Other · DOL Form 5500 · 2022
American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. Retirement Plan
Data updated 2026-08-11
- $25M
- Total assets
- 103
- Participants
- 80th
- Percentile by assets
- $241,777
- Avg per participant
Official DOL plan name: Ashrae Savings and Investment Plan · Sponsored by American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. · Georgia · Other Services
$25M in assets, 103 participants
American Society of Heating, Refrigerating & Air-Cond Engineers, Inc.'s Ashrae Savings and Investment Plan reported $25M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- 80th percentile by assets (of 139,126 plans)
- #7,543 in Other Services (8,398 peers)
Coverage in Georgia
Ashrae Savings and Investment Plan covers 103 participants in Georgia, about 9% of the average Georgia filer (state average ~1,096 per filing). Assets: $25M.
- $25M
- total plan assets (2022 EOY)
- 103
- covered participants
- 80th
- percentile by assets (of 139,126 plans)
- $241,777
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Georgia filers
In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Ashrae Savings and Investment Plan reports 103 participants - about 9% of that state average ($25M EOY assets).
Georgia filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$7M |
| Employer EIN | 135675095 |
| Plan Effective Date | 1999-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Society of Heating, Refrigerating & Air-Cond Engineers, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $25M |
| 2023 | 1 | 96 | $27M |
| 2024 | 1 | 108 | $31M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
Ashrae Savings and Investment Plan vs. nearby Other plans in Georgia, assets vs. participants
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $1.7B · 24,566
- Northside Hospital 403(b) Retirement Plan $1.2B · 25,169
- Childrens Healthcare of Atlanta Inc Share Plan $1.0B · 12,262
- IBEW Local 613 Defined Contribution Pension Plan $582M · 5,837
- Mercer University Defined Contribution Retirement Plan $454M · 1,982
Similar-Sized Other Plans Nationally
Other plans in other states closest to Ashrae Savings and Investment Plan by total assets, not by location.
Frequently Asked Questions
How did Ashrae Savings and Investment Plan assets move in 2022? ▼
How have American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. plan assets changed over time? ▼
Where does Ashrae Savings and Investment Plan rank by assets among Form 5500 filers? ▼
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Next read for Ashrae Savings and Investment Plan
Filing takeaways
Ways to act on Ashrae Savings and Investment Plan's numbers.
- By total assets, Ashrae Savings and Investment Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Georgia. Compare plans
- American Society of Heating, Refrigerating & Air-Cond Engineers, Inc.'s sponsor-wide assets have grown 25.0% since 2022 across 3 plan years on file. More Other Services plans