401(k) · DOL Form 5500 · 2023

Climateworks Foundation 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
147
Participants Small participant base
79th
Percentile by assets National rank
$196,057
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

$29M in assets, 147 participants

Climateworks Foundation's Climateworks Foundation Retirement Trust reported $29M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,064 in Professional & Technical Services (20,321 peers)

Coverage in California

Climateworks Foundation Retirement Trust covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $29M.

#16,064
in Professional & Technical Services (20,321 peers)
+34.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$28,820,356 Top 21% higher than 79% 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

Climateworks Foundation Retirement Trust among mid-size filed plans by headcount

Plan-year 2023 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 (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Climateworks Foundation Retirement Trust reported net income rose from -$347K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Climateworks Foundation Retirement Trust reported participants rose from 102 in the plan year 2022 filing to 147 in the plan year 2023 filing.
  • Climateworks Foundation Retirement Trust end-of-year assets rose from $21M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 262303250 · Climateworks Foundation PY 2023 · 401(k)

Climateworks Foundation Retirement Trust · $29M · 147 · 79th

  • TYPE $29M
  • NET 147
  • BOOK 79th
  • VS-ST 401(k)
  • BOY near Vonlehman & Co., Inc. Employee's Savings Plan
  • SCH ind #16064

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

Climateworks Foundation Retirement TrustClimateworks Foundation Reti…$29MVonlehman & Co., Inc. Employee's Savings PlanVonlehman & Co., Inc. Employ…$29MMassillon Cable T.V., Inc. Profit Sharing PlanMassillon Cable T.V., Inc. P…$29MThompsongas LLC 401(k) Plan$29MSunland Asphalt and Construction Employees 401(k) Savings PlanSunland Asphalt and Construc…$29M
End-of-year total assets ($M) among Climateworks Foundation Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$29M
Net Income$7M
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): 0.028820356 · Participants: 147Climateworks Foundation Retirement TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) 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 Vonlehman & Co., Inc. Employee's Savings Plan in KY ($29M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

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 Climateworks Foundation Retirement Trust assets move in 2023? ▼
Climateworks Foundation Retirement Trust surged - up 34.6% during 2023, from $21M to $29M. Reported net income was $7M.
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 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Vonlehman & Co., Inc. Employee's Savings Plan in KY ($29M, 128 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 Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 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 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.