401(k) · DOL Form 5500 · 2022

Climateworks Foundation 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
102
Participants Small participant base
78th
Percentile by assets National rank
$209,949
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Climateworks Foundation Retirement Trust · Sponsored by Climateworks Foundation · California · Professional & Technical Services

$21M in assets, 102 participants

Climateworks Foundation's Climateworks Foundation Retirement Trust reported $21M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,944 in Professional & Technical Services (21,562 peers)

Coverage in California

Climateworks Foundation Retirement Trust covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $21M.

#16,944
in Professional & Technical Services (21,562 peers)
-1.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $347K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Climateworks Foundation Retirement Trust's outsized position by total assets

Climateworks Foundation Retirement Trust vs every filed plan by assets

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

$21,414,766 Top 22% higher than 78% 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

Climateworks Foundation Retirement Trust 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. Climateworks Foundation Retirement Trust sits mid-pack in the medium band (102 participants).

Published 5500 schedule card

Filing strip 262303250 · Climateworks Foundation PY 2022 · 401(k)

Climateworks Foundation Retirement Trust · $21M · 102 · 78th

  • PCT $21M
  • PCT 102
  • PCT 78th
  • PCT 401(k)
  • PCT near Ted Britt Ford Sales, Inc. 401(k) Profit Sharing Plan
  • PCT ind #16944

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 Professional & Technical Services retirement plans → · Plans in California →

Climateworks Foundation Retirement Trust in the asset neighbourhood

Mtu Aero Engine North America, Inc. 401(k) Plan and TrustMtu Aero Engine North Americ…$21MUniversity of St. Augustine for Health Sciences 401(k) Retirement Savings PlanUniversity of St. Augustine …$21MSmartlink, LLC 401(k) Plan$21MClimateworks Foundation Retirement TrustClimateworks Foundation Reti…$21MTed Britt Ford Sales, Inc. 401(k) Profit Sharing PlanTed Britt Ford Sales, Inc. 4…$21M
End-of-year total assets ($M) among Climateworks Foundation Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$21M
Net Income-$347K
Employer EIN262303250
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Climateworks Foundation)

Sponsor-wide plan assets over time

All Climateworks Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$37M 74.23182209882657% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $21.4M $37.3M ▲ +74.3%
Year Plans Participants Total Assets
2022 1 102 $21M
2023 1 147 $29M
2024 1 160 $37M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Climateworks Foundation Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Climateworks Foundation Retirement Trust, Total assets ($B): 0.021414766 · Participants: 102Climateworks Foundation Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Climateworks Foundation Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Climateworks Foundation Retirement Trust side-by-side with 3 peers →

Climateworks Foundation Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ted Britt Ford Sales, Inc. 401(k) Profit Sharing Plan in VA ($21M); by covered participants it is Develey USA 401(k) Plan in TN (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Climateworks Foundation Retirement Trust assets move in 2022? ▼
Climateworks Foundation Retirement Trust edged down modestly - down 1.6% during 2022, from $22M to $21M. Reported net income was -$347K.
How have Climateworks Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Climateworks Foundation's sponsor-wide assets grew 74.2%, from $21M to $37M.
Where does Climateworks Foundation Retirement Trust rank by assets among Form 5500 filers? ▼
Climateworks Foundation Retirement Trust ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Climateworks Foundation Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ted Britt Ford Sales, Inc. 401(k) Profit Sharing Plan in VA ($21M, 365 participants).
Which 401(k) plans cover a similar participant headcount to Climateworks Foundation Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Develey USA 401(k) Plan in TN (102 participants, $2M 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 262303250.

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.