamfitters Local 248 Annuity Plan in KY ($14M); by covered participants it is Plumbers, Pipefitters, and Apprentices Local No. 112 Annuity Fund in NY (487 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (490 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.