401(k) · DOL Form 5500 · 2024

Climatec, LLC 401(k) Plan

Data updated 2026-08-25

$118M
Total assets Near avg plan size
1,059
Participants Near avg headcount
92nd
Percentile by assets National rank
$111,783
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Climatec Employee Savings Plan · Sponsored by Climatec, LLC · Arizona · Wholesale Trade

$118M in assets, 1,059 participants

Climatec, LLC's Climatec Employee Savings Plan reported $118M in total assets and 1,059 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #5,668 in Wholesale Trade (6,080 peers)

Where Climatec Employee Savings Plan sits by assets

Climatec Employee Savings Plan sits in the top 10% of all filed plans by assets, $118M for 1,059 participants (~$111,783/participant), up 14.2% in 2024.

#5,668
in Wholesale Trade (6,080 peers)
+14.2%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Climatec Employee Savings Plan's outsized position by total assets

Climatec Employee Savings Plan vs every filed plan by assets

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

$118,378,274 Top 8% higher than 92% 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

Climatec Employee Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Climatec Employee Savings Plan lands in the large band (1,059 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Climatec Employee Savings Plan reported net income fell from $19M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Climatec Employee Savings Plan end-of-year assets rose from $104M in the plan year 2023 filing to $118M in the plan year 2024 filing.
  • Climatec Employee Savings Plan reported participants rose from 935 in the plan year 2023 filing to 1,059 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860945853 · Climatec, LLC PY 2024 · 401(k)

Climatec Employee Savings Plan · $118M · 1,059 · 92nd

  • NET $118M
  • BOOK 1,059
  • VS-ST 92nd
  • BOY 401(k)
  • SCH near Russel Metals Inc. U.S. Retirement Savings Plan
  • EBSA ind #5668

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 Arizona →

Climatec Employee Savings Plan in the asset neighbourhood

Pra Group, Inc. 401(k) Plan$118MClimatec Employee Savings PlanClimatec Employee Savings Pl…$118MRussel Metals Inc. U.S. Retirement Savings PlanRussel Metals Inc. U.S. Reti…$118MAshton Woods Homes Retirement Savings PlanAshton Woods Homes Retiremen…$118MSemmes-Murphey Clinic Employees' Profit Sharing PlanSemmes-Murphey Clinic Employ…$118M
End-of-year total assets ($M) among Climatec Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$118M
Net Income$15M
Employer EIN860945853
Plan Effective Date2012-05-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Climatec, LLC)

Sponsor-wide plan assets over time

All Climatec, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$118M 39.607137804974194% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $84.8M $118M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 819 $85M
2023 1 935 $104M
2024 1 1,059 $118M

Nearby 401(k) Plans in Arizona

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

Climatec Employee Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Climatec Employee Savings Plan, Total assets ($B): 0.118378274 · Participants: 1059Climatec Employee Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Climatec Employee Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Climatec Employee Savings Plan side-by-side with 3 peers →

Climatec Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Russel Metals Inc. U.S. Retirement Savings Plan in WI ($118M); by covered participants it is Merz North America 401(k) Plan in NC (1,059 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,059 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 Climatec Employee Savings Plan assets move in 2024? ▼
Climatec Employee Savings Plan grew at a solid clip - up 14.2% during 2024, from $104M to $118M. Reported net income was $15M.
How have Climatec, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Climatec, LLC's sponsor-wide assets grew 39.6%, from $85M to $118M.
Where does Climatec Employee Savings Plan rank by assets among Form 5500 filers? ▼
Climatec Employee Savings Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Climatec Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Russel Metals Inc. U.S. Retirement Savings Plan in WI ($118M, 1,064 participants).
Which 401(k) plans cover a similar participant headcount to Climatec Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Merz North America 401(k) Plan in NC (1,059 participants, $237M 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 860945853.

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.