401(k) · DOL Form 5500 · 2024

Norman S. Wright Climatec Mechanical Equipment of Southern California, 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
125
Participants Small participant base
69th
Percentile by assets National rank
$152,036
Avg per participant Above avg balance/head
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Official DOL plan name: Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan · Sponsored by Norman S. Wright Climatec Mechanical Equipment of Southern California, · California · Wholesale Trade

$19M in assets, 125 participants

Norman S. Wright Climatec Mechanical Equipment of Southern California,'s Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan reported $19M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,942 in Wholesale Trade (6,080 peers)

Coverage in California

Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan covers 125 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $19M.

#3,942
in Wholesale Trade (6,080 peers)
+29.6%
assets growth YoY

Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan's outsized position by total assets

Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,004,477 Top 31% higher than 69% of 123,620 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 2024

Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan sits mid-pack in the medium band (125 participants).

EBSA filing schedule strip

Filing strip 020625650 · Norman S. Wright Climatec Mechanical Equipment of Southern California, PY 2024 · 401(k)

Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan · $19M · 125 · 69th

  • 5500 $19M
  • ASSETS 125
  • PCT 69th
  • EIN 401(k)
  • RANK near Bruening Rock Products, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #3942

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 California →

Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan in the asset neighbourhood

Full Compass Systems, Ltd. 401(k) PlanFull Compass Systems, Ltd. 4…$19MNorman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) PlanNorman S. Wright Climatec Me…$19MBruening Rock Products, Inc. 401(k) Profit Sharing PlanBruening Rock Products, Inc.…$19MCentral Management Concepts, LLC Profit Sharing PlanCentral Management Concepts,…$19MWhite Plains Hospital Affiliated Entity, PC 401(k) PlanWhite Plains Hospital Affili…$19M
End-of-year total assets ($M) among Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN020625650
Plan Effective Date1992-08-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan, Total assets ($B): 0.019004477 · Participants: 125Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan side-by-side with 3 peers →

Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bruening Rock Products, Inc. 401(k) Profit Sharing Plan in IA ($19M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (125 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan assets move in 2024? ▼
Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan grew sharply - up 29.6% during 2024, from $15M to $19M. Reported net income was $4M.
Which 401(k) plans are similar in size to Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bruening Rock Products, Inc. 401(k) Profit Sharing Plan in IA ($19M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Norman S. Wright Climatec Mechanical Equipment of Southern California, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020625650.

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.