Profit Sharing · DOL Form 5500 · 2022

Climate Control Equipment, Inc. Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
49th
Percentile by assets National rank
$579,876
Avg per participant High balance/head
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Official DOL plan name: Climate Control Equipment, Inc. Profit Sharing Plan · Sponsored by Climate Control Equipment, Inc. Profit Sharing Plan · Alabama · Wholesale Trade

$5M in assets, 8 participants

Climate Control Equipment, Inc. Profit Sharing Plan's Climate Control Equipment, Inc. Profit Sharing Plan reported $5M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,518 in Wholesale Trade (6,843 peers)

Climate Control Equipment, Inc. Profit Sharing Plan multi-year trail

Climate Control Equipment, Inc. Profit Sharing Plan's plans moved +23.0% in assets from 2022 to 2024; this filing shows Climate Control Equipment, Inc. Profit Sharing Plan at $5M / 8 participants.

#2,518
in Wholesale Trade (6,843 peers)
-0.9%
assets change YoY

The plan reported a net loss of $42K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Climate Control Equipment, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Climate Control Equipment, Inc. Profit Sharing Plan vs every filed plan by assets

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

$4,639,008 49th percentile higher than 49% 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 Control Equipment, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Climate Control Equipment, Inc. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 630628803 · Climate Control Equipment, Inc. Profit Sharing Plan PY 2022 · Profit Sharing

Climate Control Equipment, Inc. Profit Sharing Plan · $5M · 8 · 49th

  • NET $5M
  • BOOK 8
  • VS-ST 49th
  • BOY Profit Sharing
  • SCH near Wraparound Services of the Hudson Valley Defined Contribution Plan
  • EBSA ind #2518

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 Alabama →

Climate Control Equipment, Inc. Profit Sharing Plan in the asset neighbourhood

Randall Schmitt Dds PC Profit Sharing PlanRandall Schmitt Dds PC Profi…$5MCooperativa De Ahorro Y Credito De Las Piedras Retirement PlanCooperativa De Ahorro Y Cred…$5MClimate Control Equipment, Inc. Profit Sharing PlanClimate Control Equipment, I…$5MWraparound Services of the Hudson Valley Defined Contribution PlanWraparound Services of the H…$5MNortheastern Nephrology Associates, PC Profit Sharing PlanNortheastern Nephrology Asso…$5M
End-of-year total assets ($M) among Climate Control Equipment, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Climate Control Equipment, Inc. Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Climate Control Equipment, Inc. Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.01576112824121% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.64M $5.71M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 8 $5M
2024 1 8 $6M

Climate Control Equipment, Inc. Profit Sharing Plan filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$42K
Employer EIN630628803
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Climate Control Equipment, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 010203040 Total assets ($M) Participants Climate Control Equipment, Inc. Profit Sharing Plan, Total assets ($M): 4.639008 · Participants: 8Climate Control Equipment, Inc. Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 37.57775 · Participants: 2454The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 27.274054 · Participants: 41Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 21.937645 · Participants: 14Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 20.397344 · Participants: 362Auto Investment, Inc. 401(k) PlanAerie Aerospace 401(k) Profit Sharing Plan, Total assets ($M): 16.433569 · Participants: 246Aerie Aerospace 401(k) Profit Sharing Plan
Climate Control Equipment, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants

Climate Control Equipment, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Wraparound Services of the Hudson Valley Defined Contribution Plan in NY ($5M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

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 Control Equipment, Inc. Profit Sharing Plan assets move in 2022?
Climate Control Equipment, Inc. Profit Sharing Plan held essentially flat - down 0.9% during 2022, from $5M to $5M. Reported net income was -$42K.
How have Climate Control Equipment, Inc. Profit Sharing Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Climate Control Equipment, Inc. Profit Sharing Plan's sponsor-wide assets grew 23.0%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Climate Control Equipment, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Wraparound Services of the Hudson Valley Defined Contribution Plan in NY ($5M, 147 participants).
Which Profit Sharing plans cover a similar participant headcount to Climate Control Equipment, Inc. Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $327K in assets).