Defined Benefit (Pension) · DOL Form 5500 · 2023
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund Pension Plan
Data updated 2026-08-25
- $370M
- Total assets Above avg plan size
- 1,740
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $212,436
- Avg per participant Above avg balance/head
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.
- #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.
- #8,683
- in Construction (9,030 peers)
- +14.0%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan's outsized position 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'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) Pension Plan lands in the large band (1,740 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Form 5500 schedule snapshot
Filing strip 226109064 · Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund PY 2023 · Defined Benefit (Pension)
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan · $370M · 1,740 · 97th
- 5500 $370M
- ASSETS 1,740
- PCT 97th
- EIN Defined Benefit (Pension)
- RANK near Golub Corporation Employees Retirement Plan
- PHOTO ind #8683
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) Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $410M 26.463138535857283% vs 2022
- 2024 filing year
| 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.
- 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
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Golub Corporation Employees Retirement Plan in NY ($370M); by covered participants it is Deaconess Health System, Inc. Retirement Plan in IN (1,736 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($370M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,740 participants); asset peers above are excluded.
- Deaconess Health System, Inc. Retirement Plan (IN) 1,736 · 4 off
- Ufcw Local 1776 & Participating Employers Pension Fund (PA) 1,735 · 5 off
- Northrop Grumman Retirement Plan B (VA) 1,733 · 7 off
- Harris Teeter Supermarkets, Inc. Employees' Pension Plan (NC) 1,748 · 8 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.