Defined Benefit (Pension) · DOL Form 5500 · 2024

International Association of Heat and Frost Insulators and Allied Work Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
108
Participants Small participant base
75th
Percentile by assets National rank
$241,794
Avg per participant Above avg balance/head
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Official DOL plan name: International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund · Sponsored by International Association of Heat and Frost Insulators and Allied Work · Pennsylvania · Finance & Insurance

$26M in assets, 108 participants

International Association of Heat and Frost Insulators and Allied Work's International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund reported $26M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,266 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund covers 108 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $26M.

#5,266
in Finance & Insurance (8,549 peers)
+10.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund's outsized position by total assets

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund vs every filed plan by assets

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

$26,113,797 Top 25% higher than 75% 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

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 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. International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund reported participants rose from 98 in the plan year 2023 filing to 108 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 146033598 · International Association of Heat and Frost Insulators and Allied Work PY 2024 · Defined Benefit (Pension)

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund · $26M · 108 · 75th

  • EBSA $26M
  • EBSA 108
  • EBSA 75th
  • EBSA Defined Benefit (Pension)
  • EBSA near Lnp Engineering Plastics Inc. Pension Plan
  • EBSA ind #5266

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 Pennsylvania →

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund in the asset neighbourhood

Guard Publishing Company Retirement PlanGuard Publishing Company Ret…$26MUrs Professional Solutions Pension PlanUrs Professional Solutions P…$26MRetirement Plan of Forbes Management Company Inc.Retirement Plan of Forbes Ma…$26MInternational Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension FundInternational Association of…$26MLnp Engineering Plastics Inc. Pension PlanLnp Engineering Plastics Inc…$26M
End-of-year total assets ($M) among International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN146033598
Plan Effective Date1961-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (International Association of Heat and Frost Insulators and Allied Work)

Sponsor-wide plan assets over time

All International Association of Heat and Frost Insulators and Allied Work plans reported in each filing year

Latest sponsor-wide plan assets
$26M 26.273232758182996% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $20.7M $26.1M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 99 $21M
2023 1 98 $24M
2024 1 108 $26M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund, Total assets ($B): 0.026113797 · Participants: 108International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension FundNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund side-by-side with 3 peers →

International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Lnp Engineering Plastics Inc. Pension Plan in TX ($26M); by covered participants it is Nortek Retirement Plan in WI (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund assets move in 2024? ▼
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund grew at a solid clip - up 10.6% during 2024, from $24M to $26M. Reported net income was $3M.
How have International Association of Heat and Frost Insulators and Allied Work plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Association of Heat and Frost Insulators and Allied Work's sponsor-wide assets grew 26.3%, from $21M to $26M.
Where does International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund rank by assets among Form 5500 filers? ▼
International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund ranks in the 75th 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 Defined Benefit (Pension) plans are similar in size to International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lnp Engineering Plastics Inc. Pension Plan in TX ($26M, 29 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to International Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nortek Retirement Plan in WI (108 participants, $43M 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 146033598.

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.