ESOP · DOL Form 5500 · 2023

CLIMA-TECH ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
54
Participants Small participant base
60th
Percentile by assets National rank
$202,238
Avg per participant Above avg balance/head
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Official DOL plan name: Clima-Tech Employee Stock Ownership Plan · Sponsored by CLIMA-TECH · Idaho · Construction

$11M in assets, 54 participants

CLIMA-TECH's Clima-Tech Employee Stock Ownership Plan reported $11M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,312 in Construction (9,030 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 $11M / 54 participants.

#5,312
in Construction (9,030 peers)
+24.7%
assets growth YoY

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 2023 · DOL Form 5500

$10,920,876 Top 40% higher than 60% 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

Clima-Tech 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. Clima-Tech Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Clima-Tech Employee Stock Ownership Plan reported net income rose from -$487K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Clima-Tech Employee Stock Ownership Plan reported participants rose from 43 in the plan year 2022 filing to 54 in the plan year 2023 filing.
  • Clima-Tech Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 820420730 · CLIMA-TECH PY 2023 · ESOP

Clima-Tech Employee Stock Ownership Plan · $11M · 54 · 60th

  • IND $11M
  • EOY 54
  • 5500 60th
  • ASSETS ESOP
  • PCT near Ankrom Moisan Associated Architects Employee Stock Ownership Plan
  • EIN ind #5312

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

K. H. Employee Stock Ownership PlanK. H. Employee Stock Ownersh…$11MCrs Hardware Corporation Employee Stock Ownership PlanCrs Hardware Corporation Emp…$11MClima-Tech Employee Stock Ownership PlanClima-Tech Employee Stock Ow…$11MAnkrom Moisan Associated Architects Employee Stock Ownership PlanAnkrom Moisan Associated Arc…$11MBenistar Admin Services, Inc. Employee Stock Ownership PlanBenistar Admin Services, Inc…$11M
End-of-year total assets ($M) among Clima-Tech Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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
$8M$10M$12M$14M$16M 202220232024 $8.76M $14M ▲ +59.5%
Year Plans Participants Total Assets
2022 1 43 $9M
2023 1 54 $11M
2024 1 57 $14M

CLIMA-TECH filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN820420730
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Idaho

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

Clima-Tech Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Clima-Tech Employee Stock Ownership Plan, Total assets ($B): 0.010920876 · Participants: 54Clima-Tech Employee Stock Ownership PlanWinco Employee Stock Ownership Plan, Total assets ($B): 4.656219713 · Participants: 16664Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.255999157 · Participants: 1341Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.242106302 · Participants: 1015Litehouse, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229611549 · Participants: 659Stellar Industries, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.217520907 · Participants: 1130Litehouse, Inc. Employee Stock Ownership Plan
Clima-Tech Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Clima-Tech Employee Stock Ownership Plan side-by-side with 3 peers →

Clima-Tech Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Ankrom Moisan Associated Architects Employee Stock Ownership Plan in OR ($11M); by covered participants it is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Clima-Tech Employee Stock Ownership Plan assets move in 2023? ▼
Clima-Tech Employee Stock Ownership Plan grew sharply - up 24.7% during 2023, from $9M to $11M. Reported net income was $2M.
How have CLIMA-TECH plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), CLIMA-TECH's sponsor-wide assets grew 59.5%, from $9M to $14M.
Which ESOP plans are similar in size to Clima-Tech Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ankrom Moisan Associated Architects Employee Stock Ownership Plan in OR ($11M, 231 participants).
Which ESOP plans cover a similar participant headcount to Clima-Tech Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants, $7M 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 820420730.

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.