Money Purchase · DOL Form 5500 · 2024

Board of Trustees-Local 18 Int'l Heat & Frost Insulators Money Purchase Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
635
Participants Below avg headcount
87th
Percentile by assets National rank
$99,505
Avg per participant Below avg balance/head
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Official DOL plan name: Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund · Sponsored by Board of Trustees-Local 18 Int'l Heat & Frost Insulators · Indiana · Finance & Insurance

$63M in assets, 635 participants

Board of Trustees-Local 18 Int'l Heat & Frost Insulators's Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund reported $63M in total assets and 635 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,783 in Finance & Insurance (8,549 peers)

Where Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund sits by assets

Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund sits in the top quartile of all filed plans by assets, $63M for 635 participants (~$99,505/participant), up 13.5% in 2024.

#6,783
in Finance & Insurance (8,549 peers)
+13.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund's outsized position by total assets

Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund vs every filed plan by assets

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

$63,185,736 Top 13% higher than 87% 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

Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers 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. Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund sits mid-pack in the medium band (635 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund reported net income fell from $9M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund end-of-year assets rose from $56M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund reported participants rose from 599 in the plan year 2023 filing to 635 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351843702 · Board of Trustees-Local 18 Int'l Heat & Frost Insulators PY 2024 · Money Purchase

Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund · $63M · 635 · 87th

  • BOOK $63M
  • VS-ST 635
  • BOY 87th
  • SCH Money Purchase
  • EBSA near Sevenson Environmental Services, Inc. Pension Plan
  • PART ind #6783

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 Finance & Insurance retirement plans → · Plans in Indiana →

Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund in the asset neighbourhood

Plumbers and Pipefitters of the Carolinas Defined Contribution PlanPlumbers and Pipefitters of …$64MSevenson Environmental Services, Inc. Pension PlanSevenson Environmental Servi…$63MLocal 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension FundLocal 18 Int'l Assoc. of Hea…$63MBac Local Union 15 Supplemental PlanBac Local Union 15 Supplemen…$63MAmerican Mathematical Society Retirement PlanAmerican Mathematical Societ…$63M
End-of-year total assets ($M) among Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$63M
Net Income$8M
Employer EIN351843702
Plan Effective Date1990-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees-Local 18 Int'l Heat & Frost Insulators)

Sponsor-wide plan assets over time

All Board of Trustees-Local 18 Int'l Heat & Frost Insulators plans reported in each filing year

Latest sponsor-wide plan assets
$63M 34.962450075315154% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $46.8M $63.2M ▲ +35.0%
Year Plans Participants Total Assets
2022 1 599 $47M
2023 1 599 $56M
2024 1 635 $63M

Nearby Money Purchase Plans in Indiana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 0100200300400500 Total assets ($M) Participants Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund, Total assets ($M): 63.185736 · Participants: 635Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension FundI.B.E.W Local 697 Defined Contribution Plan, Total assets ($M): 432.726108 · Participants: 986I.B.E.W Local 697 Defined Contribution PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 219.644569 · Participants: 576Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 198.159411 · Participants: 2945Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 137.067478 · Participants: 705IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 127.934904 · Participants: 1457International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund side-by-side with 3 peers →

Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Sevenson Environmental Services, Inc. Pension Plan in NY ($63M); by covered participants it is The Scripps Research Institute Faculty and Management Retirement Plan in CA (634 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (635 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 Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund assets move in 2024? ▼
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund grew at a solid clip - up 13.5% during 2024, from $56M to $63M. Reported net income was $8M.
How have Board of Trustees-Local 18 Int'l Heat & Frost Insulators plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees-Local 18 Int'l Heat & Frost Insulators's sponsor-wide assets grew 35.0%, from $47M to $63M.
Where does Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund rank by assets among Form 5500 filers? ▼
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Money Purchase plans are similar in size to Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Sevenson Environmental Services, Inc. Pension Plan in NY ($63M, 413 participants).
Which Money Purchase plans cover a similar participant headcount to Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Scripps Research Institute Faculty and Management Retirement Plan in CA (634 participants, $304M 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 351843702.

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.