Money Purchase · DOL Form 5500 · 2024
Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity Money Purchase Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $210,461
- Avg per participant Above avg balance/head
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.
- #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.
- #3,600
- in Construction (9,039 peers)
- +8.0%
- assets growth YoY
Heat & Frost Insulators Local No. 67 Annuity Plan's mid-pack asset rank among Construction and all filers
Heat & Frost Insulators Local No. 67 Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,840,602 41st percentile higher than 41% 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 Local No. 67 Annuity Plan among smaller 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. 67 Annuity Plan is a small filing (23 participants) on this national headcount ladder.
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.
EBSA filing schedule strip
Filing strip 526117921 · Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity PY 2024 · Money Purchase
Heat & Frost Insulators Local No. 67 Annuity Plan · $5M · 23 · 41st
- EIN $5M
- RANK 23
- PHOTO 41st
- IND Money Purchase
- EOY near Community Action Committee of Pike County Retirement Plan
- 5500 ind #3600
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 Tennessee →
Heat & Frost Insulators Local No. 67 Annuity Plan in the asset neighbourhood
Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity years around the 2024 move
Sponsor-wide plan assets over time
All Board of Trustees - Heat & Frost Insulators Local No. 67 Annuity plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 8.011805739488736% vs 2022
- 2024 filing year
| 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.
- 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
Heat & Frost Insulators Local No. 67 Annuity Plan's out-of-state Money Purchase peers by assets and headcount
Outside Tennessee, the nearest Money Purchase by assets is Community Action Committee of Pike County Retirement Plan in OH ($5M); by covered participants it is Bewley, Lasslebn & Miller Money Purchase Pension Plan in CA (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 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.