Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-08-06

$17M
Total assets
125
Participants
68th
Percentile by assets
$139,485
Avg per participant
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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.

  • 68th percentile by assets (of 116,472 plans)

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 ~1,161 per filing). Assets: $17M.

$17M
total plan assets (2024 EOY)
125
covered participants
68th
percentile by assets (of 116,472 plans)
$139,485
avg assets per participant

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 →

State
Industry

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Local 49 Heat and Frost Insulators Retirement Plan reports 125 participants - about 11% of that state average ($17M EOY assets).

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)

$14M$15M$16M$17M$18M 202220232024 $15M $17.4M â–˛ +16.0%
Total plan assets by year, all Board of Trustees of Local 49 Heat and Frost Insulators Retirement Pl plans on file
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

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 Fr…Pipe Trades Services…Allina 403(b) Retire…Fairview Health Serv…Cargill Employee Ret…Regions Hospital Ret…
Local 49 Heat and Frost Insulators Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Local 49 Heat and Frost Insulators Retirement Plan by total assets, not by location.

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).

Next read for Local 49 Heat and Frost Insulators Retir…

Filing takeaways

Ways to act on Local 49 Heat and Frost Insulators Retirement Plan's numbers.

  • By total assets, Local 49 Heat and Frost Insulators Retirement Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
  • Board of Trustees of Local 49 Heat and Frost Insulators Retirement Pl's sponsor-wide assets have grown 16.0% since 2022 across 3 plan years on file. More Construction plans

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.

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