401(k) · DOL Form 5500 · 2022

Air-Conditioning, Heating and Refrigeration Institute 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
102
Participants Small participant base
77th
Percentile by assets National rank
$189,624
Avg per participant Above avg balance/head
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Official DOL plan name: Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan · Sponsored by Air-Conditioning, Heating and Refrigeration Institute · Virginia · Other Services

$19M in assets, 102 participants

Air-Conditioning, Heating and Refrigeration Institute's Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan reported $19M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,336 in Other Services (8,398 peers)

Coverage in Virginia

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan covers 102 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $19M.

#7,336
in Other Services (8,398 peers)
-13.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan's outsized position by total assets

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,341,659 Top 23% higher than 77% of 139,123 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 2022

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan sits mid-pack in the medium band (102 participants).

Plan-year Form 5500 strip

Filing strip 261558777 · Air-Conditioning, Heating and Refrigeration Institute PY 2022 · 401(k)

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan · $19M · 102 · 77th

  • SCH $19M
  • EBSA 102
  • PART 77th
  • TYPE 401(k)
  • NET near Lb&b Associates Inc. 401(k) Plan
  • BOOK ind #7336

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 Other Services retirement plans → · Plans in Virginia →

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan in the asset neighbourhood

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement PlanAir-Conditioning, Heating an…$19MLb&b Associates Inc. 401(k) PlanLb&b Associates Inc. 401(k) …$19MSavings & Protection Plan for Shipping Container Division Plant Hourly Employees of Green Bay Packaging Inc.Savings & Protection Plan fo…$19MStride Community Health Center 401(k) PlanStride Community Health Cent…$19MAmpirical Solutions 401(k) PlanAmpirical Solutions 401(k) P…$19M
End-of-year total assets ($M) among Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN261558777
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Air-Conditioning, Heating and Refrigeration Institute)

Sponsor-wide plan assets over time

All Air-Conditioning, Heating and Refrigeration Institute plans reported in each filing year

Latest sponsor-wide plan assets
$27M 37.467111792220095% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.3M $26.6M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 102 $19M
2023 1 99 $22M
2024 1 99 $27M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan, Total assets ($B): 0.019341659 · Participants: 102Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan side-by-side with 3 peers →

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Lb&b Associates Inc. 401(k) Plan in MD ($19M); by covered participants it is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan assets move in 2022? ▼
Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan pulled back noticeably - down 13.9% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Air-Conditioning, Heating and Refrigeration Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Air-Conditioning, Heating and Refrigeration Institute's sponsor-wide assets grew 37.5%, from $19M to $27M.
Where does Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lb&b Associates Inc. 401(k) Plan in MD ($19M, 425 participants).
Which 401(k) plans cover a similar participant headcount to Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Choice Bank 401(k) Profit Sharing Plan in CA (102 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261558777.

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.