Money Purchase · DOL Form 5500 · 2024
Board of Trustees-Local 18 Int'l Heat & Frost Insulators Money Purchase Plan
Data updated 2026-08-11
- $63M
- Total assets
- 635
- Participants
- 87th
- Percentile by assets
- $99,505
- Avg per participant
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.
- 87th percentile by assets (of 123,622 plans)
- #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.
- $63M
- total plan assets (2024 EOY)
- 635
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $99,505
- avg assets per participant
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.
Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund vs the 2024 asset distribution
By assets, Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $8M |
| Employer EIN | 351843702 |
| Plan Effective Date | 1990-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees-Local 18 Int'l Heat & Frost Insulators)
| 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
- I.B.E.W Local 697 Defined Contribution Plan $433M · 986
- Rose-Hulman Institute of Technology Money Purchase Purchase Plan $220M · 576
- Plumbers and Steamfitters Local 440 Defined Contribution Plan $198M · 2,945
- IBEW Local 531 & NECA Money Purchase Pension Plan $137M · 705
- International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust $128M · 1,457
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund by total assets, not by location.
Frequently Asked Questions
How did Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund assets move in 2024? ▼
How have Board of Trustees-Local 18 Int'l Heat & Frost Insulators plan assets changed over time? ▼
Where does Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund? ▼
Next read for Local 18 Int'l Assoc. of Heat & Frost In…
Scale reading
Ways to act on Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund's numbers.
- By total assets, Local 18 Int'l Assoc. of Heat & Frost Insulators & Allied Workers Supplemental Pension Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Indiana. Compare plans
- Board of Trustees-Local 18 Int'l Heat & Frost Insulators's sponsor-wide assets have grown 35.0% since 2022 across 3 plan years on file. More Finance & Insurance plans