401(k) · DOL Form 5500 · 2023
Thermo King Puerto Rico Manufactura, Inc. 401(k) Plan
Data updated 2026-08-25
- $54M
- Total assets Below avg plan size
- 772
- Participants Near avg headcount
- 86th
- Percentile by assets National rank
- $70,117
- Avg per participant Below avg balance/head
Official DOL plan name: Trane Technologies Retirement Savings Plan for Participating Affiliates in Puerto Rico · Sponsored by Thermo King Puerto Rico Manufactura, Inc. · Puerto Rico · Manufacturing
$54M in assets, 772 participants
Thermo King Puerto Rico Manufactura, Inc.'s Trane Technologies Retirement Savings Plan for Participating Affiliates in Puerto Rico reported $54M in total assets and 772 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #15,003 in Manufacturing (18,722 peers)
Coverage in Puerto Rico
Trane Technologies Retirement Savings Plan for Participating Affiliates in Puerto Rico covers 772 participants in Puerto Rico, 8.7x the typical Puerto Rico plan (state average ~89 per filing). Assets: $54M.
- #15,003
- in Manufacturing (18,722 peers)
- +31.5%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Trane Technologies Retirement Savings Plan for Participating Affiliates in Puerto Rico's outsized position by total assets
Trane Technologies Retirement Savings Plan for Participating Affiliates in Puerto Rico vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$54,130,226 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Trane Technologies Retirement Savings Plan for Participating Affiliates in Puerto Rico among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trane Technologies Retirement Savings Plan for Participating Affiliates in Puerto Rico sits mid-pack in the medium band (772 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trane Technologies Retirement Savings Plan for Participating Affiliates in Puerto Rico reported net income rose from -$7M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Trane Technologies Retirement Savings Plan for Participating Affiliates in Puerto Rico end-of-year assets rose from $41M in the plan year 2022 filing to $54M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 660777053 · Thermo King Puerto Rico Manufactura, Inc. PY 2023 · 401(k)
Trane Technologies Retirement Savings Plan for Participating Affiliates in Puerto Rico · $54M · 772 · 86th
- ASSETS $54M
- PCT 772
- EIN 86th
- RANK 401(k)
- PHOTO near Strata Corporation 401(k)
- IND ind #15003
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 Manufacturing retirement plans → · Plans in Puerto Rico →
Trane Technologies Retirement Savings Plan for Participating Affiliates in Puerto Rico in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $54M |
| Net Income | $13M |
| Employer EIN | 660777053 |
| Plan Effective Date | 1997-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Thermo King Puerto Rico Manufactura, Inc.)
Sponsor-wide plan assets over time
All Thermo King Puerto Rico Manufactura, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 50.856525020969045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 971 | $54M |
| 2023 | 2 | 960 | $68M |
| 2024 | 2 | 1,045 | $82M |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $385M · 87
- Msd Puerto Rico Savings and Security Plan $224M · 679
- Inter American University of Pr Defined Contribution Retirement Plan $188M · 1,601
- Popular, Inc. USA 401(k) Savings & Investment Plan $150M · 867
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $143M · 2,875
Trane Technologies Retirement Savings Plan for Participating Affiliates in Puerto Rico's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Strata Corporation 401(k) in ND ($54M); by covered participants it is Associated Terminals, L.L.C. 401(k) Plan in LA (772 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($54M here).
- Strata Corporation 401(k) (ND) $54M · 658
- Mutual of Omaha Mortgage 401(k) Plan (CA) $54M · 1,102
- Manning & Kass, Ellrod, Ramirez, Trester LLP 401(k) Plan (CA) $54M · 243
- Greenhill & Co., Inc. 401(k) Profit Sharing Plan (NY) $54M · 199
Similar participant headcount
Nearest other-state filings by covered participants (772 participants); asset peers above are excluded.
- Associated Terminals, L.L.C. 401(k) Plan (LA) 772 · 0 off
- Tumi, Inc. Profit Sharing/401(k) Plan (NJ) 772 · 0 off
- Goodwill Industries-Manasota, Inc. Retirement Plan (FL) 772 · 0 off
- The Maschhoffs 401(k) Plan (IL) 772 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.