Profit Sharing · DOL Form 5500 · 2024
Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund Profit Sharing Plan
Data updated 2026-07-24
- $14M
- Total assets
- 241
- Participants
- 63rd
- Percentile by assets
- $58,578
- Avg per participant
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.
- 63rd percentile by assets (of 116,472 plans)
Coverage in Connecticut
Heat & Frost Insulators Local No. 33 Annuity Plan covers 241 participants in Connecticut, about 33% of the average Connecticut filer (state average ~740 per filing). Assets: $14M.
- $14M
- total plan assets (2024 EOY)
- 241
- covered participants
- 63rd
- percentile by assets (of 116,472 plans)
- $58,578
- avg assets per participant
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.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 740 participants across 1,756 plans. Heat & Frost Insulators Local No. 33 Annuity Plan reports 241 participants - about 33% of that state average ($14M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 061172679 |
| Plan Effective Date | 1986-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund)
| 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
- North Atlantic States Carpenters Annuity Plan $1.3B · 10,631
- Connecticut Children's Retirement Savings Plan $541M · 3,179
- Connecticut Laborers' Annuity Plan $274M · 3,043
- Bridgeport Hospital Employer Contribution Retirement Plan $254M · 4,331
- Ons Savings Plan $133M · 1,230
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Heat & Frost Insulators Local No. 33 Annuity Plan by total assets, not by location.
Frequently Asked Questions
How did Heat & Frost Insulators Local No. 33 Annuity Plan assets move in 2024? ▼
How have Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Heat & Frost Insulators Local No. 33 Annuity Plan? ▼
Next read for Heat & Frost Insulators Local No. 33 Ann…
Filing takeaways
Ways to act on Heat & Frost Insulators Local No. 33 Annuity Plan's numbers.
- By total assets, Heat & Frost Insulators Local No. 33 Annuity Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Connecticut. Compare plans
- Board of Trustees Heat & Frost Insulators Loc No.33 Annuity Fund's sponsor-wide assets have grown 40.7% since 2022 across 3 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 061172679.
Read our methodology - how this data is sourced, computed, and verified.