Other · DOL Form 5500 · 2023
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund Retirement Plan
Data updated 2026-08-25
- $381M
- Total assets Above avg plan size
- 2,128
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $179,245
- Avg per participant Above avg balance/head
Official DOL plan name: Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan · Sponsored by Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund · New Jersey · Construction
$381M in assets, 2,128 participants
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund's Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan reported $381M in total assets and 2,128 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #8,696 in Construction (9,030 peers)
Coverage in New Jersey
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan covers 2,128 participants in New Jersey, 2.5x the typical New Jersey plan (state average ~844 per filing). Assets: $381M.
- #8,696
- in Construction (9,030 peers)
- +14.9%
- assets growth YoY
- 3.8×
- vs typical plan assets (national mean)
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan's outsized position by total assets
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$381,434,108 Top 3% higher than 97% 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
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan'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. Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan lands in the large band (2,128 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan reported net income rose from -$10M in the plan year 2022 filing to $49M in the plan year 2023 filing.
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan end-of-year assets rose from $332M in the plan year 2022 filing to $381M in the plan year 2023 filing.
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan reported participants rose from 2,034 in the plan year 2022 filing to 2,128 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 222585171 · Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund PY 2023 · Other
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan · $381M · 2,128 · 97th
- TYPE $381M
- TYPE 2,128
- TYPE 97th
- TYPE Other
- TYPE near Emanate Health Retirement Plan
- TYPE ind #8696
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 New Jersey →
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $332M |
|---|---|
| Net Assets (End of Year) | $381M |
| Net Income | $49M |
| Employer EIN | 222585171 |
| Plan Effective Date | 1985-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund)
Sponsor-wide plan assets over time
All Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $418M 25.823984774111004% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,034 | $332M |
| 2023 | 1 | 2,128 | $381M |
| 2024 | 1 | 2,304 | $418M |
Nearby Other Plans in New Jersey
Peer Other plans, same state, same plan type, ranked by total assets.
- Princeton University Retirement Plan $2.1B · 8,456
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.7B · 17,739
- Princeton University Retirement Savings Plan $1.5B · 7,955
- Rwjbarnabas Health 403(b) Savings Plan $1.3B · 28,672
- Atlantic Health System 403(b) Retirement Savings Plan $1.0B · 19,936
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan's out-of-state Other peers by assets and headcount
Outside New Jersey, the nearest Other by assets is Emanate Health Retirement Plan in CA ($382M); by covered participants it is 403(b) Thrift Plan for Cw Group, Inc. in CT (2,126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($381M here).
- Emanate Health Retirement Plan (CA) $382M · 3,353
- National Public Radio, Inc. Retirement Plan (DC) $384M · 1,254
- American Cancer Society 403(b) Plan (GA) $379M · 2,551
- Eisenhower Medical Center 403(b) Retirement Plan (CA) $384M · 4,177
Similar participant headcount
Nearest other-state filings by covered participants (2,128 participants); asset peers above are excluded.
- 403(b) Thrift Plan for Cw Group, Inc. (CT) 2,126 · 2 off
- Citizens Memorial Health Care System Matched Savings Plan (MO) 2,136 · 8 off
- Masonic Villages of the Grand Lodge of Pennsylvania 403(b) Plan (PA) 2,136 · 8 off
- Melrosewakefield Healthcare 403(b) Plan (MA) 2,140 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.