Profit Sharing · DOL Form 5500 · 2022
Board of Trustees, Airconditioning and Refrigeration Profit Sharing Plan
Data updated 2026-08-25
- $183M
- Total assets Near avg plan size
- 2,834
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $64,589
- Avg per participant Low balance/head
Official DOL plan name: Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan · Sponsored by Board of Trustees, Airconditioning and Refrigeration · California · Construction
$183M in assets, 2,834 participants
Board of Trustees, Airconditioning and Refrigeration's Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan reported $183M in total assets and 2,834 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #9,385 in Construction (9,927 peers)
Coverage in California
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan covers 2,834 participants in California, 4.5x the typical California plan (state average ~630 per filing). Assets: $183M.
- #9,385
- in Construction (9,927 peers)
- -15.4%
- assets change YoY
- 1.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $33M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan's outsized position by total assets
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$183,043,844 Top 5% higher than 95% 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 Defined Contribution Retirement Plan'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 Defined Contribution Retirement Plan lands in the large band (2,834 participants).
DOL schedule card
Filing strip 581855968 · Board of Trustees, Airconditioning and Refrigeration PY 2022 · Profit Sharing
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan · $183M · 2,834 · 95th
- EIN $183M
- RANK 2,834
- PHOTO 95th
- IND Profit Sharing
- EOY near The Richards Group, Inc. Profit Sharing and 401(k) Plan
- 5500 ind #9385
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 Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $216M |
|---|---|
| Net Assets (End of Year) | $183M |
| Net Income | -$33M |
| Employer EIN | 581855968 |
| Plan Effective Date | 1988-01-01 |
| 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
- $228M 24.7458619804772% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,834 | $183M |
| 2023 | 1 | 2,912 | $209M |
| 2024 | 1 | 3,019 | $228M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is The Richards Group, Inc. Profit Sharing and 401(k) Plan in TX ($183M); by covered participants it is Commonwealth Health Corporation Retirement Savings Plan in KY (2,809 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($183M here).
- The Richards Group, Inc. Profit Sharing and 401(k) Plan (TX) $183M · 307
- Concurrent Technologies Corporation Retirement Savings Plan (PA) $182M · 346
- NECA-IBEW Memphis Retirement Plan (MI) $184M · 2,189
- The Local 7 Tile Industry Annuity Fund (NY) $186M · 1,465
Similar participant headcount
Nearest other-state filings by covered participants (2,834 participants); asset peers above are excluded.
- Commonwealth Health Corporation Retirement Savings Plan (KY) 2,809 · 25 off
- Painters and Allied Trades Dc82 Defined Contribution Pension Plan (MN) 2,798 · 36 off
- Sheet Metal Workers Annuity Fund Local Union No. 19 (PA) 2,794 · 40 off
- American Heart Association, Inc. Qualified Retirement Plan (TX) 2,793 · 41 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.