Profit Sharing · DOL Form 5500 · 2023

Board of Trustees, Airconditioning and Refrigeration Profit Sharing Plan

Data updated 2026-08-11

$209M
Total assets: 2,912
Participants: 95th
Percentile by assets: $71,637
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$209M
total plan assets (2023 EOY): 2,912
covered participants: 95th
percentile by assets (of 127,072 plans): $71,637
avg assets per participant

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.

See the national 2022→2023 release diff →

State

California

Industry

Construction

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan reports 2,912 participants - 4.6x that state average ($209M EOY assets).

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)

Total plan assets by year, all Board of Trustees, Airconditioning and Refrigeration plans on file

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.

Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

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

Compare Airconditioning and Refrigeration Indust… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan by total assets, not by location.

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

Frequently Asked Questions

How did Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan assets move in 2023? ▼

Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan grew at a solid clip - up 14.0% during 2023, from $183M to $209M. Reported net income was $26M.

How have Board of Trustees, Airconditioning and Refrigeration plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, Airconditioning and Refrigeration's sponsor-wide assets grew 24.7%, from $183M to $228M.

Where does Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Concurrent Technologies Corporation Retirement Savings Plan in PA ($208M, 346 participants).

Next read for Airconditioning and Refrigeration Indust…

Filing takeaways

Ways to act on Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan's numbers.

By total assets, Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
Board of Trustees, Airconditioning and Refrigeration's sponsor-wide assets have grown 24.7% since 2022 across 3 plan years on file. More Construction plans

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 581855968.