Profit Sharing · DOL Form 5500 · 2024

Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
241
Participants Below avg headcount
63rd
Percentile by assets National rank
$58,578
Avg per participant Low balance/head
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Official DOL plan name: Heat & Frost Insulators Local No. 33 Annuity Plan · Sponsored by Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund · Connecticut · Construction

$14M in assets, 241 participants

Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund's Heat & Frost Insulators Local No. 33 Annuity Plan reported $14M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #5,557 in Construction (9,039 peers)

Coverage in Connecticut

Heat & Frost Insulators Local No. 33 Annuity Plan covers 241 participants in Connecticut, about 34% of the average Connecticut filer (state average ~718 per filing). Assets: $14M.

#5,557
in Construction (9,039 peers)
+17.6%
assets growth YoY

Heat & Frost Insulators Local No. 33 Annuity Plan's mid-pack asset rank among Construction and all filers

Heat & Frost Insulators Local No. 33 Annuity Plan vs every filed plan by assets

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

$14,117,287 Top 37% higher than 63% 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 & Frost Insulators Local No. 33 Annuity Plan 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. Heat & Frost Insulators Local No. 33 Annuity Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heat & Frost Insulators Local No. 33 Annuity Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Heat & Frost Insulators Local No. 33 Annuity Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 061172679 · Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund PY 2024 · Profit Sharing

Heat & Frost Insulators Local No. 33 Annuity Plan · $14M · 241 · 63rd

  • TYPE $14M
  • TYPE 241
  • TYPE 63rd
  • TYPE Profit Sharing
  • TYPE near Red River Human Services Foundation Profit Sharing Plan
  • TYPE ind #5557

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 Connecticut →

Heat & Frost Insulators Local No. 33 Annuity Plan in the asset neighbourhood

Kimelman & Baird, LLC Profit Sharing PlanKimelman & Baird, LLC Profit…$14MOregon Imaging Centers, L.L.C. 401(k) Profit Sharing Plan and TrustOregon Imaging Centers, L.L.…$14MHeat & Frost Insulators Local No. 33 Annuity PlanHeat & Frost Insulators Loca…$14MRed River Human Services Foundation Profit Sharing PlanRed River Human Services Fou…$14MGoex Corporation Employees Ps PlanGoex Corporation Employees P…$14M
End-of-year total assets ($M) among Heat & Frost Insulators Local No. 33 Annuity Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN061172679
Plan Effective Date1986-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$14M 40.700762660967385% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10M $14.1M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 239 $10M
2023 1 243 $12M
2024 1 241 $14M

Nearby Profit Sharing Plans in Connecticut

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

Heat & Frost Insulators Local No. 33 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Heat & Frost Insulators Local No. 33 Annuity Plan, Total assets ($B): 0.014117287 · Participants: 241Heat & Frost Insulators Local No. 33 Annuity PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.340089089 · Participants: 10631North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.540767273 · Participants: 3179Connecticut Children's Retirement Savings PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.276525817 · Participants: 2660Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.274215777 · Participants: 3043Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.253791194 · Participants: 4331Bridgeport Hospital Employer Contribution Retirement Plan
Heat & Frost Insulators Local No. 33 Annuity Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants
Compare Heat & Frost Insulators Local No. 33 Annuity Plan side-by-side with 3 peers →

Heat & Frost Insulators Local No. 33 Annuity Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is Red River Human Services Foundation Profit Sharing Plan in ND ($14M); by covered participants it is Friedman Industries, Inc. Employees' Retirement & 401(k) Plan in TX (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 & Frost Insulators Local No. 33 Annuity Plan assets move in 2024? ▼
Heat & Frost Insulators Local No. 33 Annuity Plan grew sharply - up 17.6% during 2024, from $12M to $14M. Reported net income was $2M.
How have Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund's sponsor-wide assets grew 40.7%, from $10M to $14M.
Which Profit Sharing plans are similar in size to Heat & Frost Insulators Local No. 33 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Red River Human Services Foundation Profit Sharing Plan in ND ($14M, 276 participants).
Which Profit Sharing plans cover a similar participant headcount to Heat & Frost Insulators Local No. 33 Annuity Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Friedman Industries, Inc. Employees' Retirement & 401(k) Plan in TX (241 participants, $12M 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 061172679.

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.