Defined Benefit (Pension) · DOL Form 5500 · 2024
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund Pension Plan
Data updated 2026-08-25
- $410M
- Total assets Above avg plan size
- 1,818
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $225,471
- 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
$410M in assets, 1,818 participants
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund's Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan reported $410M in total assets and 1,818 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.
- #8,698 in Construction (9,039 peers)
Coverage in New Jersey
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan covers 1,818 participants in New Jersey, 2.2x the typical New Jersey plan (state average ~844 per filing). Assets: $410M.
- #8,698
- in Construction (9,039 peers)
- +10.9%
- assets growth YoY
- 4.1×
- 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 2024 · DOL Form 5500
$409,905,387 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) Pension 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) Pension Plan lands in the large band (1,818 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan reported net income fell from $46M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan end-of-year assets rose from $370M in the plan year 2023 filing to $410M in the plan year 2024 filing.
- Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan reported participants rose from 1,740 in the plan year 2023 filing to 1,818 in the plan year 2024 filing.
DOL schedule card
Filing strip 226109064 · Refrigeration, a/C & Service Div. (Ua-Nj) Pension Fund PY 2024 · Defined Benefit (Pension)
Refrigeration, a/C & Service Div. (Ua-Nj) Pension Plan · $410M · 1,818 · 97th
- PART $410M
- PART 1,818
- PART 97th
- PART Defined Benefit (Pension)
- PART near Tuckpointer Local 52 Pension Plan
- PART ind #8698
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) | $370M |
|---|---|
| Net Assets (End of Year) | $410M |
| Net Income | $40M |
| 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 $21.1B · 37,882
- JPMorgan Chase Retirement Plan $16.1B · 83,812
- Nokia Retirement Income Plan $12.9B · 7,280
- The Prudential Merged Retirement Plan $12.0B · 16,233
- Merck US Pension Plan $10.1B · 26,843
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 Tuckpointer Local 52 Pension Plan in IL ($410M); by covered participants it is Ufcw Local 1776 & Participating Employers Pension Fund in PA (1,818 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($410M here).
- Tuckpointer Local 52 Pension Plan (IL) $410M · 1,062
- Sturdy Memorial Hospital Inc Retirement Plan (MA) $410M · 1,406
- International Motors, LLC Salaried Employees Pension Plan (IL) $410M · 395
- Mack UAW Pension Plan (NC) $409M · 1,073
Similar participant headcount
Nearest other-state filings by covered participants (1,818 participants); asset peers above are excluded.
- Ufcw Local 1776 & Participating Employers Pension Fund (PA) 1,818 · 0 off
- Florida Carpenters Pension Plan (TN) 1,821 · 3 off
- Nbt Bancorp Inc. Defined Benefit Pension Plan (NY) 1,814 · 4 off
- Pension Plan for Plant Employees of Green Bay Pack (WI) 1,814 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.