Defined Benefit (Pension) · DOL Form 5500 · 2024

Heat Trace Products LLC Pension Plan

Data updated 2026-08-25

$693K
Total assets Small plan by assets
13
Participants Small participant base
20th
Percentile by assets National rank
$53,321
Avg per participant Low balance/head
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Official DOL plan name: Heat Trace Products LLC Cash Balance Plan · Sponsored by Heat Trace Products LLC · Massachusetts · Manufacturing

$693K in assets, 13 participants

Heat Trace Products LLC's Heat Trace Products LLC Cash Balance Plan reported $693K in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,429 in Manufacturing (17,777 peers)

Heat Trace Products LLC multi-year trail

Heat Trace Products LLC's plans moved -51.2% in assets from 2022 to 2024; this filing shows Heat Trace Products LLC Cash Balance Plan at $693K / 13 participants.

#1,429
in Manufacturing (17,777 peers)
+15.0%
assets growth YoY

Heat Trace Products LLC Cash Balance Plan among the smaller filed plans by assets

Heat Trace Products LLC Cash Balance Plan vs every filed plan by assets

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

$693,174 20th percentile higher than 20% 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

Heat Trace Products LLC Cash Balance 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 Trace Products LLC Cash Balance Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heat Trace Products LLC Cash Balance Plan reported net income rose from -$817K in the plan year 2023 filing to $90K in the plan year 2024 filing.
  • Heat Trace Products LLC Cash Balance Plan end-of-year assets rose from $603K in the plan year 2023 filing to $693K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 201624779 · Heat Trace Products LLC PY 2024 · Defined Benefit (Pension)

Heat Trace Products LLC Cash Balance Plan · $693K · 13 · 20th

  • ASSETS $693K
  • ASSETS 13
  • ASSETS 20th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Berneil Ventures, LLC Cash Balance Plan
  • ASSETS ind #1429

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 Manufacturing retirement plans → · Plans in Massachusetts →

Heat Trace Products LLC Cash Balance Plan in the asset neighbourhood

Heat Trace Products LLC Cash Balance PlanHeat Trace Products LLC Cash…$693KBerneil Ventures, LLC Cash Balance PlanBerneil Ventures, LLC Cash B…$694KRoger T. Cheng Defined Benefit Pension PlanRoger T. Cheng Defined Benef…$691KGannett Fleming, Inc. Pension PlanGannett Fleming, Inc. Pensio…$689KPension Plan of Masonicare Corporation and Its AffiliatesPension Plan of Masonicare C…$687K
End-of-year total assets ($M) among Heat Trace Products LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Heat Trace Products LLC multi-year asset trail

Sponsor-wide plan assets over time

All Heat Trace Products LLC plans reported in each filing year

Latest sponsor-wide plan assets
$693K 51.19603076201681% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.42M $0.69M ▼ -51.4%
Year Plans Participants Total Assets
2022 1 15 $1M
2023 1 13 $603K
2024 1 13 $693K

Heat Trace Products LLC filing trail (2024)

Total Assets (Beginning of Year)$603K
Net Assets (End of Year)$693K
Net Income$90K
Employer EIN201624779
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Heat Trace Products LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Heat Trace Products LLC Cash Balance Plan, Total assets ($B): 0.000693174 · Participants: 13Heat Trace Products LLC Cash Balance PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Heat Trace Products LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Heat Trace Products LLC Cash Balance Plan side-by-side with 3 peers →

Heat Trace Products LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Berneil Ventures, LLC Cash Balance Plan in AZ ($694K); by covered participants it is National Federation of Independent Business Retirement Plan in TN (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Heat Trace Products LLC Cash Balance Plan assets move in 2024? ▼
Heat Trace Products LLC Cash Balance Plan grew at a solid clip - up 15.0% during 2024, from $603K to $693K. Reported net income was $90K.
How have Heat Trace Products LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heat Trace Products LLC's sponsor-wide assets declined 51.2%, from $1M to $693K.
Where does Heat Trace Products LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Heat Trace Products LLC Cash Balance Plan ranks in the 20th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Heat Trace Products LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Berneil Ventures, LLC Cash Balance Plan in AZ ($694K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Heat Trace Products LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Federation of Independent Business Retirement Plan in TN (13 participants, N/A 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 201624779.

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.