Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$370M
Total assets: 1,740
Participants: 97th
Percentile by assets: $212,436
Avg per participant

Official DOL plan name: Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan · Sponsored by Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund · New Jersey · Construction

$370M in assets, 1,740 participants

Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund's Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan reported $370M in total assets and 1,740 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)
#8,683 in Construction (9,030 peers)

Coverage in New Jersey

Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan covers 1,740 participants in New Jersey, 2.1x the typical New Jersey plan (state average ~844 per filing). Assets: $370M.

$370M
total plan assets (2023 EOY): 1,740
covered participants: 97th
percentile by assets (of 127,072 plans): $212,436
avg assets per participant

Where Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan sits by total assets

Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan vs every filed plan by assets

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

$369,638,693 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) Pension Plan reported net income rose from -$22M in the plan year 2022 filing to $46M in the plan year 2023 filing.
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan end-of-year assets rose from $324M in the plan year 2022 filing to $370M in the plan year 2023 filing.
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan reported participants rose from 1,677 in the plan year 2022 filing to 1,740 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) Pension Plan reports 1,740 participants - 2.1x that state average ($370M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)	$324M
Net Assets (End of Year)	$370M
Net Income	$46M
Employer EIN	226109064
Plan Effective Date	1968-09-06
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund plans on file

Year	Plans	Participants	Total Assets
2022	1	1,677	$324M
2023	1	1,740	$370M
2024	1	1,818	$410M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants

Retirement Plan of Johnson and Johnson $21.2B · 37,749
JPMorgan Chase Retirement Plan $16.3B · 90,644
Nokia Retirement Income Plan $13.9B · 7,492
The Prudential Merged Retirement Plan $12.2B · 16,230
Verizon Pension Plan for Associates $10.9B · 23,778

Compare Refrigeration, a/C & Service Div. (Ua-Nj… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

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

Golub Corporation Employees Retirement Plan (NY) $370M · 7,981
Retirement Plan of Murphy Oil Corporation (TX) $370M · 571
Pointers, Cleaners, & Caulkers Pension Fund (NY) $370M · 1,515
Sheet Metal Workers' Local 100 Washington, D.C. Area Pension Fund (OR) $370M · 1,460

Frequently Asked Questions

How did Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan assets move in 2023? ▼

Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan grew at a solid clip - up 14.0% during 2023, from $324M to $370M. Reported net income was $46M.

How have Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund's sponsor-wide assets grew 26.5%, from $324M to $410M.

Where does Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan rank by assets among Form 5500 filers? ▼

Refrigeration, a/C & Service Div. (Ua-Nj) Pension 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 Defined Benefit (Pension) plans are similar in size to Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Golub Corporation Employees Retirement Plan in NY ($370M, 7,981 participants).

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

Filing takeaways

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

By total assets, Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New Jersey. Compare plans
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund's sponsor-wide assets have grown 26.5% 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 226109064.