Money Purchase
2023 plan-year Money Purchase DOL Form 5500

Inland Refrigeration and Air Conditioning Retirement Trust Fund

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, Inland Refrigeration and Air · California · Construction

What the 2023 filing shows

Inland Refrigeration and Air Conditioning Retirement Trust Fund holds $29M for 181 participants — about $160,029 per participant, up 8.5% over the 2023 plan year.

$29M
total plan assets (2023 EOY)
181
covered participants
$160,029
avg assets per participant
+8.5%
assets growth YoY
Total Assets (2023)
$29M
Participants
181
State
Industry
Construction

What the Filing Says About Inland Refrigeration and Air Conditioning Retirement Trust Fund

Inland Refrigeration and Air Conditioning Retirement Trust Fund is a Money Purchase retirement plan sponsored by Board of Trustees, Inland Refrigeration and Air, headquartered in California. As of the 2023 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 181 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 956377502, and the plan has been effective since 1965-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27M at the beginning of 2023 to $29M at year-end — a gain of 8.5%. Net assets (after liabilities) closed the year at $29M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

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

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

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.

Frequently Asked Questions

How much money is in the Inland Refrigeration and Air Conditioning Retirement Trust Fund?
As of the 2023 Form 5500 filing, Inland Refrigeration and Air Conditioning Retirement Trust Fund holds $29M in total assets with 181 participants. It is sponsored by Board of Trustees, Inland Refrigeration and Air.
What type of plan is Inland Refrigeration and Air Conditioning Retirement Trust Fund?
Inland Refrigeration and Air Conditioning Retirement Trust Fund is a Money Purchase plan. It has been effective since 1965-01-01. The plan is filed with the U.S. Department of Labor under EIN 956377502.
Who sponsors the Inland Refrigeration and Air Conditioning Retirement Trust Fund?
Inland Refrigeration and Air Conditioning Retirement Trust Fund is sponsored by Board of Trustees, Inland Refrigeration and Air, located in California. The sponsor's EIN is 956377502 and the plan operates in the Construction industry.
How did Inland Refrigeration and Air Conditioning Retirement Trust Fund perform in 2023?
Inland Refrigeration and Air Conditioning Retirement Trust Fund grew by 8.5% during 2023, moving from $27M to $29M in total assets. Net income was $2M.
Where can I find official filings for Inland Refrigeration and Air Conditioning Retirement Trust Fund?
Official Form 5500 filings for Inland Refrigeration and Air Conditioning Retirement Trust Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956377502 or plan name at efast.dol.gov.
How does Inland Refrigeration and Air Conditioning Retirement Trust Fund compare to other plans?
You can compare Inland Refrigeration and Air Conditioning Retirement Trust Fund against other Money Purchase plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.