Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees, Airconditioning and Refrigeration Pension Plan
Data updated 2026-08-25
- $337M
- Total assets Above avg plan size
- 1,653
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $204,016
- Avg per participant Above avg balance/head
Official DOL plan name: Airconditioning and Refrigeration Industry Retirement Trust Fund · Sponsored by Board of Trustees, Airconditioning and Refrigeration · California · Construction
$337M in assets, 1,653 participants
Board of Trustees, Airconditioning and Refrigeration's Airconditioning and Refrigeration Industry Retirement Trust Fund reported $337M in total assets and 1,653 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,656 in Construction (9,030 peers)
Coverage in California
Airconditioning and Refrigeration Industry Retirement Trust Fund covers 1,653 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $337M.
- #8,656
- in Construction (9,030 peers)
- +9.8%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Airconditioning and Refrigeration Industry Retirement Trust Fund's outsized position by total assets
Airconditioning and Refrigeration Industry Retirement Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$337,239,119 Top 4% higher than 96% 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 Retirement Trust Fund'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 Retirement Trust Fund lands in the large band (1,653 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Airconditioning and Refrigeration Industry Retirement Trust Fund reported net income rose from -$49M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- Airconditioning and Refrigeration Industry Retirement Trust Fund end-of-year assets rose from $307M in the plan year 2022 filing to $337M in the plan year 2023 filing.
- Airconditioning and Refrigeration Industry Retirement Trust Fund reported participants rose from 1,591 in the plan year 2022 filing to 1,653 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 956035386 · Board of Trustees, Airconditioning and Refrigeration PY 2023 · Defined Benefit (Pension)
Airconditioning and Refrigeration Industry Retirement Trust Fund · $337M · 1,653 · 96th
- 5500 $337M
- ASSETS 1,653
- PCT 96th
- EIN Defined Benefit (Pension)
- RANK near Bremer Retirement Plan
- PHOTO ind #8656
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 Retirement Trust Fund in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $307M |
|---|---|
| Net Assets (End of Year) | $335M |
| Net Income | $29M |
| Employer EIN | 956035386 |
| Plan Effective Date | 1959-05-01 |
| 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
- $341M 10.89738964865373% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,591 | $307M |
| 2023 | 1 | 1,653 | $337M |
| 2024 | 1 | 1,774 | $341M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Airconditioning and Refrigeration Industry Retirement Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Bremer Retirement Plan in MN ($337M); by covered participants it is Steamship Trade Association of Baltimore, Incorporated - International Longshoremen's Association Pension Plan in MD (1,653 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($337M here).
- Bremer Retirement Plan (MN) $337M · 1,319
- Defined Benefit Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund (NJ) $338M · 167
- Cadence Retirement Plan and Trust Agreement (MS) $338M · 4,758
- Pension Plan for Salaried Employees of Continental Automotive, Inc. & Certain Affiliated Companies (SC) $336M · 512
Similar participant headcount
Nearest other-state filings by covered participants (1,653 participants); asset peers above are excluded.
- Steamship Trade Association of Baltimore, Incorporated - International Longshoremen's Association Pension Plan (MD) 1,653 · 0 off
- The Pension Plan for Insurance Organizations (NJ) 1,652 · 1 off
- I. B. E. W. Local 25 Pension Fund (NY) 1,656 · 3 off
- Steamfitters Local #449 Pension Plan (PA) 1,656 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.