Profit Sharing · DOL Form 5500 · 2024

Board of Trustees of Local 49 Heat and Frost Insulators Retirement Pl Profit Sharing Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
125
Participants Small participant base
68th
Percentile by assets National rank
$139,485
Avg per participant Near avg balance/head
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Official DOL plan name: Local 49 Heat and Frost Insulators Retirement Plan · Sponsored by Board of Trustees of Local 49 Heat and Frost Insulators Retirement Pl · Minnesota · Construction

$17M in assets, 125 participants

Board of Trustees of Local 49 Heat and Frost Insulators Retirement Pl's Local 49 Heat and Frost Insulators Retirement Plan reported $17M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #5,985 in Construction (9,039 peers)

Coverage in Minnesota

Local 49 Heat and Frost Insulators Retirement Plan covers 125 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $17M.

#5,985
in Construction (9,039 peers)
+8.5%
assets growth YoY

Local 49 Heat and Frost Insulators Retirement Plan's outsized position by total assets

Local 49 Heat and Frost Insulators Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$17,435,621 Top 32% higher than 68% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Local 49 Heat and Frost Insulators Retirement 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. Local 49 Heat and Frost Insulators Retirement Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 49 Heat and Frost Insulators Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Local 49 Heat and Frost Insulators Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Local 49 Heat and Frost Insulators Retirement Plan reported participants fell from 128 in the plan year 2023 filing to 125 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 823088747 · Board of Trustees of Local 49 Heat and Frost Insulators Retirement Pl PY 2024 · Profit Sharing

Local 49 Heat and Frost Insulators Retirement Plan · $17M · 125 · 68th

  • VS-ST $17M
  • BOY 125
  • SCH 68th
  • EBSA Profit Sharing
  • PART near Jack Moore & Company, Inc. Profit Sharing Plan & Trust
  • TYPE ind #5985

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 Minnesota →

Local 49 Heat and Frost Insulators Retirement Plan in the asset neighbourhood

The Mcconnell Foundation Profit Sharing PlanThe Mcconnell Foundation Pro…$17MWindber Medical Center 403(b) PlanWindber Medical Center 403(b…$17MNew York County Defender Services Profit Sharing PlanNew York County Defender Ser…$17MLocal 49 Heat and Frost Insulators Retirement PlanLocal 49 Heat and Frost Insu…$17MJack Moore & Company, Inc. Profit Sharing Plan & TrustJack Moore & Company, Inc. P…$17M
End-of-year total assets ($M) among Local 49 Heat and Frost Insulators Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN823088747
Plan Effective Date2017-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of Local 49 Heat and Frost Insulators Retirement Pl)

Sponsor-wide plan assets over time

All Board of Trustees of Local 49 Heat and Frost Insulators Retirement Pl plans reported in each filing year

Latest sponsor-wide plan assets
$17M 16.007885993093936% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $15M $17.4M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 94 $15M
2023 1 128 $16M
2024 1 125 $17M

Nearby Profit Sharing Plans in Minnesota

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Local 49 Heat and Frost Insulators Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Local 49 Heat and Frost Insulators Retirement Plan, Total assets ($B): 0.017435621 · Participants: 125Local 49 Heat and Frost Insulators Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.820221913 · Participants: 6017Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.902491999 · Participants: 8757Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.64405166 · Participants: 4702Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.612718536 · Participants: 20683Cargill Employee Retirement Account PlanRegions Hospital Retirement Savings 401(k) Plan, Total assets ($B): 0.601951844 · Participants: 6323Regions Hospital Retirement Savings 401(k) Plan
Local 49 Heat and Frost Insulators Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Local 49 Heat and Frost Insulators Retirement Plan side-by-side with 3 peers →

Local 49 Heat and Frost Insulators Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Jack Moore & Company, Inc. Profit Sharing Plan & Trust in FL ($17M); by covered participants it is 403(b) Thrift Plan for Rcap Solutions, Inc. in MA (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 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.

Frequently Asked Questions

How did Local 49 Heat and Frost Insulators Retirement Plan assets move in 2024? ▼
Local 49 Heat and Frost Insulators Retirement Plan grew at a solid clip - up 8.5% during 2024, from $16M to $17M. Reported net income was $1M.
How have Board of Trustees of Local 49 Heat and Frost Insulators Retirement Pl plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of Local 49 Heat and Frost Insulators Retirement Pl's sponsor-wide assets grew 16.0%, from $15M to $17M.
Which Profit Sharing plans are similar in size to Local 49 Heat and Frost Insulators Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jack Moore & Company, Inc. Profit Sharing Plan & Trust in FL ($17M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Local 49 Heat and Frost Insulators Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is 403(b) Thrift Plan for Rcap Solutions, Inc. in MA (125 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 823088747.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.