Other · DOL Form 5500 · 2022
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund Retirement Plan
Data updated 2026-08-25
- $332M
- Total assets Above avg plan size
- 2,034
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $163,219
- Avg per participant Above avg balance/head
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.
- #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.
- #9,596
- in Construction (9,927 peers)
- -3.0%
- assets change YoY
- 3.3×
- vs typical plan assets (national mean)
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.
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan's outsized position by total assets
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$331,988,234 Top 3% higher than 97% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan lands in the large band (2,034 participants).
Form 5500 schedule snapshot
Filing strip 222585171 · Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund PY 2022 · Other
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan · $332M · 2,034 · 97th
- IND $332M
- EOY 2,034
- 5500 97th
- ASSETS Other
- PCT near Eisenhower Medical Center 403(b) Retirement Plan
- EIN ind #9596
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 New Jersey →
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $418M 25.823984774111004% vs 2022
- 2024 filing year
| 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.
- 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
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Eisenhower Medical Center 403(b) Retirement Plan in CA ($331M); by covered participants it is Marquette University Retirement Plan in WI (2,039 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($332M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,034 participants); asset peers above are excluded.
- Marquette University Retirement Plan (WI) 2,039 · 5 off
- Howard Hughes Medical Institute Retirement Savings Plan (MD) 2,041 · 7 off
- Holyoke Medical Center, Inc. 403(b) Retirement Plan (MA) 2,043 · 9 off
- Melrosewakefield Healthcare 403(b) Plan (MA) 2,046 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.