Other · DOL Form 5500 · 2024
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund Retirement Plan
Data updated 2026-08-11
- $418M
- Total assets
- 2,304
- Participants
- 97th
- Percentile by assets
- $181,302
- Avg per participant
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
$418M in assets, 2,304 participants
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund's Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan reported $418M in total assets and 2,304 participants in its 2024 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 123,622 plans)
- #8,704 in Construction (9,039 peers)
Coverage in New Jersey
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan covers 2,304 participants in New Jersey, 2.7x the typical New Jersey plan (state average ~844 per filing). Assets: $418M.
- $418M
- total plan assets (2024 EOY)
- 2,304
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $181,302
- 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 2024 · DOL Form 5500
$417,720,825 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan reported net income fell from $49M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan end-of-year assets rose from $381M in the plan year 2023 filing to $418M in the plan year 2024 filing.
- Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan reported participants rose from 2,128 in the plan year 2023 filing to 2,304 in the plan year 2024 filing.
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 2,304 participants - 2.7x that state average ($418M EOY assets).
New Jersey filing particulars
| Total Assets (Beginning of Year) | $381M |
|---|---|
| Net Assets (End of Year) | $418M |
| Net Income | $36M |
| 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)
| 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
- Consolidated 403(b) Plan of Hackensack Meridian Health $1.8B · 16,823
- Princeton University Retirement Savings Plan $1.7B · 8,763
- Rwjbarnabas Health 403(b) Savings Plan $1.5B · 28,403
- Atlantic Health System 403(b) Retirement Savings Plan $1.3B · 21,490
- Educational Testing Service 403(b) Retirement Savings Plan $982M · 3,501
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.
- Waicu Retirement Readiness Plan (WI) $418M · 2,100
- Emanate Health Retirement Plan (CA) $418M · 3,772
- Mainegeneral Health 403(b) Retirement Plan (ME) $414M · 4,718
- Mount Holyoke College Defined Contribution Retirement Plan (MA) $423M · 1,267
Frequently Asked Questions
How did Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan assets move in 2024? ▼
How have Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund plan assets changed over time? ▼
Where does Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan? ▼
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