Defined Benefit (Pension) · DOL Form 5500 · 2022
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund Pension Plan
Data updated 2026-08-11
- $324M
- Total assets
- 1,677
- Participants
- 97th
- Percentile by assets
- $193,280
- Avg per participant
Official DOL plan name: Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan · Sponsored by Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund · New Jersey · Construction
$324M in assets, 1,677 participants
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund's Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan reported $324M in total assets and 1,677 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)
- #9,587 in Construction (9,927 peers)
Where Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan sits by assets
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan sits in the top 5% of all filed plans by assets, $324M for 1,677 participants (~$193,280/participant), down 6.3% in 2022.
- $324M
- total plan assets (2022 EOY)
- 1,677
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $193,280
- avg assets per participant
The plan reported a net loss of $22M 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) Pension Plan vs the 2022 asset distribution
By assets, Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $346M |
|---|---|
| Net Assets (End of Year) | $324M |
| Net Income | -$22M |
| Employer EIN | 226109064 |
| Plan Effective Date | 1968-09-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,677 | $324M |
| 2023 | 1 | 1,740 | $370M |
| 2024 | 1 | 1,818 | $410M |
Nearby Defined Benefit (Pension) Plans in New Jersey
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
- Retirement Plan of Johnson and Johnson $19.8B · 38,100
- JPMorgan Chase Retirement Plan $14.8B · 102,340
- Nokia Retirement Income Plan $14.5B · 7,413
- The Prudential Merged Retirement Plan $12.3B · 17,538
- Verizon Pension Plan for Associates $10.9B · 25,746
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan by total assets, not by location.
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico (PR) $324M · 1,067
- Chanel, Inc. Pension Plan (NY) $325M · 2,011
- Upstate New York Engineers Pension Fund (NY) $323M · 1,945
- Black Hills Retirement Plan (SD) $323M · 857
Frequently Asked Questions
How did Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan assets move in 2022? ▼
How have Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund plan assets changed over time? ▼
Where does Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan? ▼
Next read for Refrigeration, a/C & Service Div. (Ua-Nj…
Scale reading
Ways to act on Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan's numbers.
- By total assets, Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
- Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund's sponsor-wide assets have grown 26.5% since 2022 across 3 plan years on file. More Construction plans