401(k) · DOL Form 5500 · 2022
Climatec, LLC 401(k) Plan
Data updated 2026-08-11
- $85M
- Total assets
- 819
- Participants
- 92nd
- Percentile by assets
- $103,533
- Avg per participant
Official DOL plan name: Climatec Employee Savings Plan · Sponsored by Climatec, LLC · Arizona · Wholesale Trade
$85M in assets, 819 participants
Climatec, LLC's Climatec Employee Savings Plan reported $85M in total assets and 819 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #6,385 in Wholesale Trade (6,843 peers)
Where Climatec Employee Savings Plan sits by assets
Climatec Employee Savings Plan sits in the top 10% of all filed plans by assets, $85M for 819 participants (~$103,533/participant), down 12.6% in 2022.
- $85M
- total plan assets (2022 EOY)
- 819
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $103,533
- avg assets per participant
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Climatec Employee Savings Plan sits by total assets
Climatec Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$84,793,855 Top 8% higher than 92% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Climatec Employee Savings Plan vs the 2022 asset distribution
By assets, Climatec Employee Savings Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$12M |
| Employer EIN | 860945853 |
| Plan Effective Date | 2012-05-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Climatec, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 819 | $85M |
| 2023 | 1 | 935 | $104M |
| 2024 | 1 | 1,059 | $118M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Climatec Employee Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Climatec Employee Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Climatec Employee Savings Plan assets move in 2022? ▼
How have Climatec, LLC plan assets changed over time? ▼
Where does Climatec Employee Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Climatec Employee Savings Plan? ▼
Next read for Climatec Employee Savings Plan
Scale reading
Ways to act on Climatec Employee Savings Plan's numbers.
- By total assets, Climatec Employee Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans
- Climatec, LLC's sponsor-wide assets have grown 39.6% since 2022 across 3 plan years on file. More Wholesale Trade plans