ESOP · DOL Form 5500 · 2024
CLIMA-TECH ESOP
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 57
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $245,120
- Avg per participant Above avg balance/head
Official DOL plan name: Clima-Tech Employee Stock Ownership Plan · Sponsored by CLIMA-TECH · Idaho · Construction
$14M in assets, 57 participants
CLIMA-TECH's Clima-Tech Employee Stock Ownership Plan reported $14M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #5,539 in Construction (9,039 peers)
CLIMA-TECH multi-year trail
CLIMA-TECH's plans moved +59.5% in assets from 2022 to 2024; this filing shows Clima-Tech Employee Stock Ownership Plan at $14M / 57 participants.
- #5,539
- in Construction (9,039 peers)
- +27.9%
- assets growth YoY
Clima-Tech Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Clima-Tech Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,971,850 Top 37% higher than 63% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Clima-Tech Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Clima-Tech Employee Stock Ownership Plan is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Clima-Tech Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Clima-Tech Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Clima-Tech Employee Stock Ownership Plan reported participants rose from 54 in the plan year 2023 filing to 57 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 820420730 · CLIMA-TECH PY 2024 · ESOP
Clima-Tech Employee Stock Ownership Plan · $14M · 57 · 63rd
- BOY $14M
- BOY 57
- BOY 63rd
- BOY ESOP
- BOY near Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan
- BOY ind #5539
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 Idaho →
Clima-Tech Employee Stock Ownership Plan in the asset neighbourhood
CLIMA-TECH multi-year asset trail
Sponsor-wide plan assets over time
All CLIMA-TECH plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 59.51122732717414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $9M |
| 2023 | 1 | 54 | $11M |
| 2024 | 1 | 57 | $14M |
CLIMA-TECH filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $3M |
| Employer EIN | 820420730 |
| Plan Effective Date | 2007-04-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Idaho
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Winco Employee Stock Ownership Plan $5.0B · 17,054
- Stellar Industries, Inc. Employee Stock Ownership Plan $331M · 774
- Norco, Inc. Employee Stock Ownership Plan $269M · 1,381
- Magic Valley Growers, Ltd. Employee Stock Ownership Plan $95M · 241
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust $90M · 561
Clima-Tech Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Idaho, the nearest ESOP by assets is Lake Ridge Bancorp, Inc. Employee Stock Ownership Plan in WI ($14M); by covered participants it is Ma Bank Employee Stock Ownership Plan in MO (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.
- Ma Bank Employee Stock Ownership Plan (MO) 57 · 0 off
- Maclease, Inc. Employee Stock Ownership Plan (VA) 57 · 0 off
- Eei Employee Stock Ownership Plan (CO) 57 · 0 off
- Brockway-Smith Company Profit Sharing Plan & Trust (MA) 57 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.