401(k) · DOL Form 5500 · 2024

United Refrigeration Inc. 401(k) Plan

Data updated 2026-08-25

$210M
Total assets Near avg plan size
1,608
Participants Near avg headcount
94th
Percentile by assets National rank
$130,704
Avg per participant Near avg balance/head
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Official DOL plan name: United Refrigeration and Affiliates Retirement and 401(k) Plan · Sponsored by United Refrigeration Inc. · Pennsylvania · Wholesale Trade

$210M in assets, 1,608 participants

United Refrigeration Inc.'s United Refrigeration and Affiliates Retirement and 401(k) Plan reported $210M in total assets and 1,608 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #5,824 in Wholesale Trade (6,080 peers)

Where United Refrigeration and Affiliates Retirement and 401(k) Plan sits by assets

United Refrigeration and Affiliates Retirement and 401(k) Plan sits in the top 10% of all filed plans by assets, $210M for 1,608 participants (~$130,704/participant), up 8.7% in 2024.

#5,824
in Wholesale Trade (6,080 peers)
+8.7%
assets growth YoY
2.1×
vs typical plan assets (national mean)

United Refrigeration and Affiliates Retirement and 401(k) Plan's outsized position by total assets

United Refrigeration and Affiliates Retirement and 401(k) Plan vs every filed plan by assets

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

$210,172,488 Top 6% higher than 94% 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

United Refrigeration and Affiliates Retirement and 401(k) 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. United Refrigeration and Affiliates Retirement and 401(k) Plan lands in the large band (1,608 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • United Refrigeration and Affiliates Retirement and 401(k) Plan reported net income rose from -$30M in the plan year 2022 filing to $17M in the plan year 2024 filing.
  • United Refrigeration and Affiliates Retirement and 401(k) Plan end-of-year assets rose from $167M in the plan year 2022 filing to $210M in the plan year 2024 filing.

See the national 2022→2024 release diff →

Plan-year Form 5500 strip

Filing strip 231307731 · United Refrigeration Inc. PY 2024 · 401(k)

United Refrigeration and Affiliates Retirement and 401(k) Plan · $210M · 1,608 · 94th

  • BOOK $210M
  • VS-ST 1,608
  • BOY 94th
  • SCH 401(k)
  • EBSA near Doctors Hospital at Renaissance 401(k) Plan
  • PART ind #5824

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

United Refrigeration and Affiliates Retirement and 401(k) Plan in the asset neighbourhood

Daugherty Systems, Inc. 401(k) PlanDaugherty Systems, Inc. 401(…$210MDoctors Hospital at Renaissance 401(k) PlanDoctors Hospital at Renaissa…$210MUnited Refrigeration and Affiliates Retirement and 401(k) PlanUnited Refrigeration and Aff…$210MHolland America Line N.V. 401(k) Profit Sharing PlanHolland America Line N.V. 40…$210MP.C. Richard & Son 401(k) Savings PlanP.C. Richard & Son 401(k) Sa…$210M
End-of-year total assets ($M) among United Refrigeration and Affiliates Retirement and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$210M
Net Income$17M
Employer EIN231307731
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Refrigeration Inc.)

Sponsor-wide plan assets over time

All United Refrigeration Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$210M 26.030174745841606% vs 2022
2024 filing year
$160M$180M$200M$220M 20222024 $167M $210M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 1,607 $167M
2024 1 1,608 $210M

Nearby 401(k) Plans in Pennsylvania

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

United Refrigeration and Affiliates Retirement and 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants United Refrigeration and Affiliates Retirement and 401(k) Plan, Total assets ($B): 0.210172488 · Participants: 1608United Refrigeration and Affiliates Retirement and 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
United Refrigeration and Affiliates Retirement and 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

United Refrigeration and Affiliates Retirement and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Doctors Hospital at Renaissance 401(k) Plan in TX ($210M); by covered participants it is Abbott Laboratories Stock Retirement Plan (Puerto Rico) in IL (1,608 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($210M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,608 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 United Refrigeration and Affiliates Retirement and 401(k) Plan assets move in 2024?
United Refrigeration and Affiliates Retirement and 401(k) Plan grew at a solid clip - up 8.7% during 2024, from $193M to $210M. Reported net income was $17M.
How have United Refrigeration Inc. plan assets changed over time?
Across 2 plan years on file (2022-2024), United Refrigeration Inc.'s sponsor-wide assets grew 26.0%, from $167M to $210M.
Where does United Refrigeration and Affiliates Retirement and 401(k) Plan rank by assets among Form 5500 filers?
United Refrigeration and Affiliates Retirement and 401(k) Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to United Refrigeration and Affiliates Retirement and 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Doctors Hospital at Renaissance 401(k) Plan in TX ($210M, 5,429 participants).
Which 401(k) plans cover a similar participant headcount to United Refrigeration and Affiliates Retirement and 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Abbott Laboratories Stock Retirement Plan (Puerto Rico) in IL (1,608 participants, $243M in assets).