Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees, Airconditioning and Refrigeration Pension Plan
Data updated 2026-08-11
- $307M
- Total assets
- 1,591
- Participants
- 97th
- Percentile by assets
- $193,035
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $307M
- total plan assets (2022 EOY)
- 1,591
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $193,035
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Airconditioning and Refrigeration Industry Retirement Trust Fund reports 1,591 participants - 2.5x that state average ($307M EOY assets).
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)
| 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.
Airconditioning and Refrigeration Industry Retirement Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Airconditioning and Refrigeration Industry Retirement Trust Fund by total assets, not by location.
- 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
Frequently Asked Questions
How did Airconditioning and Refrigeration Industry Retirement Trust Fund assets move in 2022? ▼
How have Board of Trustees, Airconditioning and Refrigeration plan assets changed over time? ▼
Where does Airconditioning and Refrigeration Industry Retirement Trust Fund rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Airconditioning and Refrigeration Industry Retirement Trust Fund? ▼
Next read for Airconditioning and Refrigeration Indust…
Filing takeaways
Ways to act on Airconditioning and Refrigeration Industry Retirement Trust Fund's numbers.
- By total assets, Airconditioning and Refrigeration Industry Retirement Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Board of Trustees, Airconditioning and Refrigeration's sponsor-wide assets have grown 10.9% since 2022 across 3 plan years on file. More Construction plans