Money Purchase · DOL Form 5500 · 2022

Board of Trustees, Inland Refrigeration and Air Money Purchase Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
168
Participants Small participant base
81st
Percentile by assets National rank
$158,949
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Inland Refrigeration and Air Conditioning Retirement Trust Fund · Sponsored by Board of Trustees, Inland Refrigeration and Air · California · Construction

$27M in assets, 168 participants

Board of Trustees, Inland Refrigeration and Air's Inland Refrigeration and Air Conditioning Retirement Trust Fund reported $27M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,981 in Construction (9,927 peers)

Coverage in California

Inland Refrigeration and Air Conditioning Retirement Trust Fund covers 168 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $27M.

#7,981
in Construction (9,927 peers)
-2.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $674K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Inland Refrigeration and Air Conditioning Retirement Trust Fund's outsized position by total assets

Inland Refrigeration and Air Conditioning Retirement Trust Fund vs every filed plan by assets

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

$26,703,499 Top 19% higher than 81% 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

Inland Refrigeration and Air Conditioning Retirement Trust Fund 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. Inland Refrigeration and Air Conditioning Retirement Trust Fund sits mid-pack in the medium band (168 participants).

Form 5500 schedule snapshot

Filing strip 956377502 · Board of Trustees, Inland Refrigeration and Air PY 2022 · Money Purchase

Inland Refrigeration and Air Conditioning Retirement Trust Fund · $27M · 168 · 81st

  • EBSA $27M
  • EBSA 168
  • EBSA 81st
  • EBSA Money Purchase
  • EBSA near Teamsters Local 929 Retirement Plan
  • EBSA ind #7981

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 →

Inland Refrigeration and Air Conditioning Retirement Trust Fund in the asset neighbourhood

Ufcw Local 2013 Annuity Fund$27MInland Refrigeration and Air Conditioning Retirement Trust FundInland Refrigeration and Air…$27MTeamsters Local 929 Retirement PlanTeamsters Local 929 Retireme…$27MPax Machine Works, Inc. Pension Plan & TrustPax Machine Works, Inc. Pens…$26MKnea Employees' Contributory Pension Plan & TrustKnea Employees' Contributory…$26M
End-of-year total assets ($M) among Inland Refrigeration and Air Conditioning Retirement Trust Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$27M
Net Income-$674K
Employer EIN956377502
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Inland Refrigeration and Air)

Sponsor-wide plan assets over time

All Board of Trustees, Inland Refrigeration and Air plans reported in each filing year

Latest sponsor-wide plan assets
$33M 24.550853803840464% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.7M $33.3M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 168 $27M
2023 1 181 $29M
2024 1 187 $33M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Inland Refrigeration and Air Conditioning Retirement Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Inland Refrigeration and Air Conditioning Retirement Trust Fund, Total assets ($B): 0.026703499 · Participants: 168Inland Refrigeration and Air Conditioning Retirement Trust FundThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Inland Refrigeration and Air Conditioning Retirement Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants
Compare Inland Refrigeration and Air Conditioning Retirement Trust Fund side-by-side with 3 peers →

Inland Refrigeration and Air Conditioning Retirement Trust Fund's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Teamsters Local 929 Retirement Plan in NJ ($27M); by covered participants it is Drexel Chemical Company Money Purchase Pension Plan and Trust in TN (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

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 Inland Refrigeration and Air Conditioning Retirement Trust Fund assets move in 2022? ▼
Inland Refrigeration and Air Conditioning Retirement Trust Fund edged down modestly - down 2.5% during 2022, from $27M to $27M. Reported net income was -$674K.
How have Board of Trustees, Inland Refrigeration and Air plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Inland Refrigeration and Air's sponsor-wide assets grew 24.6%, from $27M to $33M.
Where does Inland Refrigeration and Air Conditioning Retirement Trust Fund rank by assets among Form 5500 filers? ▼
Inland Refrigeration and Air Conditioning Retirement Trust Fund ranks in the 81st 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 Money Purchase plans are similar in size to Inland Refrigeration and Air Conditioning Retirement Trust Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Teamsters Local 929 Retirement Plan in NJ ($27M, 1,466 participants).
Which Money Purchase plans cover a similar participant headcount to Inland Refrigeration and Air Conditioning Retirement Trust Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Drexel Chemical Company Money Purchase Pension Plan and Trust in TN (168 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 956377502.

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.