Money Purchase · DOL Form 5500 · 2024
Heat & Frost Insulators & Asbestos Workers Local Union 38 Money Purchase Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 451
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $53,715
- Avg per participant Low balance/head
Official DOL plan name: Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan · Sponsored by Heat & Frost Insulators & Asbestos Workers Local Union 38 · Pennsylvania · Construction
$24M in assets, 451 participants
Heat & Frost Insulators & Asbestos Workers Local Union 38's Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan reported $24M in total assets and 451 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.
- #6,556 in Construction (9,039 peers)
Heat & Frost Insulators & Asbestos Workers Local Union 38 multi-year trail
Heat & Frost Insulators & Asbestos Workers Local Union 38's plans moved +21.2% in assets from 2022 to 2024; this filing shows Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan at $24M / 451 participants.
- #6,556
- in Construction (9,039 peers)
- +0.3%
- assets growth YoY
Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan's outsized position by total assets
Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$24,225,339 Top 26% higher than 74% 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 & Asbestos Workers Lcl 38 Retirement Investment Account 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 & Asbestos Workers Lcl 38 Retirement Investment Account Plan sits mid-pack in the medium band (451 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan reported net income fell from $3M in the plan year 2023 filing to $63K in the plan year 2024 filing.
- Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan reported participants fell from 466 in the plan year 2023 filing to 451 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 236283938 · Heat & Frost Insulators & Asbestos Workers Local Union 38 PY 2024 · Money Purchase
Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan · $24M · 451 · 74th
- EIN $24M
- EIN 451
- EIN 74th
- EIN Money Purchase
- EIN near Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan
- EIN ind #6556
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 Pennsylvania →
Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan in the asset neighbourhood
Heat & Frost Insulators & Asbestos Workers Local Union 38 multi-year asset trail
Sponsor-wide plan assets over time
All Heat & Frost Insulators & Asbestos Workers Local Union 38 plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 21.19324489212637% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 580 | $37M |
| 2023 | 2 | 555 | $42M |
| 2024 | 2 | 539 | $45M |
Heat & Frost Insulators & Asbestos Workers Local Union 38 filing trail (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $63K |
| Employer EIN | 236283938 |
| Plan Effective Date | 1961-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $806M · 3,427
- Duane Morris Retirement Plan $338M · 484
- IBEW Local Union 375 Electricians' Retirement Plan $193M · 657
- Milton Hershey School Money Purchase Pension Plan $181M · 1,500
- Retirement Plan for Faculty, Administrative and Professional Employees of University of Scranton $154M · 602
Heat & Frost Insulators & Asbestos Workers Lcl 38 Retirement Investment Account Plan's out-of-state Money Purchase peers by assets and headcount
Outside Pennsylvania, the nearest Money Purchase by assets is Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan in CA ($24M); by covered participants it is Vista Hill Foundation Money Purchase Pension Plan in CA (452 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Associated General Contractors of America, San Diego Chapter, Inc. Retirement Trust Fund Employee Pension Benefit Plan (CA) $24M · 281
- Landesbank Baden-Wuerttemberg Money Purchase Pension Plan (NY) $24M · 55
- Fos Feminista Money Purchase Pension Plan (NY) $24M · 43
- Charles R. Drew University of Medicine and Science Money Purchase Pension Plan (CA) $25M · 105
Similar participant headcount
Nearest other-state filings by covered participants (451 participants); asset peers above are excluded.
- Vista Hill Foundation Money Purchase Pension Plan (CA) 452 · 1 off
- I.B.E.W. Local Union # 654 Defined Contribution Plan (NJ) 447 · 4 off
- Kpmg Personal Account for Retirement (NJ) 455 · 4 off
- Laborers Local 754 Annuity Plan (NY) 455 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.