ESOP · DOL Form 5500 · 2022

Climate Design Air Conditioning, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
36
Participants Small participant base
62nd
Percentile by assets National rank
$237,501
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan · Sponsored by Climate Design Air Conditioning, Inc. · Florida · Construction

$9M in assets, 36 participants

Climate Design Air Conditioning, Inc.'s Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan reported $9M in total assets and 36 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,095 in Construction (9,927 peers)

2022 asset change

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan grew at a solid clip 10.1% in 2022 ($8M → $9M) for 36 participants.

#6,095
in Construction (9,927 peers)
+10.1%
assets growth YoY

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,550,044 Top 38% higher than 62% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan is a small filing (36 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 591453509 · Climate Design Air Conditioning, Inc. PY 2022 · ESOP

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan · $9M · 36 · 62nd

  • BOOK $9M
  • BOOK 36
  • BOOK 62nd
  • BOOK ESOP
  • BOOK near Higman Equipment Company, Inc. Employee Stock Ownership Plan and Trust Agreement
  • BOOK ind #6095

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 What is an ESOP? → · Plans in Florida →

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Shepard Exposition Services, Inc. Employee Stock Ownership PlanShepard Exposition Services,…$9MClimate Design Air Conditioning, Inc. Employee Stock Ownership PlanClimate Design Air Condition…$9MHigman Equipment Company, Inc. Employee Stock Ownership Plan and Trust AgreementHigman Equipment Company, In…$9MPhipps, Inc. Employee Stock Ownership PlanPhipps, Inc. Employee Stock …$9MAnaconda Foundry Fabrication Company, Inc. Employee Stock Ownership PlanAnaconda Foundry Fabrication…$9M
End-of-year total assets ($M) among Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Climate Design Air Conditioning, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Climate Design Air Conditioning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 8.632680720707402% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.55M $9.29M ▲ +8.7%
Year Plans Participants Total Assets
2022 1 36 $9M
2023 1 32 $10M
2024 1 34 $9M

2022 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN591453509
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Florida

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

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -5051015 Total assets ($B) Participants Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.008550044 · Participants: 36Climate Design Air Conditioning, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 11.726925474 · Participants: 142486Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 0.661618269 · Participants: 14200Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.425498726 · Participants: 6258Thirty Fifteen Employee Stock Ownership PlanRsr Employee Stock Ownership Plan, Total assets ($B): 0.309502065 · Participants: 465Rsr Employee Stock Ownership PlanTeam Horner Employee Stock Ownership Plan, Total assets ($B): 0.217088578 · Participants: 448Team Horner Employee Stock Ownership Plan
Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is Higman Equipment Company, Inc. Employee Stock Ownership Plan and Trust Agreement in MO ($9M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.1% during 2022, from $8M to $9M. Reported net income was $1M.
How have Climate Design Air Conditioning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Climate Design Air Conditioning, Inc.'s sponsor-wide assets grew 8.6%, from $9M to $9M.
Which ESOP plans are similar in size to Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Higman Equipment Company, Inc. Employee Stock Ownership Plan and Trust Agreement in MO ($9M, 25 participants).
Which ESOP plans cover a similar participant headcount to Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (36 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 591453509.

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.