ESOP · DOL Form 5500 · 2023
Clim-a-Tech Industries, Inc. ESOP
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 116
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $239,483
- Avg per participant Above avg balance/head
Official DOL plan name: Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan · Sponsored by Clim-a-Tech Industries, Inc. · Minnesota · Professional & Technical Services
$28M in assets, 116 participants
Clim-a-Tech Industries, Inc.'s Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan reported $28M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.
- #15,941 in Professional & Technical Services (20,321 peers)
Coverage in Minnesota
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan covers 116 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $28M.
- #15,941
- in Professional & Technical Services (20,321 peers)
- +6.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$27,780,042 Top 22% higher than 78% 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
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan 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. Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (116 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan reported net income fell from $5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan reported participants fell from 155 in the plan year 2022 filing to 116 in the plan year 2023 filing.
- Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $26M in the plan year 2022 filing to $28M in the plan year 2023 filing.
DOL schedule card
Filing strip 410948098 · Clim-a-Tech Industries, Inc. PY 2023 · ESOP
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan · $28M · 116 · 78th
- VS-ST $28M
- VS-ST 116
- VS-ST 78th
- VS-ST ESOP
- VS-ST near Zachary's Chicago Pizza, Inc. Employee Stock Ownership Plan
- VS-ST ind #15941
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 Minnesota →
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $2M |
| Employer EIN | 410948098 |
| Plan Effective Date | 1993-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Clim-a-Tech Industries, Inc.)
Sponsor-wide plan assets over time
All Clim-a-Tech Industries, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 6.388407403564972% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $26M |
| 2023 | 1 | 116 | $28M |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $899M · 11,644
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $498M · 789
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $432M · 446
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $432M · 4,575
- Force America Inc. Employee Stock Ownership Plan $427M · 412
Clim-a-Tech Industries, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Zachary's Chicago Pizza, Inc. Employee Stock Ownership Plan in CA ($28M); by covered participants it is Extol, Inc. Employee Stock Ownership Plan in MI (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Zachary's Chicago Pizza, Inc. Employee Stock Ownership Plan (CA) $28M · 179
- Molded Fiber Glass Companies Employees Stock Ownership Plan (OH) $28M · 1,041
- Edmund a. Allen Lumber Company Employee Stock Ownership Plan (IL) $28M · 73
- Invision Communications, Inc. Employee Stock Ownership Plan (CA) $28M · 149
Similar participant headcount
Nearest other-state filings by covered participants (116 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.