Profit Sharing · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$18M
Total assets Small plan by assets
101
Participants Small participant base
69th
Percentile by assets National rank
$182,705
Avg per participant Above avg balance/head
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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.

  • #6,096 in Construction (9,039 peers)

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 ~798 per filing). Assets: $18M.

#6,096
in Construction (9,039 peers)
+10.6%
assets growth YoY

Allied Workers Local 91 Annuity Fund's outsized position by total assets

Allied Workers Local 91 Annuity Fund vs every filed plan by assets

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

$18,453,168 Top 31% higher than 69% 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

Allied Workers Local 91 Annuity 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. Allied Workers Local 91 Annuity Fund sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

EBSA filing schedule strip

Filing strip 133539002 · Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu PY 2024 · Profit Sharing

Allied Workers Local 91 Annuity Fund · $18M · 101 · 69th

  • PCT $18M
  • EIN 101
  • RANK 69th
  • PHOTO Profit Sharing
  • IND near Okeefe Drilling Company Profit-Sharing Trust
  • EOY ind #6096

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 New York →

Allied Workers Local 91 Annuity Fund in the asset neighbourhood

Lauren Young Tire Center Profit Sharing PlanLauren Young Tire Center Pro…$18MOrndorff & Spaid, Inc. Profit Sharing Plan & TrustOrndorff & Spaid, Inc. Profi…$18MAllied Workers Local 91 Annuity FundAllied Workers Local 91 Annu…$18MOkeefe Drilling Company Profit-Sharing TrustOkeefe Drilling Company Prof…$18MWhitfield School Retirement Savings PlanWhitfield School Retirement …$18M
End-of-year total assets ($M) among Allied Workers Local 91 Annuity Fund and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN133539002
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Intl. Assoc. of Heat,Frost Insul. Allied Workers Lu plans reported in each filing year

Latest sponsor-wide plan assets
$18M 10.607341040632198% vs 2023
2024 filing year
$16M$17M$18M$19M 20232024 $16.7M $18.5M ▲ +10.6%
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 Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Allied Workers Local 91 Annuity Fund, Total assets ($B): 0.018453168 · Participants: 101Allied Workers Local 91 Annuity FundAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Allied Workers Local 91 Annuity Fund vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Allied Workers Local 91 Annuity Fund side-by-side with 3 peers →

Allied Workers Local 91 Annuity Fund's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Okeefe Drilling Company Profit-Sharing Trust in MT ($18M); by covered participants it is United Surety & Indemnity Co. Coda Profit Sharing Plan in PR (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 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).
Which Profit Sharing plans cover a similar participant headcount to Allied Workers Local 91 Annuity Fund? ▼
Among Profit Sharing plans in other states, the closest by covered participants is United Surety & Indemnity Co. Coda Profit Sharing Plan in PR (101 participants, $8M 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 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.