Defined Benefit (Pension) · DOL Form 5500 · 2024

Board of Trustees, Airconditioning and Refrigeration Pension Plan

Data updated 2026-08-11

$341M
Total assets: 1,774
Participants: 96th
Percentile by assets: $191,988
Avg per participant

Official DOL plan name: Airconditioning and Refrigeration Industry Retirement Trust Fund · Sponsored by Board of Trustees, Airconditioning and Refrigeration · California · Construction

$341M in assets, 1,774 participants

Board of Trustees, Airconditioning and Refrigeration's Airconditioning and Refrigeration Industry Retirement Trust Fund reported $341M in total assets and 1,774 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 123,622 plans)
#8,645 in Construction (9,039 peers)

Coverage in California

Airconditioning and Refrigeration Industry Retirement Trust Fund covers 1,774 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $341M.

$341M
total plan assets (2024 EOY): 1,774
covered participants: 96th
percentile by assets (of 123,622 plans): $191,988
avg assets per participant

Airconditioning and Refrigeration Industry Retirement Trust Fund reported net income fell from $29M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Airconditioning and Refrigeration Industry Retirement Trust Fund reported participants rose from 1,653 in the plan year 2023 filing to 1,774 in the plan year 2024 filing.
Airconditioning and Refrigeration Industry Retirement Trust Fund end-of-year assets rose from $337M in the plan year 2023 filing to $341M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

California

Industry

Construction

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Airconditioning and Refrigeration Industry Retirement Trust Fund reports 1,774 participants - 2.8x that state average ($341M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$337M
Net Assets (End of Year)	$338M
Net Income	$3M
Employer EIN	956035386
Plan Effective Date	1959-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Board of Trustees, Airconditioning and Refrigeration)

Total plan assets by year, all Board of Trustees, Airconditioning and Refrigeration plans on file

Year	Plans	Participants	Total Assets
2022	1	1,591	$307M
2023	1	1,653	$337M
2024	1	1,774	$341M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Airconditioning and Refrigeration Industry Retirement Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $34.5B · 135,057
Pacific Gas and Electric Company Retirement Plan $17.6B · 27,500
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $11.4B · 18,983
Western States Carpenters Pension Plan $11.3B · 48,582
Ilwu-Pma Pension Plan $10.8B · 15,833

Compare Airconditioning and Refrigeration Indust… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Airconditioning and Refrigeration Industry Retirement Trust Fund by total assets, not by location.

The Hanover Insurance Group Cash Balance Pension Plan (MA) $340M · 624
Retirement Income Plan for the Employees of National Railroad Passenger Corporation (DC) $341M · 1,043
A&e Television Networks, LLC. Retirement Plan (NY) $341M · 473
Cadence Retirement Plan and Trust Agreement (MS) $341M · 5,242

Frequently Asked Questions

How did Airconditioning and Refrigeration Industry Retirement Trust Fund assets move in 2024? ▼

Airconditioning and Refrigeration Industry Retirement Trust Fund held essentially flat - up 1.0% during 2024, from $337M to $341M. Reported net income was $3M.

How have Board of Trustees, Airconditioning and Refrigeration plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Board of Trustees, Airconditioning and Refrigeration's sponsor-wide assets grew 10.9%, from $307M to $341M.

Where does Airconditioning and Refrigeration Industry Retirement Trust Fund rank by assets among Form 5500 filers? ▼

Airconditioning and Refrigeration Industry Retirement Trust Fund ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Airconditioning and Refrigeration Industry Retirement Trust Fund? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is The Hanover Insurance Group Cash Balance Pension Plan in MA ($340M, 624 participants).

Next read for Airconditioning and Refrigeration Indust…

Filing takeaways

Ways to act on Airconditioning and Refrigeration Industry Retirement Trust Fund's numbers.

By total assets, Airconditioning and Refrigeration Industry Retirement Trust Fund ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
Board of Trustees, Airconditioning and Refrigeration's sponsor-wide assets have grown 10.9% since 2022 across 3 plan years on file. More Construction plans

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 956035386.