Other · DOL Form 5500 · 2022
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund Retirement Plan
Data updated 2026-08-11
- $332M
- Total assets
- 2,034
- Participants
- 97th
- Percentile by assets
- $163,219
- Avg per participant
Official DOL plan name: Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan · Sponsored by Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund · New Jersey · Construction
$332M in assets, 2,034 participants
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund's Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan reported $332M in total assets and 2,034 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #9,596 in Construction (9,927 peers)
Coverage in New Jersey
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan covers 2,034 participants in New Jersey, 2.4x the typical New Jersey plan (state average ~844 per filing). Assets: $332M.
- $332M
- total plan assets (2022 EOY)
- 2,034
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $163,219
- avg assets per participant
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New Jersey filers
In New Jersey, the average filing covers about 844 participants across 4,145 plans. Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan reports 2,034 participants - 2.4x that state average ($332M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $342M |
|---|---|
| Net Assets (End of Year) | $332M |
| Net Income | -$10M |
| Employer EIN | 222585171 |
| Plan Effective Date | 1985-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,034 | $332M |
| 2023 | 1 | 2,128 | $381M |
| 2024 | 1 | 2,304 | $418M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.6B · 18,619
- Princeton University Retirement Savings Plan $1.3B · 7,627
- Rwjbarnabas Health 403(b) Savings Plan $1.2B · 29,563
- Educational Testing Service 403(b) Retirement Savings Plan $822M · 3,797
- Atlantic Health System 403(b) Retirement Savings Plan $759M · 19,041
Similar-Sized Other Plans Nationally
Other plans in other states closest to Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan by total assets, not by location.
- Eisenhower Medical Center 403(b) Retirement Plan (CA) $331M · 3,987
- Community Foundation of Northwest Indiana 403(b) Retirement Plan (IN) $334M · 7,442
- College of the Holy Cross 403(b) Defined Contribution & Group Supplemental Retirement Plan (MA) $334M · 938
- Tift Regional Health System 403(b) Plan (GA) $329M · 2,567
Frequently Asked Questions
How did Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan assets move in 2022? ▼
How have Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund plan assets changed over time? ▼
Where does Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan? ▼
Next read for Refrigeration, a/C & Service Div. (Ua-Nj…
Filing takeaways
Ways to act on Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan's numbers.
- By total assets, Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Construction plans