401(k) · DOL Form 5500 · 2024

Air-Conditioning, Heating and Refrigeration Institute 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
99
Participants Small participant base
75th
Percentile by assets National rank
$268,570
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan · Sponsored by Air-Conditioning, Heating and Refrigeration Institute · Virginia · Other Services

$27M in assets, 99 participants

Air-Conditioning, Heating and Refrigeration Institute's Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan reported $27M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,729 in Other Services (7,719 peers)

Where Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan sits by assets

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 99 participants (~$268,570/participant), up 20.4% in 2024.

#6,729
in Other Services (7,719 peers)
+20.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan's outsized position by total assets

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$26,588,420 Top 25% higher than 75% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 261558777 · Air-Conditioning, Heating and Refrigeration Institute PY 2024 · 401(k)

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan · $27M · 99 · 75th

  • 5500 $27M
  • ASSETS 99
  • PCT 75th
  • EIN 401(k)
  • RANK near American First Credit Union 401(k) Plan
  • PHOTO ind #6729

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 Other Services retirement plans → · Plans in Virginia →

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan in the asset neighbourhood

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement PlanAir-Conditioning, Heating an…$27MAmerican First Credit Union 401(k) PlanAmerican First Credit Union …$27MBranch Metrics Retirement TrustBranch Metrics Retirement Tr…$27MCalifornia Giant, Inc. 401(k) Profit Sharing Plan & TrustCalifornia Giant, Inc. 401(k…$27MBober, Markey, Fedorovich & Company Thrift/Incentive PlanBober, Markey, Fedorovich & …$27M
End-of-year total assets ($M) among Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN261558777
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Air-Conditioning, Heating and Refrigeration Institute)

Sponsor-wide plan assets over time

All Air-Conditioning, Heating and Refrigeration Institute plans reported in each filing year

Latest sponsor-wide plan assets
$27M 37.467111792220095% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.3M $26.6M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 102 $19M
2023 1 99 $22M
2024 1 99 $27M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan, Total assets ($B): 0.02658842 · Participants: 99Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan side-by-side with 3 peers →

Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is American First Credit Union 401(k) Plan in CA ($27M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan assets move in 2024? ▼
Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan grew sharply - up 20.4% during 2024, from $22M to $27M. Reported net income was $5M.
How have Air-Conditioning, Heating and Refrigeration Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Air-Conditioning, Heating and Refrigeration Institute's sponsor-wide assets grew 37.5%, from $19M to $27M.
Where does Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is American First Credit Union 401(k) Plan in CA ($27M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261558777.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.