401(k) · DOL Form 5500 · 2022

Climatec, LLC 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
819
Participants Near avg headcount
92nd
Percentile by assets National rank
$103,533
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#6,385
in Wholesale Trade (6,843 peers)
-12.6%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Climatec Employee Savings Plan's outsized position 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

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

Climatec Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Climatec Employee Savings Plan sits mid-pack in the medium band (819 participants).

Plan-year Form 5500 strip

Filing strip 860945853 · Climatec, LLC PY 2022 · 401(k)

Climatec Employee Savings Plan · $85M · 819 · 92nd

  • BOOK $85M
  • BOOK 819
  • BOOK 92nd
  • BOOK 401(k)
  • BOOK near Gillig 401(k) Profit Sharing Retirement Plan
  • BOOK ind #6385

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 Wholesale Trade retirement plans → · Plans in Arizona →

Climatec Employee Savings Plan in the asset neighbourhood

Michigan Corporate Services, LLC 401(k) Retirement PlanMichigan Corporate Services,…$85MGillig 401(k) Profit Sharing Retirement PlanGillig 401(k) Profit Sharing…$85MClimatec Employee Savings PlanClimatec Employee Savings Pl…$85MThe Sheehy Organization 401(k) Savings PlanThe Sheehy Organization 401(…$85MFloor and Decor Outlets of America, Inc. 401(k) Retirement PlanFloor and Decor Outlets of A…$85M
End-of-year total assets ($M) among Climatec Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$85M
Net Income-$12M
Employer EIN860945853
Plan Effective Date2012-05-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Climatec, LLC)

Sponsor-wide plan assets over time

All Climatec, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$118M 39.607137804974194% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $84.8M $118M ▲ +39.6%
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 Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Climatec Employee Savings Plan, Total assets ($B): 0.084793855 · Participants: 819Climatec Employee Savings PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Climatec Employee Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Climatec Employee Savings Plan side-by-side with 3 peers →

Climatec Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Gillig 401(k) Profit Sharing Retirement Plan in CA ($85M); by covered participants it is Police and Fire Federal Credit Union Employees Retirement Plan in PA (819 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (819 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 Climatec Employee Savings Plan assets move in 2022? ▼
Climatec Employee Savings Plan pulled back noticeably - down 12.6% during 2022, from $97M to $85M. Reported net income was -$12M.
How have Climatec, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Climatec, LLC's sponsor-wide assets grew 39.6%, from $85M to $118M.
Where does Climatec Employee Savings Plan rank by assets among Form 5500 filers? ▼
Climatec Employee Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Climatec Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gillig 401(k) Profit Sharing Retirement Plan in CA ($85M, 341 participants).
Which 401(k) plans cover a similar participant headcount to Climatec Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Police and Fire Federal Credit Union Employees Retirement Plan in PA (819 participants, $76M 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 860945853.

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.