Defined Benefit (Pension) · DOL Form 5500 · 2023
Trane U.S. Inc. Pension Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 1,265
- Participants Near avg headcount
- 69th
- Percentile by assets National rank
- $12,977
- Avg per participant Low balance/head
Official DOL plan name: Trane Pension Plan · Sponsored by Trane U.S. Inc. · North Carolina · Manufacturing
$16M in assets, 1,265 participants
Trane U.S. Inc.'s Trane Pension Plan reported $16M in total assets and 1,265 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #10,832 in Manufacturing (18,722 peers)
What the 2023 filing shows
Trane Pension Plan holds $16M for 1,265 participants - about $12,977 per participant, above the median plan by assets.
- #10,832
- in Manufacturing (18,722 peers)
- -4.2%
- assets change YoY
The plan reported a net loss of $722K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trane Pension Plan's outsized position by total assets
Trane Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,415,452 Top 31% higher than 69% 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 Pension Plan'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 Pension Plan lands in the large band (1,265 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Trane Pension Plan reported net income rose from -$2M in the plan year 2022 filing to -$722K in the plan year 2023 filing.
- Trane Pension Plan reported participants fell from 1,392 in the plan year 2022 filing to 1,265 in the plan year 2023 filing.
- Trane Pension Plan end-of-year assets fell from $17M in the plan year 2022 filing to $16M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 250900465 · Trane U.S. Inc. PY 2023 · Defined Benefit (Pension)
Trane Pension Plan · $16M · 1,265 · 69th
- RANK $16M
- PHOTO 1,265
- IND 69th
- EOY Defined Benefit (Pension)
- 5500 near Ampac Fine Chemicals LLC Pension Plan for Bargaini
- ASSETS ind #10832
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 Pension Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$722K |
| Employer EIN | 250900465 |
| Plan Effective Date | 2003-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Trane U.S. Inc.)
Sponsor-wide plan assets over time
All Trane U.S. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $989M 4.1050147401444805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 8,212 | $950M |
| 2023 | 4 | 7,821 | $1.0B |
| 2024 | 4 | 7,468 | $989M |
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
Trane Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Ampac Fine Chemicals LLC Pension Plan for Bargaini in CA ($16M); by covered participants it is Dassault Falcon Jet Corporation Retirement Income Plan in NJ (1,265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,265 participants); asset peers above are excluded.
- Dassault Falcon Jet Corporation Retirement Income Plan (NJ) 1,265 · 0 off
- Newyork-Presbyterian Brooklyn Methodist Hospital Employees' Retirement Plan (NY) 1,269 · 4 off
- Sentry Employee Retirement Plan (WI) 1,260 · 5 off
- Operating Engineers Pension Trust Fund of Washington D.C. and Vicinity (MD) 1,270 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.