401(k) · DOL Form 5500 · 2023

Climb Global Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
143
Participants Small participant base
67th
Percentile by assets National rank
$104,526
Avg per participant Below avg balance/head
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Official DOL plan name: Climb Global Solutions, Inc. 401(k) · Sponsored by Climb Global Solutions, Inc. · New Jersey · Wholesale Trade

$15M in assets, 143 participants

Climb Global Solutions, Inc.'s Climb Global Solutions, Inc. 401(k) reported $15M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,893 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Climb Global Solutions, Inc. 401(k) covers 143 participants in New Jersey, about 17% of the average New Jersey filer (state average ~844 per filing). Assets: $15M.

#3,893
in Wholesale Trade (6,309 peers)
+29.1%
assets growth YoY

Climb Global Solutions, Inc. 401(k)'s outsized position by total assets

Climb Global Solutions, Inc. 401(k) vs every filed plan by assets

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

$14,947,163 Top 33% higher than 67% 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

Climb Global Solutions, Inc. 401(k) 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. Climb Global Solutions, Inc. 401(k) sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Climb Global Solutions, Inc. 401(k) reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Climb Global Solutions, Inc. 401(k) end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Climb Global Solutions, Inc. 401(k) reported participants rose from 131 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133136104 · Climb Global Solutions, Inc. PY 2023 · 401(k)

Climb Global Solutions, Inc. 401(k) · $15M · 143 · 67th

  • PHOTO $15M
  • PHOTO 143
  • PHOTO 67th
  • PHOTO 401(k)
  • PHOTO near Trissential 401(k) Plan
  • PHOTO ind #3893

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 New Jersey →

Climb Global Solutions, Inc. 401(k) in the asset neighbourhood

Climb Global Solutions, Inc. 401(k)Climb Global Solutions, Inc.…$15MTrissential 401(k) Plan$15MChadwick-Baross, Inc. Savings and Ps PlanChadwick-Baross, Inc. Saving…$15MDecision Analyst, Inc. 401(k) PlanDecision Analyst, Inc. 401(k…$15MHydro-Vac Holdings, Inc. 401(k) Profit Sharing PlanHydro-Vac Holdings, Inc. 401…$15M
End-of-year total assets ($M) among Climb Global Solutions, Inc. 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN133136104
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Climb Global Solutions, Inc.)

Sponsor-wide plan assets over time

All Climb Global Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 56.36427152502092% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.6M $18.1M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 131 $12M
2023 1 143 $15M
2024 1 166 $18M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Climb Global Solutions, Inc. 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Climb Global Solutions, Inc. 401(k), Total assets ($B): 0.014947163 · Participants: 143Climb Global Solutions, Inc. 401(k)JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Climb Global Solutions, Inc. 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Climb Global Solutions, Inc. 401(k) side-by-side with 3 peers →

Climb Global Solutions, Inc. 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Trissential 401(k) Plan in MN ($15M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Climb Global Solutions, Inc. 401(k) assets move in 2023? ▼
Climb Global Solutions, Inc. 401(k) grew sharply - up 29.1% during 2023, from $12M to $15M. Reported net income was $3M.
How have Climb Global Solutions, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Climb Global Solutions, Inc.'s sponsor-wide assets grew 56.4%, from $12M to $18M.
Which 401(k) plans are similar in size to Climb Global Solutions, Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Trissential 401(k) Plan in MN ($15M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Climb Global Solutions, Inc. 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 133136104.

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.