Defined Benefit (Pension) · DOL Form 5500 · 2023
Trane Technologies Company LLC Pension Plan
Data updated 2026-08-25
- $816M
- Total assets Above avg plan size
- 5,332
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $152,982
- Avg per participant Above avg balance/head
Official DOL plan name: Trane Technologies Pension Plan Number One B · Sponsored by Trane Technologies Company LLC · North Carolina · Manufacturing
$816M in assets, 5,332 participants
Trane Technologies Company LLC's Trane Technologies Pension Plan Number One B reported $816M in total assets and 5,332 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #18,171 in Manufacturing (18,722 peers)
Coverage in North Carolina
Trane Technologies Pension Plan Number One B covers 5,332 participants in North Carolina, 6.5x the typical North Carolina plan (state average ~819 per filing). Assets: $816M.
- #18,171
- in Manufacturing (18,722 peers)
- $11M
- reported net income
- 8.2×
- vs typical plan assets (national mean)
Trane Technologies Pension Plan Number One B's outsized position by total assets
Trane Technologies Pension Plan Number One B vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$815,699,584 Top 2% higher than 98% 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 Pension Plan Number One B's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Trane Technologies Pension Plan Number One B lands in the large band (5,332 participants).
Published 5500 schedule card
Filing strip 135156640 · Trane Technologies Company LLC PY 2023 · Defined Benefit (Pension)
Trane Technologies Pension Plan Number One B · $816M · 5,332 · 98th
- TYPE $816M
- NET 5,332
- BOOK 98th
- VS-ST Defined Benefit (Pension)
- BOY near Citgo Petroleum Corporation Salaried Employees' Pension Plan
- SCH ind #18171
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 North Carolina →
Trane Technologies Pension Plan Number One B in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $815M |
| Net Income | $11M |
| Employer EIN | 135156640 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trane Technologies Company LLC)
Sponsor-wide plan assets over time
All Trane Technologies Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8.3B 42.82422244562476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 23,021 | $5.8B |
| 2023 | 4 | 23,747 | $7.0B |
| 2024 | 4 | 24,880 | $8.3B |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 11,145
- Truist Financial Corporation Pension Plan $14.6B · 45,818
- Duke Energy Retirement Cash Balance Plan $4.0B · 14,485
- Duke Energy Legacy Pension Plan $3.4B · 371
- Employees' Retirement Plan of Duke University $2.6B · 21,020
Scale composition for Trane Technologies Pension Plan Number One B
Trane Technologies Pension Plan Number One B reports $816M in end-of-year assets across 5,332 participants (0.007% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $152,982 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2023 was $11M.
This plan identity (EIN 135156640, plan #008) has 2 Form 5500 filings on file from 2023 to 2024 , with end-of-year assets moving from $816M to $777M (-4.8%) while covered participants moved from 5,332 to 4,934 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2023 | 5,332 | $816M | This page |
| 2024 · index core | 4,934 | $777M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Trane Technologies Employee Savings Plan (Esp) (401(k), $7.5B, 19,674 participants)
- Trane Technologies Pension Plan Number One B (Defined Benefit (Pension), $777M, 4,934 participants)
Trane Technologies Pension Plan Number One B's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Citgo Petroleum Corporation Salaried Employees' Pension Plan in TX ($818M); by covered participants it is Ufcw and Safeway Variable Annuity Pension Fund in MD (5,337 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($816M here).
- Citgo Petroleum Corporation Salaried Employees' Pension Plan (TX) $818M · 1,913
- Nv Energy Retirement Plan (NV) $813M · 1,356
- Entergy Corporation Retirement Plan III (LA) $819M · 63
- Washington Gas Light Company Employees' Pension Plan (DC) $808M · 572
Similar participant headcount
Nearest other-state filings by covered participants (5,332 participants); asset peers above are excluded.
- Ufcw and Safeway Variable Annuity Pension Fund (MD) 5,337 · 5 off
- Shaws Supermarkets, Inc. Pension Plan for Union Employees (ID) 5,337 · 5 off
- Baker Hughes Company Pension Plan (TX) 5,353 · 21 off
- Retirement Plan for Employees of United Jewish (NY) 5,310 · 22 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.