ESOP · DOL Form 5500 · 2023

Climate Systems, Inc. ESOP

Data updated 2026-08-25

$855K
Total assets Small plan by assets
38
Participants Small participant base
22nd
Percentile by assets National rank
$22,492
Avg per participant Low balance/head
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Official DOL plan name: Climate Systems, Inc. Employee Stock Ownership Plan · Sponsored by Climate Systems, Inc. · South Dakota · Construction

$855K in assets, 38 participants

Climate Systems, Inc.'s Climate Systems, Inc. Employee Stock Ownership Plan reported $855K in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,841 in Construction (9,030 peers)

Climate Systems, Inc. multi-year trail

Climate Systems, Inc.'s plans moved +298.0% in assets from 2023 to 2024; this filing shows Climate Systems, Inc. Employee Stock Ownership Plan at $855K / 38 participants.

#1,841
in Construction (9,030 peers)
+101.1%
assets growth YoY

Climate Systems, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Climate Systems, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$854,678 22nd percentile higher than 22% of 127,068 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 2023

Climate Systems, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Climate Systems, Inc. Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 460377208 · Climate Systems, Inc. PY 2023 · ESOP

Climate Systems, Inc. Employee Stock Ownership Plan · $855K · 38 · 22nd

  • EBSA $855K
  • PART 38
  • TYPE 22nd
  • NET ESOP
  • BOOK near Gardant Management Solutions, Inc. Employee Stock Ownership Plan
  • VS-ST ind #1841

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 South Dakota →

Climate Systems, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Jconnelly Employee Stock Ownership PlanJconnelly Employee Stock Own…$857KWeiler Engineering, Inc. Employee Stock Ownership PlanWeiler Engineering, Inc. Emp…$858KClimate Systems, Inc. Employee Stock Ownership PlanClimate Systems, Inc. Employ…$855KGardant Management Solutions, Inc. Employee Stock Ownership PlanGardant Management Solutions…$853KMarathon Bank Employee Stock Ownership PlanMarathon Bank Employee Stock…$852K
End-of-year total assets ($M) among Climate Systems, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Climate Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Climate Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 298.0308373445906% vs 2023
2024 filing year
$0M$1M$2M$3M$4M 20232024 $0.85M $3.4M ▲ +300.0%
Year Plans Participants Total Assets
2023 1 38 $855K
2024 1 40 $3M

Climate Systems, Inc. filing trail (2023)

Total Assets (Beginning of Year)$425K
Net Assets (End of Year)$855K
Net Income$430K
Employer EIN460377208
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in South Dakota

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

Climate Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Dakota, assets vs. participants Scatter plot of 6 data points. 0200400600800 -50050100150 Total assets ($M) Participants Climate Systems, Inc. Employee Stock Ownership Plan, Total assets ($M): 0.854678 · Participants: 38Climate Systems, Inc. Employee Stock Ownership PlanShowplace Wood Products, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.050363 · Participants: 506Showplace Wood Products, Inc. Employee Stock Ownership PlanFishback Financial Corporation Employee Stock Ownership Plan, Total assets ($M): 51.743144 · Participants: 713Fishback Financial Corporation Employee Stock Ownership PlanBierschbach Equipment & Supply Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 44.406334 · Participants: 83Bierschbach Equipment & Supply Co., Inc. Employee Stock Ownership PlanRe/Spec Inc. Employee Stock Ownership Plan, Total assets ($M): 43.108665 · Participants: 471Re/Spec Inc. Employee Stock Ownership PlanThe Ramkota Companies, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 38.747989 · Participants: 112The Ramkota Companies, Inc. Employee Stock Ownership Plan and Trust
Climate Systems, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Dakota, assets vs. participants
Compare Climate Systems, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Climate Systems, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Dakota, the nearest ESOP by assets is Gardant Management Solutions, Inc. Employee Stock Ownership Plan in IL ($853K); by covered participants it is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Climate Systems, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Climate Systems, Inc. Employee Stock Ownership Plan surged - up 101.1% during 2023, from $425K to $855K. Reported net income was $430K.
How have Climate Systems, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Climate Systems, Inc.'s sponsor-wide assets grew 298.0%, from $855K to $3M.
Where does Climate Systems, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Climate Systems, Inc. Employee Stock Ownership Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Climate Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gardant Management Solutions, Inc. Employee Stock Ownership Plan in IL ($853K, 113 participants).
Which ESOP plans cover a similar participant headcount to Climate Systems, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 460377208.

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.