401(k) · DOL Form 5500 · 2024

American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
108
Participants Small participant base
78th
Percentile by assets National rank
$288,319
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ashrae Savings and Investment Plan · Sponsored by American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. · Georgia · Other Services

$31M in assets, 108 participants

American Society of Heating, Refrigerating & Air-Cond Engineers, Inc.'s Ashrae Savings and Investment Plan reported $31M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,869 in Other Services (7,719 peers)

Coverage in Georgia

Ashrae Savings and Investment Plan covers 108 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $31M.

#6,869
in Other Services (7,719 peers)
+16.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ashrae Savings and Investment Plan's outsized position by total assets

Ashrae Savings and Investment Plan vs every filed plan by assets

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

$31,138,469 Top 22% higher than 78% 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

Ashrae Savings and Investment Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ashrae Savings and Investment Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ashrae Savings and Investment Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Ashrae Savings and Investment Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Ashrae Savings and Investment Plan reported participants rose from 96 in the plan year 2023 filing to 108 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 135675095 · American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. PY 2024 · 401(k)

Ashrae Savings and Investment Plan · $31M · 108 · 78th

  • NET $31M
  • BOOK 108
  • VS-ST 78th
  • BOY 401(k)
  • SCH near Acelero, Inc. 401(k) Plan
  • EBSA ind #6869

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 Georgia →

Ashrae Savings and Investment Plan in the asset neighbourhood

Ashrae Savings and Investment PlanAshrae Savings and Investmen…$31MAcelero, Inc. 401(k) Plan$31MMoor + South Employees' 401(k) Savings PlanMoor + South Employees' 401(…$31MAffinitiv 401(k) Plan$31MRancho Health Mso, Inc. 401(k) PlanRancho Health Mso, Inc. 401(…$31M
End-of-year total assets ($M) among Ashrae Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN135675095
Plan Effective Date1999-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (American Society of Heating, Refrigerating & Air-Cond Engineers, Inc.)

Sponsor-wide plan assets over time

All American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 25.039112784199386% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $24.9M $31.1M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 103 $25M
2023 1 96 $27M
2024 1 108 $31M

Nearby 401(k) Plans in Georgia

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

Ashrae Savings and Investment Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Ashrae Savings and Investment Plan, Total assets ($B): 0.031138469 · Participants: 108Ashrae Savings and Investment PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Ashrae Savings and Investment Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Ashrae Savings and Investment Plan side-by-side with 3 peers →

Ashrae Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Acelero, Inc. 401(k) Plan in NY ($31M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Ashrae Savings and Investment Plan assets move in 2024? ▼
Ashrae Savings and Investment Plan grew sharply - up 16.3% during 2024, from $27M to $31M. Reported net income was $4M.
How have American Society of Heating, Refrigerating & Air-Cond Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Society of Heating, Refrigerating & Air-Cond Engineers, Inc.'s sponsor-wide assets grew 25.0%, from $25M to $31M.
Where does Ashrae Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Ashrae Savings and Investment Plan ranks in the 78th 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 Ashrae Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acelero, Inc. 401(k) Plan in NY ($31M, 1,353 participants).
Which 401(k) plans cover a similar participant headcount to Ashrae Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants, $4M 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 135675095.

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.