Other
2022 plan-year Other DOL Form 5500

Airconditioning and Refrigeration Industry Retirement Trust Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Airconditioning and Refrigeration · California · Construction

What the 2023 filing shows

Airconditioning and Refrigeration Industry Retirement Trust Fund holds $307M for 1,591 participants — about $193,035 per participant, down 13.7% over the 2022 plan year.

$307M
total plan assets (2022 EOY)
1,591
covered participants
$193,035
avg assets per participant
-13.7%
assets change YoY

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.

Total Assets (2023)
$307M
Participants
1,591
State
Industry
Construction

What the Filing Says About Airconditioning and Refrigeration Industry Retirement Trust Fund

Airconditioning and Refrigeration Industry Retirement Trust Fund is a Other retirement plan sponsored by Board of Trustees, Airconditioning and Refrigeration, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $307M in total end-of-year assets and covers 1,591 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 956035386, and the plan has been effective since 1959-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $356M at the beginning of 2022 to $307M at year-end — a decline of 13.7%. Net assets (after liabilities) closed the year at $306M, with reported net income of $-48,812,022 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$356M
Total Assets (End of Year)$307M
Net Assets (End of Year)$306M
Net Income$-48,812,022
Plan TypeOther
Employer EIN956035386
Plan Effective Date1959-05-01
Filing StatusFILING 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 Other Plans in California

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Airconditioning and Refrigeration Industry Retirement Trust Fund?
As of the 2022 Form 5500 filing, Airconditioning and Refrigeration Industry Retirement Trust Fund holds $307M in total assets with 1,591 participants. It is sponsored by Board of Trustees, Airconditioning and Refrigeration.
What type of plan is Airconditioning and Refrigeration Industry Retirement Trust Fund?
Airconditioning and Refrigeration Industry Retirement Trust Fund is a Other plan. It has been effective since 1959-05-01. The plan is filed with the U.S. Department of Labor under EIN 956035386.
Who sponsors the Airconditioning and Refrigeration Industry Retirement Trust Fund?
Airconditioning and Refrigeration Industry Retirement Trust Fund is sponsored by Board of Trustees, Airconditioning and Refrigeration, located in California. The sponsor's EIN is 956035386 and the plan operates in the Construction industry.
How did Airconditioning and Refrigeration Industry Retirement Trust Fund perform in 2022?
Airconditioning and Refrigeration Industry Retirement Trust Fund declined by 13.7% during 2022, moving from $356M to $307M in total assets. Net income was $-48,812,022.
Where can I find official filings for Airconditioning and Refrigeration Industry Retirement Trust Fund?
Official Form 5500 filings for Airconditioning and Refrigeration Industry Retirement Trust Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956035386 or plan name at efast.dol.gov.
How does Airconditioning and Refrigeration Industry Retirement Trust Fund compare to other plans?
You can compare Airconditioning and Refrigeration Industry Retirement Trust Fund against other Other plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 956035386.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.