Profit Sharing · DOL Form 5500 · 2022
Board of Trustees, Airconditioning and Refrigeration Profit Sharing Plan
Data updated 2026-08-11
- $183M
- Total assets
- 2,834
- Participants
- 95th
- Percentile by assets
- $64,589
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $183M
- total plan assets (2022 EOY)
- 2,834
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $64,589
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan reports 2,834 participants - 4.5x that state average ($183M EOY assets).
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)
| 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.
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan assets move in 2022? ▼
How have Board of Trustees, Airconditioning and Refrigeration plan assets changed over time? ▼
Where does Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan? ▼
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Filing takeaways
Ways to act on Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan's numbers.
- By total assets, Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Board of Trustees, Airconditioning and Refrigeration's sponsor-wide assets have grown 24.7% since 2022 across 3 plan years on file. More Construction plans