Defined Benefit (Pension) · DOL Form 5500 · 2024
Board of Trustees, Airconditioning and Refrigeration Pension Plan
Data updated 2026-08-25
- $341M
- Total assets Above avg plan size
- 1,774
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $191,988
- Avg per participant Above avg balance/head
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.
- #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.
- #8,645
- in Construction (9,039 peers)
- +1.0%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Airconditioning and Refrigeration Industry Retirement Trust Fund's outsized position by total assets
Airconditioning and Refrigeration Industry Retirement Trust Fund vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$340,586,149 Top 4% higher than 96% 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
Airconditioning and Refrigeration Industry Retirement Trust Fund'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. Airconditioning and Refrigeration Industry Retirement Trust Fund lands in the large band (1,774 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 956035386 · Board of Trustees, Airconditioning and Refrigeration PY 2024 · Defined Benefit (Pension)
Airconditioning and Refrigeration Industry Retirement Trust Fund · $341M · 1,774 · 96th
- NET $341M
- BOOK 1,774
- VS-ST 96th
- BOY Defined Benefit (Pension)
- SCH near The Hanover Insurance Group Cash Balance Pension Plan
- EBSA ind #8645
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 Construction retirement plans → · Plans in California →
Airconditioning and Refrigeration Industry Retirement Trust Fund in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Board of Trustees, Airconditioning and Refrigeration plans reported in each filing year
- Latest sponsor-wide plan assets
- $341M 10.89738964865373% vs 2022
- 2024 filing year
| 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.
- 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
Airconditioning and Refrigeration Industry Retirement Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is The Hanover Insurance Group Cash Balance Pension Plan in MA ($340M); by covered participants it is Riverside Health System Retirement Income Plan in VA (1,780 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($341M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,774 participants); asset peers above are excluded.
- Riverside Health System Retirement Income Plan (VA) 1,780 · 6 off
- Local 338 Retirement Fund (NY) 1,782 · 8 off
- Long Island Electric Utility Servco LLC Retirement Income Plan (NY) 1,784 · 10 off
- Maryland Electrical Industry Pension Plan (WV) 1,784 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.