ESOP · DOL Form 5500 · 2022
CLIMA-TECH ESOP
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $203,701
- Avg per participant Above avg balance/head
Official DOL plan name: Clima-Tech Employee Stock Ownership Plan · Sponsored by CLIMA-TECH · Idaho · Construction
$9M in assets, 43 participants
CLIMA-TECH's Clima-Tech Employee Stock Ownership Plan reported $9M in total assets and 43 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.
- #6,149 in Construction (9,927 peers)
CLIMA-TECH multi-year trail
CLIMA-TECH's plans moved +59.5% in assets from 2022 to 2024; this filing shows Clima-Tech Employee Stock Ownership Plan at $9M / 43 participants.
- #6,149
- in Construction (9,927 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $487K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Clima-Tech Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Clima-Tech Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,759,164 Top 38% higher than 62% 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
Clima-Tech 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. Clima-Tech Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 820420730 · CLIMA-TECH PY 2022 · ESOP
Clima-Tech Employee Stock Ownership Plan · $9M · 43 · 62nd
- RANK $9M
- RANK 43
- RANK 62nd
- RANK ESOP
- RANK near Caesar Creek Software Employee Stock Ownership Plan
- RANK ind #6149
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 Idaho →
Clima-Tech Employee Stock Ownership Plan in the asset neighbourhood
CLIMA-TECH multi-year asset trail
Sponsor-wide plan assets over time
All CLIMA-TECH plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 59.51122732717414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $9M |
| 2023 | 1 | 54 | $11M |
| 2024 | 1 | 57 | $14M |
CLIMA-TECH filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$487K |
| Employer EIN | 820420730 |
| Plan Effective Date | 2007-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Idaho
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Winco Employee Stock Ownership Plan $4.3B · 15,984
- Norco, Inc. Employee Stock Ownership Plan $220M · 1,298
- Litehouse, Inc. Employee Stock Ownership Plan $213M · 1,174
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust $102M · 569
- Container and Packaging Employee Stock Ownership Plan and Trust $72M · 106
Clima-Tech Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Idaho, the nearest ESOP by assets is Caesar Creek Software Employee Stock Ownership Plan in OH ($9M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 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.