Profit Sharing · DOL Form 5500 · 2023
Board of Trustees, Airconditioning and Refrigeration Profit Sharing Plan
Data updated 2026-08-25
- $209M
- Total assets Near avg plan size
- 2,912
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $71,637
- Avg per participant Below avg balance/head
Official DOL plan name: Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan · Sponsored by Board of Trustees, Airconditioning and Refrigeration · California · Construction
$209M in assets, 2,912 participants
Board of Trustees, Airconditioning and Refrigeration's Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan reported $209M in total assets and 2,912 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,491 in Construction (9,030 peers)
Coverage in California
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan covers 2,912 participants in California, 4.6x the typical California plan (state average ~630 per filing). Assets: $209M.
- #8,491
- in Construction (9,030 peers)
- +14.0%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan's outsized position by total assets
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$208,608,247 Top 5% higher than 95% 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
Airconditioning and Refrigeration Industry Defined Contribution Retirement 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. Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan lands in the large band (2,912 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan reported net income rose from -$33M in the plan year 2022 filing to $26M in the plan year 2023 filing.
- Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan end-of-year assets rose from $183M in the plan year 2022 filing to $209M in the plan year 2023 filing.
- Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan reported participants rose from 2,834 in the plan year 2022 filing to 2,912 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 581855968 · Board of Trustees, Airconditioning and Refrigeration PY 2023 · Profit Sharing
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan · $209M · 2,912 · 95th
- RANK $209M
- RANK 2,912
- RANK 95th
- RANK Profit Sharing
- RANK near Concurrent Technologies Corporation Retirement Savings Plan
- RANK ind #8491
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 →
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $183M |
|---|---|
| Net Assets (End of Year) | $208M |
| Net Income | $26M |
| Employer EIN | 581855968 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Airconditioning and Refrigeration)
Sponsor-wide plan assets over time
All Board of Trustees, Airconditioning and Refrigeration plans reported in each filing year
- Latest sponsor-wide plan assets
- $228M 24.7458619804772% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,834 | $183M |
| 2023 | 1 | 2,912 | $209M |
| 2024 | 1 | 3,019 | $228M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Intel Retirement Contribution Plan $7.2B · 21,513
- Scpmg Keogh Plan $6.8B · 10,125
- Motion Picture Industry Individual Account Plan $5.9B · 71,071
- Memorialcare Retirement Plan $1.3B · 4,728
- Disney Retirement Savings Plan $1.1B · 37,110
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Concurrent Technologies Corporation Retirement Savings Plan in PA ($208M); by covered participants it is Painters and Allied Trades Dc82 Defined Contribution Pension Plan in MN (2,911 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($209M here).
- Concurrent Technologies Corporation Retirement Savings Plan (PA) $208M · 346
- Peacehealth Southwest Medical Center Employer Contribution Plan (WA) $207M · 3,300
- Heat and Frost Insulators Local 34 Pension Fund (MN) $207M · 435
- Cfni Retirement Plan (IN) $206M · 6,110
Similar participant headcount
Nearest other-state filings by covered participants (2,912 participants); asset peers above are excluded.
- Painters and Allied Trades Dc82 Defined Contribution Pension Plan (MN) 2,911 · 1 off
- Murphy USA Inc. Profit Sharing Plan (AR) 2,908 · 4 off
- Link Homecare, LLC Retirement Plan and Trust (NY) 2,900 · 12 off
- Heritage Christian Services, Inc. Retirement Plan (NY) 2,941 · 29 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.