Other · DOL Form 5500 · 2023

Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund Retirement Plan

Data updated 2026-08-11

$381M
Total assets
2,128
Participants
97th
Percentile by assets
$179,245
Avg per participant
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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.

  • 97th percentile by assets (of 127,072 plans)
  • #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.

$381M
total plan assets (2023 EOY)
2,128
covered participants
97th
percentile by assets (of 127,072 plans)
$179,245
avg assets per participant

Where Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
New Jersey
Industry
Construction

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan reports 2,128 participants - 2.5x that state average ($381M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$332M
Net Assets (End of Year)$381M
Net Income$49M
Employer EIN222585171
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund)

$300M$350M$400M$450M 202220232024 $332M $418M ▲ +25.8%
Total plan assets by year, all Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund plans on file
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.

Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants Scatter plot of 6 data points. 0100002000030000 00.511.522.5 Total assets ($B) Participants Refrigeration, a/C &…, Total assets ($B): 0.381434108 · Participants: 2128Refrigeration, a/C &…Princeton University…, Total assets ($B): 2.131527701 · Participants: 8456Princeton University…Consolidated 403(b) …, Total assets ($B): 1.716797093 · Participants: 17739Consolidated 403(b) …Princeton University…, Total assets ($B): 1.532776551 · Participants: 7955Princeton University…Rwjbarnabas Health 4…, Total assets ($B): 1.327267148 · Participants: 28672Rwjbarnabas Health 4…Atlantic Health Syst…, Total assets ($B): 1.020010574 · Participants: 19936Atlantic Health Syst…
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan vs. nearby Other plans in New Jersey, assets vs. participants
Compare Refrigeration, a/C & Service Div. (Ua-Nj… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan assets move in 2023? ▼
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan grew at a solid clip - up 14.9% during 2023, from $332M to $381M. Reported net income was $49M.
How have Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund's sponsor-wide assets grew 25.8%, from $332M to $418M.
Where does Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan rank by assets among Form 5500 filers? ▼
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Emanate Health Retirement Plan in CA ($382M, 3,353 participants).

Next read for Refrigeration, a/C & Service Div. (Ua-Nj…

Filing takeaways

Ways to act on Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan's numbers.

  • By total assets, Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New Jersey. Compare plans
  • Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund's sponsor-wide assets have grown 25.8% since 2022 across 3 plan years on file. More Construction plans

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 222585171.

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.