Other · DOL Form 5500 · 2024
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund Retirement Plan
Data updated 2026-08-25
- $418M
- Total assets Above avg plan size
- 2,304
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $181,302
- 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
$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.
- #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.
- #8,704
- in Construction (9,039 peers)
- +9.5%
- assets growth YoY
- 4.2×
- 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 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
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan's large-plan peer group by participant headcount
Plan-year 2024 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 (2,304 participants).
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.
DOL schedule card
Filing strip 222585171 · Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Fund PY 2024 · Other
Refrigeration, a/C & Service Div. (Ua-Nj) Annuity Plan · $418M · 2,304 · 97th
- PCT $418M
- EIN 2,304
- RANK 97th
- PHOTO Other
- IND near Waicu Retirement Readiness Plan
- EOY ind #8704
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) | $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)
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.
- 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
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 Waicu Retirement Readiness Plan in WI ($418M); by covered participants it is Hofstra University Pension Plan in NY (2,309 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($418M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,304 participants); asset peers above are excluded.
- Hofstra University Pension Plan (NY) 2,309 · 5 off
- Pace University Defined Contribution Retirement Plan (NY) 2,310 · 6 off
- Gonzaga University 403(b) Retirement Plan (WA) 2,294 · 10 off
- Norc, Inc. Retirement Plan (IL) 2,290 · 14 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.