Money Purchase · DOL Form 5500 · 2024
Heat & Frost Insulators Local 27 Money Purchase Plan
Data updated 2026-08-25
- $32M
- Total assets Below avg plan size
- 483
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $67,026
- Avg per participant Below avg balance/head
Official DOL plan name: Insulators Local No 27 Supplemental Pension Fund · Sponsored by Heat & Frost Insulators Local 27 · Missouri · Construction
$32M in assets, 483 participants
Heat & Frost Insulators Local 27's Insulators Local No 27 Supplemental Pension Fund reported $32M in total assets and 483 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #6,955 in Construction (9,039 peers)
Where Insulators Local No 27 Supplemental Pension Fund sits by assets
Insulators Local No 27 Supplemental Pension Fund sits in the top quartile of all filed plans by assets, $32M for 483 participants (~$67,026/participant), up 14.0% in 2024.
- #6,955
- in Construction (9,039 peers)
- +14.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Insulators Local No 27 Supplemental Pension Fund's outsized position by total assets
Insulators Local No 27 Supplemental Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,373,420 Top 22% higher than 78% 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
Insulators Local No 27 Supplemental Pension Fund 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. Insulators Local No 27 Supplemental Pension Fund sits mid-pack in the medium band (483 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Insulators Local No 27 Supplemental Pension Fund end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
- Insulators Local No 27 Supplemental Pension Fund reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Insulators Local No 27 Supplemental Pension Fund reported participants rose from 442 in the plan year 2023 filing to 483 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 430337343 · Heat & Frost Insulators Local 27 PY 2024 · Money Purchase
Insulators Local No 27 Supplemental Pension Fund · $32M · 483 · 78th
- PART $32M
- PART 483
- PART 78th
- PART Money Purchase
- PART near Mosaic & Terrazzo Workers' Annuity Fund
- PART ind #6955
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 Missouri →
Insulators Local No 27 Supplemental Pension Fund in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $32M |
| Net Income | $4M |
| Employer EIN | 430337343 |
| Plan Effective Date | 1977-10-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Heat & Frost Insulators Local 27)
Sponsor-wide plan assets over time
All Heat & Frost Insulators Local 27 plans reported in each filing year
- Latest sponsor-wide plan assets
- $93M 31.462151389525093% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 591 | $71M |
| 2023 | 2 | 602 | $83M |
| 2024 | 2 | 677 | $93M |
Nearby Money Purchase Plans in Missouri
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Local No. 1 IBEW Pension Benefit Trust Fund $1.9B · 4,749
- NECA-IBEW Pension Benefit Trust Fund $1.0B · 4,119
- Saint Louis University Retirement Plan $755M · 2,836
- The Children's Mercy Hospital Retirement Plan $564M · 6,714
- Brewery Conference/Anheuser-Busch Defined Contribution Plan $505M · 2,581
Insulators Local No 27 Supplemental Pension Fund's out-of-state Money Purchase peers by assets and headcount
Outside Missouri, the nearest Money Purchase by assets is Mosaic & Terrazzo Workers' Annuity Fund in NY ($32M); by covered participants it is Duane Morris Retirement Plan in PA (484 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($32M here).
- Mosaic & Terrazzo Workers' Annuity Fund (NY) $32M · 259
- Plumbers & Steamfitters 150 Profit Sharing Fund (TN) $33M · 1,463
- Hawkins Construction Company Employee Pension Benefit Plan (NE) $33M · 215
- Teamsters Local 929 Retirement Plan (NJ) $33M · 2,595
Similar participant headcount
Nearest other-state filings by covered participants (483 participants); asset peers above are excluded.
- Duane Morris Retirement Plan (PA) 484 · 1 off
- Stage Employees Local No 18 Retirement Plan (WI) 480 · 3 off
- Plumbers, Pipefitters, and Apprentices Local No. 112 Annuity Fund (NY) 487 · 4 off
- Qlarant Money Purchase Pension Plan (MD) 487 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.