Other · DOL Form 5500 · 2023

American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
96
Participants Small participant base
78th
Percentile by assets National rank
$278,891
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ashrae Savings and Investment Plan · Sponsored by American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. · Georgia · Other Services

$27M in assets, 96 participants

American Society of Heating, Refrigerating & Air-Cond Engineers, Inc.'s Ashrae Savings and Investment Plan reported $27M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,958 in Other Services (7,857 peers)

Where Ashrae Savings and Investment Plan sits by assets

Ashrae Savings and Investment Plan sits in the top quartile of all filed plans by assets, $27M for 96 participants (~$278,891/participant), up 7.5% in 2023.

#6,958
in Other Services (7,857 peers)
+7.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ashrae Savings and Investment Plan's outsized position by total assets

Ashrae Savings and Investment Plan vs every filed plan by assets

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

$26,773,500 Top 22% higher than 78% 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

Ashrae Savings and Investment Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ashrae Savings and Investment Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ashrae Savings and Investment Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ashrae Savings and Investment Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Ashrae Savings and Investment Plan reported participants fell from 103 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 135675095 · American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. PY 2023 · Other

Ashrae Savings and Investment Plan · $27M · 96 · 78th

  • NET $27M
  • NET 96
  • NET 78th
  • NET Other
  • NET near Aiche Tax Deferred Savings Plan
  • NET ind #6958

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 Other Services retirement plans → · Plans in Georgia →

Ashrae Savings and Investment Plan in the asset neighbourhood

The Pegasus School DC Retirement PlanThe Pegasus School DC Retire…$27MAshrae Savings and Investment PlanAshrae Savings and Investmen…$27MAiche Tax Deferred Savings PlanAiche Tax Deferred Savings P…$27MRocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity PlanRocky Mountain Elk Foundatio…$27MMuseum Associates D/B/a Los Angeles County Museum of Art 403(b) PlanMuseum Associates D/B/a Los …$27M
End-of-year total assets ($M) among Ashrae Savings and Investment Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$2M
Employer EIN135675095
Plan Effective Date1999-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (American Society of Heating, Refrigerating & Air-Cond Engineers, Inc.)

Sponsor-wide plan assets over time

All American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 25.039112784199386% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.9M $31.1M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 103 $25M
2023 1 96 $27M
2024 1 108 $31M

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

Ashrae Savings and Investment Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Ashrae Savings and Investment Plan, Total assets ($B): 0.0267735 · Participants: 96Ashrae Savings and Investment PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Ashrae Savings and Investment Plan vs. nearby Other plans in Georgia, assets vs. participants
Compare Ashrae Savings and Investment Plan side-by-side with 3 peers →

Ashrae Savings and Investment Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Aiche Tax Deferred Savings Plan in NY ($27M); by covered participants it is National Society Daughters of the American Revolution 403(b) Plan in DC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Ashrae Savings and Investment Plan assets move in 2023? ▼
Ashrae Savings and Investment Plan grew at a solid clip - up 7.5% during 2023, from $25M to $27M. Reported net income was $2M.
How have American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Society of Heating, Refrigerating & Air-Cond Engineers, Inc.'s sponsor-wide assets grew 25.0%, from $25M to $31M.
Where does Ashrae Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Ashrae Savings and Investment Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Ashrae Savings and Investment Plan? ▼
Among Other plans in other states, the closest by assets is Aiche Tax Deferred Savings Plan in NY ($27M, 121 participants).
Which Other plans cover a similar participant headcount to Ashrae Savings and Investment Plan? ▼
Among Other plans in other states, the closest by covered participants is National Society Daughters of the American Revolution 403(b) Plan in DC (96 participants, $14M 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 135675095.

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.