Back to filter
Original filing (PDF)20250909173738NAL0020456753001
TRJ REFRIGERATION, INC.
Form 5500-SF
FILING_RECEIVED
TRJ REFRIGERATION, INC. DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRJ REFRIGERATION, INC..
Plan sponsor
Name
TRJ REFRIGERATION, INC.
EIN
77-0288568
Address
1617 PACIFIC AVENUE SUITE 118 · OXNARD, CA · 93033
Phone
(805) 240-3434
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Manufacturing plans
JENSEN HEATING & AIR CONDITIONING, INC.
JENSEN HEATING & AIR CONDITIONING, INC. 401(K) PLAN
$1.7M · 9 participants
RAWAL DEVICES, INC.
RDI DEFINED BENEFIT PENSION PLAN
$1.7M · 7 participants
AIR SOLUTIONS HEATING & COOLIN
AIR SOLUTIONS HEATING & COOLIN 401(K) PROFIT SHARING PLAN & TRUST
$1.7M · 35 participants
I L MECHANICAL, INC.
I L MECHANICAL, INC. PROFIT SHARING PLAN AND TRUST
$1.7M · 12 participants
PLUM ENGINEERING INC
PLUM ENGINEERING INC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 5 participants
TEKO MECHANICAL, INC.
TEKO MECHANICAL, INC. 401(K) PLAN
$1.7M · 32 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B