401(k) · DOL Form 5500 · 2024

Climb Global Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
166
Participants Small participant base
68th
Percentile by assets National rank
$109,042
Avg per participant Below avg balance/head
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Official DOL plan name: Climb Global Solutions, Inc. 401(k) · Sponsored by Climb Global Solutions, Inc. · New Jersey · Wholesale Trade

$18M in assets, 166 participants

Climb Global Solutions, Inc.'s Climb Global Solutions, Inc. 401(k) reported $18M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,849 in Wholesale Trade (6,080 peers)

Coverage in New Jersey

Climb Global Solutions, Inc. 401(k) covers 166 participants in New Jersey, about 20% of the average New Jersey filer (state average ~844 per filing). Assets: $18M.

#3,849
in Wholesale Trade (6,080 peers)
+21.1%
assets growth YoY

Climb Global Solutions, Inc. 401(k)'s outsized position by total assets

Climb Global Solutions, Inc. 401(k) vs every filed plan by assets

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

$18,100,972 Top 32% higher than 68% 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

Climb Global Solutions, Inc. 401(k) 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. Climb Global Solutions, Inc. 401(k) sits mid-pack in the medium band (166 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Climb Global Solutions, Inc. 401(k) end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Climb Global Solutions, Inc. 401(k) reported participants rose from 143 in the plan year 2023 filing to 166 in the plan year 2024 filing.
  • Climb Global Solutions, Inc. 401(k) reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133136104 · Climb Global Solutions, Inc. PY 2024 · 401(k)

Climb Global Solutions, Inc. 401(k) · $18M · 166 · 68th

  • PHOTO $18M
  • IND 166
  • EOY 68th
  • 5500 401(k)
  • ASSETS near Logoplaste USA Syracuse LLC 401(k) Plan
  • PCT ind #3849

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 New Jersey →

Climb Global Solutions, Inc. 401(k) in the asset neighbourhood

Climb Global Solutions, Inc. 401(k)Climb Global Solutions, Inc.…$18MLogoplaste USA Syracuse LLC 401(k) PlanLogoplaste USA Syracuse LLC …$18MConcentric Rockford Inc. Employees' 401(k) Savings PlanConcentric Rockford Inc. Emp…$18MAnimal Emergency & Referral Center of Minnesota 401(k) Profit Sharing Plan and TrustAnimal Emergency & Referral …$18MMckinley Equipment Corporation Employee Retirement PlanMckinley Equipment Corporati…$18M
End-of-year total assets ($M) among Climb Global Solutions, Inc. 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN133136104
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Climb Global Solutions, Inc.)

Sponsor-wide plan assets over time

All Climb Global Solutions, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 56.36427152502092% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $11.6M $18.1M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 131 $12M
2023 1 143 $15M
2024 1 166 $18M

Nearby 401(k) Plans in New Jersey

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

Climb Global Solutions, Inc. 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Climb Global Solutions, Inc. 401(k), Total assets ($B): 0.018100972 · Participants: 166Climb Global Solutions, Inc. 401(k)JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Climb Global Solutions, Inc. 401(k) vs. nearby 401(k) plans in New Jersey, assets vs. participants

Climb Global Solutions, Inc. 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Logoplaste USA Syracuse LLC 401(k) Plan in IL ($18M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 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 Climb Global Solutions, Inc. 401(k) assets move in 2024?
Climb Global Solutions, Inc. 401(k) grew sharply - up 21.1% during 2024, from $15M to $18M. Reported net income was $3M.
How have Climb Global Solutions, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Climb Global Solutions, Inc.'s sponsor-wide assets grew 56.4%, from $12M to $18M.
Which 401(k) plans are similar in size to Climb Global Solutions, Inc. 401(k)?
Among 401(k) plans in other states, the closest by assets is Logoplaste USA Syracuse LLC 401(k) Plan in IL ($18M, 650 participants).
Which 401(k) plans cover a similar participant headcount to Climb Global Solutions, Inc. 401(k)?
Among 401(k) plans in other states, the closest by covered participants is Awesome 401(k) Plan in CA (166 participants, $43M in assets).