ESOP · DOL Form 5500 · 2022
Clim-a-Tech Industries, Inc. ESOP
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 155
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $168,464
- Avg per participant Above avg balance/head
Official DOL plan name: Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan · Sponsored by Clim-a-Tech Industries, Inc. · Minnesota · Professional & Technical Services
$26M in assets, 155 participants
Clim-a-Tech Industries, Inc.'s Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan reported $26M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #17,604 in Professional & Technical Services (21,562 peers)
Coverage in Minnesota
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan covers 155 participants in Minnesota, about 14% of the average Minnesota filer (state average ~1,126 per filing). Assets: $26M.
- #17,604
- in Professional & Technical Services (21,562 peers)
- +24.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,111,907 Top 19% higher than 81% 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
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan 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. Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (155 participants).
Form 5500 schedule snapshot
Filing strip 410948098 · Clim-a-Tech Industries, Inc. PY 2022 · ESOP
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan · $26M · 155 · 81st
- IND $26M
- IND 155
- IND 81st
- IND ESOP
- IND near Force Companies ESOP
- IND ind #17604
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 Minnesota →
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $5M |
| Employer EIN | 410948098 |
| Plan Effective Date | 1993-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clim-a-Tech Industries, Inc.)
Sponsor-wide plan assets over time
All Clim-a-Tech Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 6.388407403564972% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $26M |
| 2023 | 1 | 116 | $28M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $647M · 9,416
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $486M · 4,373
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $400M · 801
- Force America Inc. Employee Stock Ownership Plan $333M · 359
- Polaris Inc. Employee Stock Ownership Plan $313M · 7,981
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Force Companies ESOP in IN ($26M); by covered participants it is Denbow Company ESOP in TX (155 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Force Companies ESOP (IN) $26M · 43
- Buehler's Fresh Foods Employee Stock Ownership Plan (OH) $26M · 1,586
- Henderson Companies Employee Stock Ownership Plan (KS) $26M · 1,055
- Stenner Pump Company, Inc. Employee Stock Ownership Plan (FL) $26M · 110
Similar participant headcount
Nearest other-state filings by covered participants (155 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.