Money Purchase · DOL Form 5500 · 2024
Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity Money Purchase Plan
Data updated 2026-08-11
- $5M
- Total assets
- 23
- Participants
- 41st
- Percentile by assets
- $210,461
- Avg per participant
Official DOL plan name: Heat & Frost Insulators Local No. 67 Annuity Plan · Sponsored by Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity · Tennessee · Construction
$5M in assets, 23 participants
Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity's Heat & Frost Insulators Local No. 67 Annuity Plan reported $5M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.
- 41st percentile by assets (of 123,622 plans)
- #3,600 in Construction (9,039 peers)
2024 asset change
Heat & Frost Insulators Local No. 67 Annuity Plan grew at a solid clip 8.0% in 2024 ($4M → $5M) for 23 participants.
- $5M
- total plan assets (2024 EOY)
- 23
- covered participants
- 41st
- percentile by assets (of 123,622 plans)
- $210,461
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heat & Frost Insulators Local No. 67 Annuity Plan reported net income rose from -$480 in the plan year 2023 filing to $359K in the plan year 2024 filing.
- Heat & Frost Insulators Local No. 67 Annuity Plan reported participants fell from 34 in the plan year 2023 filing to 23 in the plan year 2024 filing.
- Heat & Frost Insulators Local No. 67 Annuity Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
2024 asset move for Heat & Frost Insulators Local No. 67 Annuity Plan
Year over year, total assets grew at a solid clip from $4M at the start of 2024 to $5M at year-end (up 8.0%). Net assets closed at $5M; reported net income $359K.
Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity years around the 2024 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $4M |
| 2023 | 1 | 34 | $4M |
| 2024 | 1 | 23 | $5M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $359K |
| Employer EIN | 526117921 |
| Plan Effective Date | 1974-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Tennessee
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Heat & Frost Insulators Local No. 67 Annuity Plan vs. nearby Money Purchase plans in Tennessee, assets vs. participants
- Southern Electrical Retirement Fund $2.2B · 11,461
- IBEW Local 16, AFL-CIO & Multi- Employer Pension Plan $434M · 2,070
- Midwest Pipe Trades Retirement Plan $222M · 1,544
- U. a. Local Union No. 614 Pension Plan $204M · 1,248
- IBEW Local Union No. 915 Pension-Annuity Fund $115M · 1,864
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Heat & Frost Insulators Local No. 67 Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Heat & Frost Insulators Local No. 67 Annuity Plan assets move in 2024? ▼
How have Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity plan assets changed over time? ▼
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Next read for Heat & Frost Insulators Local No. 67 Ann…
2024 change
Ways to act on Heat & Frost Insulators Local No. 67 Annuity Plan's numbers.
- By total assets, Heat & Frost Insulators Local No. 67 Annuity Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Tennessee. Compare plans
- Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity's sponsor-wide assets have grown 8.0% since 2022 across 3 plan years on file. More Construction plans