Profit Sharing · DOL Form 5500 · 2024
Borad of Trustees, Airconditioning and Refrigeration Profit Sharing Plan
Data updated 2026-08-25
- $228M
- Total assets Near avg plan size
- 3,019
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $75,634
- Avg per participant Below avg balance/head
Official DOL plan name: Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan · Sponsored by Borad of Trustees, Airconditioning and Refrigeration · California · Construction
$228M in assets, 3,019 participants
Borad of Trustees, Airconditioning and Refrigeration's Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan reported $228M in total assets and 3,019 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #8,496 in Construction (9,039 peers)
Coverage in California
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan covers 3,019 participants in California, 4.8x the typical California plan (state average ~630 per filing). Assets: $228M.
- #8,496
- in Construction (9,039 peers)
- +9.5%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan's outsized position by total assets
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$228,339,621 Top 5% higher than 95% 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 Defined Contribution Retirement 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. Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan lands in the large band (3,019 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan reported net income fell from $26M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan end-of-year assets rose from $209M in the plan year 2023 filing to $228M in the plan year 2024 filing.
- Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan reported participants rose from 2,912 in the plan year 2023 filing to 3,019 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 581855968 · Borad of Trustees, Airconditioning and Refrigeration PY 2024 · Profit Sharing
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan · $228M · 3,019 · 95th
- EIN $228M
- RANK 3,019
- PHOTO 95th
- IND Profit Sharing
- EOY near Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
- 5500 ind #8496
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 Defined Contribution Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $209M |
|---|---|
| Net Assets (End of Year) | $228M |
| Net Income | $20M |
| Employer EIN | 581855968 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Borad of Trustees, Airconditioning and Refrigeration)
Sponsor-wide plan assets over time
All Borad of Trustees, Airconditioning and Refrigeration plans reported in each filing year
- Latest sponsor-wide plan assets
- $228M 24.7458619804772% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,834 | $183M |
| 2023 | 1 | 2,912 | $209M |
| 2024 | 1 | 3,019 | $228M |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Scpmg Keogh Plan $7.9B · 10,749
- Intel Retirement Contribution Plan $7.3B · 19,044
- Motion Picture Industry Individual Account Plan $6.2B · 67,842
- Memorialcare Retirement Plan $1.4B · 4,491
- Disney Retirement Savings Plan $1.4B · 36,338
Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan in PR ($228M); by covered participants it is Painters and Allied Trades Dc82 Defined Contribution Pension Plan in MN (3,008 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($228M here).
Similar participant headcount
Nearest other-state filings by covered participants (3,019 participants); asset peers above are excluded.
- Painters and Allied Trades Dc82 Defined Contribution Pension Plan (MN) 3,008 · 11 off
- IBEW Local 1249 Annuity Fund (NY) 3,040 · 21 off
- Connecticut Laborers' Annuity Plan (CT) 3,043 · 24 off
- Construction Industry and Laborers Defined Contribution Pension Plan (NV) 3,054 · 35 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.