Money Purchase · DOL Form 5500 · 2023

Board of Trustees, Inland Refrigeration and Air Money Purchase Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
181
Participants Below avg headcount
79th
Percentile by assets National rank
$160,029
Avg per participant Above avg balance/head
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Official DOL plan name: Inland Refrigeration and Air Conditioning Retirement Trust Fund · Sponsored by Board of Trustees, Inland Refrigeration and Air · California · Construction

$29M in assets, 181 participants

Board of Trustees, Inland Refrigeration and Air's Inland Refrigeration and Air Conditioning Retirement Trust Fund reported $29M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,959 in Construction (9,030 peers)

Coverage in California

Inland Refrigeration and Air Conditioning Retirement Trust Fund covers 181 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $29M.

#6,959
in Construction (9,030 peers)
+8.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Inland Refrigeration and Air Conditioning Retirement Trust Fund's outsized position by total assets

Inland Refrigeration and Air Conditioning Retirement Trust Fund vs every filed plan by assets

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

$28,965,204 Top 21% higher than 79% 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

Inland Refrigeration and Air Conditioning Retirement Trust Fund 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. Inland Refrigeration and Air Conditioning Retirement Trust Fund sits mid-pack in the medium band (181 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Inland Refrigeration and Air Conditioning Retirement Trust Fund reported net income rose from -$674K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Inland Refrigeration and Air Conditioning Retirement Trust Fund end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Inland Refrigeration and Air Conditioning Retirement Trust Fund reported participants rose from 168 in the plan year 2022 filing to 181 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 956377502 · Board of Trustees, Inland Refrigeration and Air PY 2023 · Money Purchase

Inland Refrigeration and Air Conditioning Retirement Trust Fund · $29M · 181 · 79th

  • VS-ST $29M
  • BOY 181
  • SCH 79th
  • EBSA Money Purchase
  • PART near Pax Machine Works, Inc. Pension Plan & Trust
  • TYPE ind #6959

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 →

Inland Refrigeration and Air Conditioning Retirement Trust Fund in the asset neighbourhood

Museum of Science Retirement PlanMuseum of Science Retirement…$29MPax Machine Works, Inc. Pension Plan & TrustPax Machine Works, Inc. Pens…$29MInland Refrigeration and Air Conditioning Retirement Trust FundInland Refrigeration and Air…$29MAu Medical Associates Employees' Money Purchase Pension PlanAu Medical Associates Employ…$29MInternational Brotherhood of Trade Unions Local 713 Annuity FundInternational Brotherhood of…$29M
End-of-year total assets ($M) among Inland Refrigeration and Air Conditioning Retirement Trust Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN956377502
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Inland Refrigeration and Air)

Sponsor-wide plan assets over time

All Board of Trustees, Inland Refrigeration and Air plans reported in each filing year

Latest sponsor-wide plan assets
$33M 24.550853803840464% vs 2022
2024 filing year
$26M$28M$30M$32M$34M 202220232024 $26.7M $33.3M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 168 $27M
2023 1 181 $29M
2024 1 187 $33M

Nearby Money Purchase Plans in California

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

Inland Refrigeration and Air Conditioning Retirement Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Inland Refrigeration and Air Conditioning Retirement Trust Fund, Total assets ($B): 0.028965204 · Participants: 181Inland Refrigeration and Air Conditioning Retirement Trust FundThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Inland Refrigeration and Air Conditioning Retirement Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants
Compare Inland Refrigeration and Air Conditioning Retirement Trust Fund side-by-side with 3 peers →

Inland Refrigeration and Air Conditioning Retirement Trust Fund's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Pax Machine Works, Inc. Pension Plan & Trust in OH ($29M); by covered participants it is North American Construction LP Davis-Bacon Pension Plan and Trust in TX (180 participants). Same-state nearby plans are listed separately above.

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 Inland Refrigeration and Air Conditioning Retirement Trust Fund assets move in 2023? ▼
Inland Refrigeration and Air Conditioning Retirement Trust Fund grew at a solid clip - up 8.5% during 2023, from $27M to $29M. Reported net income was $2M.
How have Board of Trustees, Inland Refrigeration and Air plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Inland Refrigeration and Air's sponsor-wide assets grew 24.6%, from $27M to $33M.
Where does Inland Refrigeration and Air Conditioning Retirement Trust Fund rank by assets among Form 5500 filers? ▼
Inland Refrigeration and Air Conditioning Retirement Trust Fund ranks in the 79th 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 Money Purchase plans are similar in size to Inland Refrigeration and Air Conditioning Retirement Trust Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Pax Machine Works, Inc. Pension Plan & Trust in OH ($29M, 203 participants).
Which Money Purchase plans cover a similar participant headcount to Inland Refrigeration and Air Conditioning Retirement Trust Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is North American Construction LP Davis-Bacon Pension Plan and Trust in TX (180 participants, $4M 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 956377502.

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.