Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Airconditioning and Refrigeration Pension Plan
Data updated 2026-08-25
- $307M
- Total assets Above avg plan size
- 1,591
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $193,035
- Avg per participant Above avg balance/head
Official DOL plan name: Airconditioning and Refrigeration Industry Retirement Trust Fund · Sponsored by Board of Trustees, Airconditioning and Refrigeration · California · Construction
$307M in assets, 1,591 participants
Board of Trustees, Airconditioning and Refrigeration's Airconditioning and Refrigeration Industry Retirement Trust Fund reported $307M in total assets and 1,591 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- #9,570 in Construction (9,927 peers)
Coverage in California
Airconditioning and Refrigeration Industry Retirement Trust Fund covers 1,591 participants in California, 2.5x the typical California plan (state average ~630 per filing). Assets: $307M.
- #9,570
- in Construction (9,927 peers)
- -13.7%
- assets change YoY
- 3.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $49M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Airconditioning and Refrigeration Industry Retirement Trust Fund's outsized position by total assets
Airconditioning and Refrigeration Industry Retirement Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$307,118,274 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Airconditioning and Refrigeration Industry Retirement Trust Fund's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Airconditioning and Refrigeration Industry Retirement Trust Fund lands in the large band (1,591 participants).
Form 5500 schedule snapshot
Filing strip 956035386 · Board of Trustees, Airconditioning and Refrigeration PY 2022 · Defined Benefit (Pension)
Airconditioning and Refrigeration Industry Retirement Trust Fund · $307M · 1,591 · 97th
- 5500 $307M
- 5500 1,591
- 5500 97th
- 5500 Defined Benefit (Pension)
- 5500 near Protective Life Corporation Pension Plan
- 5500 ind #9570
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 California →
Airconditioning and Refrigeration Industry Retirement Trust Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $356M |
|---|---|
| Net Assets (End of Year) | $306M |
| Net Income | -$49M |
| Employer EIN | 956035386 |
| Plan Effective Date | 1959-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Airconditioning and Refrigeration)
Sponsor-wide plan assets over time
All Board of Trustees, Airconditioning and Refrigeration plans reported in each filing year
- Latest sponsor-wide plan assets
- $341M 10.89738964865373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,591 | $307M |
| 2023 | 1 | 1,653 | $337M |
| 2024 | 1 | 1,774 | $341M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $31.9B · 126,331
- Pacific Gas and Electric Company Retirement Plan $17.1B · 25,709
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.4B · 19,326
- Disney Salaried Pension Plan D $9.2B · 11,405
- Wells Fargo & Company Cash Balance Plan $8.8B · 59,141
Airconditioning and Refrigeration Industry Retirement Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Protective Life Corporation Pension Plan in AL ($307M); by covered participants it is Nbt Bancorp Inc. Defined Benefit Pension Plan in NY (1,591 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($307M here).
- Protective Life Corporation Pension Plan (AL) $307M · 2,996
- Northeast Georgia Health System, Inc. and Affiliated Companies Pension Plan (GA) $307M · 913
- Hubbell Incorporated Retirement Plan for Salaried and Hourly Employees (CT) $307M · 448
- The Albany Medical Center Retirement Plan (NY) $308M · 7,778
Similar participant headcount
Nearest other-state filings by covered participants (1,591 participants); asset peers above are excluded.
- Nbt Bancorp Inc. Defined Benefit Pension Plan (NY) 1,591 · 0 off
- American National Insurance Company Employees Retirement Plan (TX) 1,591 · 0 off
- Bfi Retirement Plan (AZ) 1,592 · 1 off
- Pension Plan of the Oregon Sheet Metal Workers Master Retirement Trust (OR) 1,589 · 2 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.