ESOP · DOL Form 5500 · 2023
Climate Design Air Conditioning, Inc. ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $309,376
- Avg per participant High balance/head
Official DOL plan name: Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan · Sponsored by Climate Design Air Conditioning, Inc. · Florida · Construction
$10M in assets, 32 participants
Climate Design Air Conditioning, Inc.'s Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan reported $10M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #5,122 in Construction (9,030 peers)
2023 asset change
Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan grew sharply 15.8% in 2023 ($9M → $10M) for 32 participants.
- #5,122
- in Construction (9,030 peers)
- +15.8%
- assets growth YoY
Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,900,045 Top 42% higher than 58% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Climate Design Air Conditioning, Inc. 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. Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan reported participants fell from 36 in the plan year 2022 filing to 32 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 591453509 · Climate Design Air Conditioning, Inc. PY 2023 · ESOP
Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan · $10M · 32 · 58th
- EIN $10M
- RANK 32
- PHOTO 58th
- IND ESOP
- EOY near Sun-Star Electric, Inc. Employee Stock Ownership Plan
- 5500 ind #5122
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 Florida →
Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Climate Design Air Conditioning, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Climate Design Air Conditioning, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 8.632680720707402% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $9M |
| 2023 | 1 | 32 | $10M |
| 2024 | 1 | 34 | $9M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 591453509 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Florida
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Publix Super Markets, Inc. Employee Stock Ownership Plan & Trust $11.8B · 141,229
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan $836M · 15,500
- Rsr Employee Stock Ownership Plan $390M · 382
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan $368M · 233
- Thirty Fifteen Employee Stock Ownership Plan $324M · 5,365
Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Florida, the nearest ESOP by assets is Sun-Star Electric, Inc. Employee Stock Ownership Plan in TX ($10M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (32 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.