Money Purchase · DOL Form 5500 · 2024

Board of Trustees, Inland Refrigeration and Air Money Purchase Plan

Data updated 2026-08-11

$33M
Total assets
187
Participants
79th
Percentile by assets
$177,858
Avg per participant
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Official DOL plan name: Inland Refrigeration and Air Conditioning Retirement Trust Fund · Sponsored by Board of Trustees, Inland Refrigeration and Air · California · Construction

$33M in assets, 187 participants

Board of Trustees, Inland Refrigeration and Air's Inland Refrigeration and Air Conditioning Retirement Trust Fund reported $33M in total assets and 187 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 123,622 plans)
  • #6,988 in Construction (9,039 peers)

Coverage in California

Inland Refrigeration and Air Conditioning Retirement Trust Fund covers 187 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $33M.

$33M
total plan assets (2024 EOY)
187
covered participants
79th
percentile by assets (of 123,622 plans)
$177,858
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Inland Refrigeration and Air Conditioning Retirement Trust Fund reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Inland Refrigeration and Air Conditioning Retirement Trust Fund end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Inland Refrigeration and Air Conditioning Retirement Trust Fund reported participants rose from 181 in the plan year 2023 filing to 187 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Inland Refrigeration and Air Conditioning Retirement Trust Fund reports 187 participants - about 30% of that state average ($33M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN956377502
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Inland Refrigeration and Air)

$26M$28M$30M$32M$34M 202220232024 $26.7M $33.3M â–˛ +24.6%
Total plan assets by year, all Board of Trustees, Inland Refrigeration and Air plans on file
Year Plans Participants Total Assets
2022 1 168 $27M
2023 1 181 $29M
2024 1 187 $33M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Inland Refrigeration and Air Conditioning Retirement Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants

Inland Refrigeration and Air Conditioning Retirement Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Inland Refrigeration…The Permanente Contr…Kaiser Permanente Su…University of Southe…Carpenters Annuity T…Directors Guild of A…
Inland Refrigeration and Air Conditioning Retirement Trust Fund vs. nearby Money Purchase plans in California, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Inland Refrigeration and Air Conditioning Retirement Trust Fund by total assets, not by location.

Frequently Asked Questions

How did Inland Refrigeration and Air Conditioning Retirement Trust Fund assets move in 2024?
Inland Refrigeration and Air Conditioning Retirement Trust Fund grew at a solid clip - up 14.8% during 2024, from $29M to $33M. Reported net income was $4M.
How have Board of Trustees, Inland Refrigeration and Air plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees, Inland Refrigeration and Air's sponsor-wide assets grew 24.6%, from $27M to $33M.
Where does Inland Refrigeration and Air Conditioning Retirement Trust Fund rank by assets among Form 5500 filers?
Inland Refrigeration and Air Conditioning Retirement Trust Fund ranks in the 79th 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 Money Purchase plans are similar in size to Inland Refrigeration and Air Conditioning Retirement Trust Fund?
Among Money Purchase plans in other states, the closest by assets is The Flying Tiger Line Inc. Variable Annuity Pension Plan for Pilots in TN ($33M, N/A participants).

Next read for Inland Refrigeration and Air Conditionin…

Filing takeaways

Ways to act on Inland Refrigeration and Air Conditioning Retirement Trust Fund's numbers.

  • By total assets, Inland Refrigeration and Air Conditioning Retirement Trust Fund ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
  • Board of Trustees, Inland Refrigeration and Air's sponsor-wide assets have grown 24.6% since 2022 across 3 plan years on file. More Construction plans