Defined Benefit (Pension) · DOL Form 5500 · 2024
Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127 Pension Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 115
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $346,576
- Avg per participant High balance/head
Official DOL plan name: Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund · Sponsored by Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127 · Wisconsin · Construction
$40M in assets, 115 participants
Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127's Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund reported $40M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #7,219 in Construction (9,039 peers)
Coverage in Wisconsin
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund covers 115 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $40M.
- #7,219
- in Construction (9,039 peers)
- +7.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund's outsized position by total assets
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,856,196 Top 19% higher than 81% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 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. Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund sits mid-pack in the medium band (115 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund reported participants rose from 106 in the plan year 2023 filing to 115 in the plan year 2024 filing.
- Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund end-of-year assets rose from $37M in the plan year 2023 filing to $40M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 510167810 · Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127 PY 2024 · Defined Benefit (Pension)
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund · $40M · 115 · 81st
- IND $40M
- EOY 115
- 5500 81st
- ASSETS Defined Benefit (Pension)
- PCT near The Restated Contributory Retirement Plan for Cooperatives
- EIN ind #7219
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 Wisconsin →
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $3M |
| Employer EIN | 510167810 |
| Plan Effective Date | 1965-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127)
Sponsor-wide plan assets over time
All Trustees of Int'l Assn of Heat & Frost I & Asbestos Workers Local 127 plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 17.966772638721935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 106 | $34M |
| 2023 | 1 | 106 | $37M |
| 2024 | 1 | 115 | $40M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is The Restated Contributory Retirement Plan for Cooperatives in IA ($40M); by covered participants it is Noble Services Company LLC Hourly Employees' Retirement Plan in TX (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- The Restated Contributory Retirement Plan for Cooperatives (IA) $40M · 175
- Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees (MO) $40M · 30
- The Monarch Cement Company Retirement Plan for Staff Employees (KS) $40M · 57
- The Retirement Plan of Saco & Biddeford Savings Institution (ME) $40M · 55
Similar participant headcount
Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.
- Noble Services Company LLC Hourly Employees' Retirement Plan (TX) 115 · 0 off
- Kph Healthcare Services, Inc. Pension Plan (NY) 115 · 0 off
- Essa Bank and Trust Pension Plan (PA) 115 · 0 off
- Radiology of Huntsville, P.C. Pension Plan (AL) 115 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.