Money Purchase · DOL Form 5500 · 2024
Heat & Frost Insulators and Allied Money Purchase Plan
Data updated 2026-08-11
- $14M
- Total assets
- 490
- Participants
- 63rd
- Percentile by assets
- $28,728
- Avg per participant
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.
- 63rd percentile by assets (of 123,622 plans)
- #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.
- $14M
- total plan assets (2024 EOY)
- 490
- covered participants
- 63rd
- percentile by assets (of 123,622 plans)
- $28,728
- avg assets per participant
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.
Heat & Frost Insulators and Allied across 3 plan years on file
Across the 3 plan years Heat & Frost Insulators and Allied has on file (2022-2024), sponsor-wide plan assets have moved from $10M to $14M, a gain of 39.9%, while reported participants moved from 608 to 490 (-19.4%). Peak year by sponsor assets: 2024 ($14M); trough: 2022 ($10M).
Heat & Frost Insulators and Allied multi-year asset trail
| 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.
Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan assets move in 2024? ▼
How have Heat & Frost Insulators and Allied plan assets changed over time? ▼
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Multi-year trail
Ways to act on Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan's numbers.
- By total assets, Heat & Frost Insulators and Allied Workers Local #50 Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
- Heat & Frost Insulators and Allied's sponsor-wide assets have grown 39.9% since 2022 across 3 plan years on file. More Construction plans