Profit Sharing · DOL Form 5500 · 2024

Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu Profit Sharing Plan

Data updated 2026-07-24

$18M
Total assets: 101
Participants: 69th
Percentile by assets: $182,705
Avg per participant

Official DOL plan name: Allied Workers Local 91 Annuity Fund · Sponsored by Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu · New York · Construction

$18M in assets, 101 participants

Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu's Allied Workers Local 91 Annuity Fund reported $18M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

69th percentile by assets (of 116,472 plans)

Coverage in New York

Allied Workers Local 91 Annuity Fund covers 101 participants in New York, about 13% of the average New York filer (state average ~795 per filing). Assets: $18M.

$18M
total plan assets (2024 EOY): 101
covered participants: 69th
percentile by assets (of 116,472 plans): $182,705
avg assets per participant

Allied Workers Local 91 Annuity Fund reported participants fell from 120 in the plan year 2023 filing to 101 in the plan year 2024 filing.
Allied Workers Local 91 Annuity Fund reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Allied Workers Local 91 Annuity Fund end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Construction

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Allied Workers Local 91 Annuity Fund reports 101 participants - about 13% of that state average ($18M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$17M
Net Assets (End of Year)	$18M
Net Income	$2M
Employer EIN	133539002
Plan Effective Date	1989-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu)

Total plan assets by year, all Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu plans on file

Year	Plans	Participants	Total Assets
2023	1	120	$17M
2024	1	101	$18M

Nearby Profit Sharing Plans in New York

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

Allied Workers Local 91 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants

Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Mason Tenders District Council Annuity Fund $944M · 11,824

Compare Allied Workers Local 91 Annuity Fund side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Allied Workers Local 91 Annuity Fund by total assets, not by location.

Okeefe Drilling Company Profit-Sharing Trust (MT) $18M · 24
Orndorff & Spaid, Inc. Profit Sharing Plan & Trust (MD) $18M · 162
Whitfield School Retirement Savings Plan (MO) $18M · 81
Lauren Young Tire Center Profit Sharing Plan (OR) $18M · 49

Frequently Asked Questions

How did Allied Workers Local 91 Annuity Fund assets move in 2024? ▼

Allied Workers Local 91 Annuity Fund grew at a solid clip - up 10.6% during 2024, from $17M to $18M. Reported net income was $2M.

How have Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu's sponsor-wide assets grew 10.6%, from $17M to $18M.

Which Profit Sharing plans are similar in size to Allied Workers Local 91 Annuity Fund? ▼

Among Profit Sharing plans in other states, the closest by assets is Okeefe Drilling Company Profit-Sharing Trust in MT ($18M, 24 participants).

Next read for Allied Workers Local 91 Annuity Fund

Filing takeaways

Ways to act on Allied Workers Local 91 Annuity Fund's numbers.

By total assets, Allied Workers Local 91 Annuity Fund ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu's sponsor-wide assets have grown 10.6% since 2023 across 2 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 133539002.

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.