Defined Benefit (Pension) · DOL Form 5500 · 2024
Trane U.S. Inc. Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 1,171
- Participants Near avg headcount
- 64th
- Percentile by assets National rank
- $12,333
- Avg per participant Low balance/head
Official DOL plan name: Trane Pension Plan · Sponsored by Trane U.S. Inc. · North Carolina · Manufacturing
$14M in assets, 1,171 participants
Trane U.S. Inc.'s Trane Pension Plan reported $14M in total assets and 1,171 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #9,137 in Manufacturing (17,777 peers)
2024 asset change
Trane Pension Plan pulled back noticeably 12.0% in 2024 ($16M → $14M) for 1,171 participants.
- #9,137
- in Manufacturing (17,777 peers)
- -12.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Trane Pension Plan's mid-pack asset rank among Manufacturing and all filers
Trane Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,442,222 Top 36% higher than 64% 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
Trane 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. Trane Pension Plan lands in the large band (1,171 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Trane Pension Plan reported net income fell from -$722K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Trane Pension Plan end-of-year assets fell from $16M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Trane Pension Plan reported participants fell from 1,265 in the plan year 2023 filing to 1,171 in the plan year 2024 filing.
DOL schedule card
Filing strip 250900465 · Trane U.S. Inc. PY 2024 · Defined Benefit (Pension)
Trane Pension Plan · $14M · 1,171 · 64th
- EIN $14M
- RANK 1,171
- PHOTO 64th
- IND Defined Benefit (Pension)
- EOY near Pension Plan for All Eligible Employees of Elliott Company
- 5500 ind #9137
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 Manufacturing retirement plans → · Plans in North Carolina →
Trane Pension Plan in the asset neighbourhood
Trane U.S. Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Trane U.S. Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $989M 4.1050147401444805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 8,212 | $950M |
| 2023 | 4 | 7,821 | $1.0B |
| 2024 | 4 | 7,468 | $989M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 250900465 |
| Plan Effective Date | 2003-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 9,923
- Truist Financial Corporation Pension Plan $14.7B · 38,548
- Duke Energy Retirement Cash Balance Plan $4.7B · 13,576
- Employees' Retirement Plan of Duke University $2.8B · 22,655
- The Hearst Corporation Retirement Plan $2.4B · 1,745
Trane Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Pension Plan for All Eligible Employees of Elliott Company in PA ($14M); by covered participants it is Pipe Fitters Local No 533 Pension Plan in MO (1,171 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,171 participants); asset peers above are excluded.
- Pipe Fitters Local No 533 Pension Plan (MO) 1,171 · 0 off
- Retirement Plan for Employees of the Avista Corporation (WA) 1,170 · 1 off
- The Retirement Plan for Lilly Affiliate Employees in Puerto Rico (PR) 1,175 · 4 off
- I.B.E.W. Local 769 Management Pension Plan a (MI) 1,175 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.