Profit Sharing · DOL Form 5500 · 2023

Climate Control Equipment, Inc. Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
45th
Percentile by assets National rank
$656,054
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Climate Control Equipment, Inc. Profit Sharing Plan · Sponsored by Climate Control Equipment, Inc. Profit Sharing Plan · Alabama · Wholesale Trade

$5M in assets, 8 participants

Climate Control Equipment, Inc. Profit Sharing Plan's Climate Control Equipment, Inc. Profit Sharing Plan reported $5M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,180 in Wholesale Trade (6,309 peers)

Climate Control Equipment, Inc. Profit Sharing Plan multi-year trail

Climate Control Equipment, Inc. Profit Sharing Plan's plans moved +23.0% in assets from 2022 to 2024; this filing shows Climate Control Equipment, Inc. Profit Sharing Plan at $5M / 8 participants.

#2,180
in Wholesale Trade (6,309 peers)
+13.1%
assets growth YoY

Climate Control Equipment, Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Climate Control Equipment, Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,248,429 45th percentile higher than 45% 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 Control Equipment, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Climate Control Equipment, Inc. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Climate Control Equipment, Inc. Profit Sharing Plan reported net income rose from -$42K in the plan year 2022 filing to $609K in the plan year 2023 filing.
  • Climate Control Equipment, Inc. Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630628803 · Climate Control Equipment, Inc. Profit Sharing Plan PY 2023 · Profit Sharing

Climate Control Equipment, Inc. Profit Sharing Plan · $5M · 8 · 45th

  • 5500 $5M
  • ASSETS 8
  • PCT 45th
  • EIN Profit Sharing
  • RANK near Fell Capital Management Profit Sharing Plan
  • PHOTO ind #2180

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 Alabama →

Climate Control Equipment, Inc. Profit Sharing Plan in the asset neighbourhood

Climate Control Equipment, Inc. Profit Sharing PlanClimate Control Equipment, I…$5MFell Capital Management Profit Sharing PlanFell Capital Management Prof…$5MCasey Communications Inc Profit Sharing PlanCasey Communications Inc Pro…$5MSouthwest Virginia Community Health System, Inc. 403(b) Retirement PlanSouthwest Virginia Community…$5MLewiston Monument Co, Inc. Profit Sharing PlanLewiston Monument Co, Inc. P…$5M
End-of-year total assets ($M) among Climate Control Equipment, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Climate Control Equipment, Inc. Profit Sharing Plan multi-year asset trail

Sponsor-wide plan assets over time

All Climate Control Equipment, Inc. Profit Sharing Plan plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.01576112824121% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M 202220232024 $4.64M $5.71M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 8 $5M
2023 1 8 $5M
2024 1 8 $6M

Climate Control Equipment, Inc. Profit Sharing Plan filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$609K
Employer EIN630628803
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Climate Control Equipment, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 01020304050 Total assets ($M) Participants Climate Control Equipment, Inc. Profit Sharing Plan, Total assets ($M): 5.248429 · Participants: 8Climate Control Equipment, Inc. Profit Sharing PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Climate Control Equipment, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Climate Control Equipment, Inc. Profit Sharing Plan side-by-side with 3 peers →

Climate Control Equipment, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Fell Capital Management Profit Sharing Plan in CA ($5M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Control Equipment, Inc. Profit Sharing Plan assets move in 2023? ▼
Climate Control Equipment, Inc. Profit Sharing Plan grew at a solid clip - up 13.1% during 2023, from $5M to $5M. Reported net income was $609K.
How have Climate Control Equipment, Inc. Profit Sharing Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Climate Control Equipment, Inc. Profit Sharing Plan's sponsor-wide assets grew 23.0%, from $5M to $6M.
Which Profit Sharing plans are similar in size to Climate Control Equipment, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fell Capital Management Profit Sharing Plan in CA ($5M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Climate Control Equipment, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 630628803.

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.