401(k) · DOL Form 5500 · 2023

Aire-Rite Airconditioning & Refrigeration 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
138
Participants Small participant base
59th
Percentile by assets National rank
$74,690
Avg per participant Below avg balance/head
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Official DOL plan name: Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit · Sponsored by Aire-Rite Airconditioning & Refrigeration · California · Construction

$10M in assets, 138 participants

Aire-Rite Airconditioning & Refrigeration's Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit reported $10M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,207 in Construction (9,030 peers)

Coverage in California

Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit covers 138 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $10M.

#5,207
in Construction (9,030 peers)
-36.1%
assets change YoY

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit's mid-pack asset rank among Construction and all filers

Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,307,192 Top 41% higher than 59% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit 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. Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit reported net income fell from -$3M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
  • Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit end-of-year assets fell from $16M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit reported participants fell from 149 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 952868706 · Aire-Rite Airconditioning & Refrigeration PY 2023 · 401(k)

Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit · $10M · 138 · 59th

  • PHOTO $10M
  • IND 138
  • EOY 59th
  • 5500 401(k)
  • ASSETS near The Bank of New Glarus 401(k) Retirement Plan
  • PCT ind #5207

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 California →

Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit in the asset neighbourhood

Aire-Rite Airconditioning Refrigeration, Inc. 401(k) ProfitAire-Rite Airconditioning Re…$10MThe Bank of New Glarus 401(k) Retirement PlanThe Bank of New Glarus 401(k…$10MThe I Grace Company Retirement Savings PlanThe I Grace Company Retireme…$10MMilton's Distributing Co., Inc. 401(k) PlanMilton's Distributing Co., I…$10MV.G. Reed & Sons, Inc. 401(k) Salary Reduction PlanV.G. Reed & Sons, Inc. 401(k…$10M
End-of-year total assets ($M) among Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$10M
Net Income-$6M
Employer EIN952868706
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aire-Rite Airconditioning & Refrigeration)

Sponsor-wide plan assets over time

All Aire-Rite Airconditioning & Refrigeration plans reported in each filing year

Latest sponsor-wide plan assets
$326K 97.98015931539604% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $16.1M $0.33M ▼ -98.0%
Year Plans Participants Total Assets
2022 1 149 $16M
2023 1 138 $10M
2024 1 106 $326K

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit, Total assets ($B): 0.010307192 · Participants: 138Aire-Rite Airconditioning Refrigeration, Inc. 401(k) ProfitWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit vs. nearby 401(k) plans in California, assets vs. participants
Compare Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit side-by-side with 3 peers →

Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Bank of New Glarus 401(k) Retirement Plan in WI ($10M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit assets move in 2023? ▼
Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit contracted severely - down 36.1% during 2023, from $16M to $10M. Reported net income was -$6M.
How have Aire-Rite Airconditioning & Refrigeration plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aire-Rite Airconditioning & Refrigeration's sponsor-wide assets declined 98.0%, from $16M to $326K.
Which 401(k) plans are similar in size to Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit? ▼
Among 401(k) plans in other states, the closest by assets is The Bank of New Glarus 401(k) Retirement Plan in WI ($10M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Aire-Rite Airconditioning Refrigeration, Inc. 401(k) Profit? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952868706.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.