Other · DOL Form 5500 · 2022

American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. Retirement Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
103
Participants Small participant base
80th
Percentile by assets National rank
$241,777
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#7,543
in Other Services (8,398 peers)
-22.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Ashrae Savings and Investment Plan's outsized position by total assets

Ashrae Savings and Investment Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,902,983 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Ashrae Savings and Investment Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ashrae Savings and Investment Plan sits mid-pack in the medium band (103 participants).

Form 5500 schedule snapshot

Filing strip 135675095 · American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. PY 2022 · Other

Ashrae Savings and Investment Plan · $25M · 103 · 80th

  • VS-ST $25M
  • BOY 103
  • SCH 80th
  • EBSA Other
  • PART near The Asheville School Retirement Plan
  • TYPE ind #7543

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 Other Services retirement plans → · Plans in Georgia →

Ashrae Savings and Investment Plan in the asset neighbourhood

Aga Institute Retirement Plan$25MAshrae Savings and Investment PlanAshrae Savings and Investmen…$25MThe Asheville School Retirement PlanThe Asheville School Retirem…$25MCement Masons Annuity Trust Fund for Nothernern NevadaCement Masons Annuity Trust …$25MLycee Francais De San Francisco 403(b) DC PlanLycee Francais De San Franci…$25M
End-of-year total assets ($M) among Ashrae Savings and Investment Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$25M
Net Income-$7M
Employer EIN135675095
Plan Effective Date1999-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (American Society of Heating, Refrigerating & Air-Cond Engineers, Inc.)

Sponsor-wide plan assets over time

All American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 25.039112784199386% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.9M $31.1M ▲ +25.1%
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 Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Ashrae Savings and Investment Plan, Total assets ($B): 0.024902983 · Participants: 103Ashrae Savings and Investment PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 1.705581692 · Participants: 24566Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.237822022 · Participants: 25169Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.044721516 · Participants: 12262Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.582319759 · Participants: 5837IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.453786357 · Participants: 1982Mercer University Defined Contribution Retirement Plan
Ashrae Savings and Investment Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Ashrae Savings and Investment Plan side-by-side with 3 peers →

Ashrae Savings and Investment Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is The Asheville School Retirement Plan in NC ($25M); by covered participants it is Food & Water Watch 403(b) Retirement Plan in DC (103 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ashrae Savings and Investment Plan assets move in 2022? ▼
Ashrae Savings and Investment Plan declined sharply - down 22.1% during 2022, from $32M to $25M. Reported net income was -$7M.
How have American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Society of Heating, Refrigerating & Air-Cond Engineers, Inc.'s sponsor-wide assets grew 25.0%, from $25M to $31M.
Where does Ashrae Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Ashrae Savings and Investment Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Ashrae Savings and Investment Plan? ▼
Among Other plans in other states, the closest by assets is The Asheville School Retirement Plan in NC ($25M, 95 participants).
Which Other plans cover a similar participant headcount to Ashrae Savings and Investment Plan? ▼
Among Other plans in other states, the closest by covered participants is Food & Water Watch 403(b) Retirement Plan in DC (103 participants, $10M in assets).

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 135675095.

Read our methodology - how this data is sourced, computed, and verified.

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