Profit Sharing · DOL Form 5500 · 2024

Borad of Trustees, Airconditioning and Refrigeration Profit Sharing Plan

Data updated 2026-07-24

$228M
Total assets: 3,019
Participants: 95th
Percentile by assets: $75,634
Avg per participant

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.

95th percentile by assets (of 116,472 plans)

Coverage in California

Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan covers 3,019 participants in California, 4.7x the typical California plan (state average ~637 per filing). Assets: $228M.

$228M
total plan assets (2024 EOY): 3,019
covered participants: 95th
percentile by assets (of 116,472 plans): $75,634
avg assets per participant

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.

See the national 2023→2024 release diff →

State

California

Industry

Construction

Participants vs California filers

In California, the average filing covers about 637 participants across 14,392 plans. Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan reports 3,019 participants - 4.7x that state average ($228M EOY assets).

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)

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

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.

Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants

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

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

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan by total assets, not by location.

Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan (PR) $228M · 758
NECA-IBEW Memphis Retirement Plan (MI) $230M · 2,755
Iron Workers of Western Pennsylvania Profit Sharing Plan (PA) $226M · 1,850
Analytic Services Inc. Defined Contribution Retirement Plan (VA) $226M · 508

Frequently Asked Questions

How did Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan assets move in 2024? ▼

Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan grew at a solid clip - up 9.5% during 2024, from $209M to $228M. Reported net income was $20M.

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

Across 3 plan years on file (2022-2024), Borad of Trustees, Airconditioning and Refrigeration's sponsor-wide assets grew 24.7%, from $183M to $228M.

Where does Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan ranks in the 95th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which Profit Sharing plans are similar in size to Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan in PR ($228M, 758 participants).

Next read for Airconditioning and Refrigeration Indust…

Filing takeaways

Ways to act on Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan's numbers.

By total assets, Airconditioning and Refrigeration Industry Defined Contribution Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
Borad of Trustees, Airconditioning and Refrigeration's sponsor-wide assets have grown 24.7% 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 581855968.

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.