401(k) · DOL Form 5500 · 2024

Climateworks Foundation 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
160
Participants Small participant base
80th
Percentile by assets National rank
$233,196
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Climateworks Foundation Retirement Trust · Sponsored by Climateworks Foundation · California · Professional & Technical Services

$37M in assets, 160 participants

Climateworks Foundation's Climateworks Foundation Retirement Trust reported $37M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,319 in Professional & Technical Services (20,173 peers)

Coverage in California

Climateworks Foundation Retirement Trust covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $37M.

#16,319
in Professional & Technical Services (20,173 peers)
+29.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Climateworks Foundation Retirement Trust's outsized position by total assets

Climateworks Foundation Retirement Trust vs every filed plan by assets

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

$37,311,337 Top 20% higher than 80% 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

Climateworks Foundation Retirement Trust 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. Climateworks Foundation Retirement Trust sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Climateworks Foundation Retirement Trust end-of-year assets rose from $29M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Climateworks Foundation Retirement Trust reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Climateworks Foundation Retirement Trust reported participants rose from 147 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 262303250 · Climateworks Foundation PY 2024 · 401(k)

Climateworks Foundation Retirement Trust · $37M · 160 · 80th

  • PART $37M
  • TYPE 160
  • NET 80th
  • BOOK 401(k)
  • VS-ST near Venafi, Inc. 401(k) Plan
  • BOY ind #16319

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 Professional & Technical Services retirement plans → · Plans in California →

Climateworks Foundation Retirement Trust in the asset neighbourhood

Degreed, Inc. 401(k) Plan$37MClimateworks Foundation Retirement TrustClimateworks Foundation Reti…$37MVenafi, Inc. 401(k) Plan$37MIdi Logistics 401(k) Savings PlanIdi Logistics 401(k) Savings…$37MEnvironmental Control, LLC. 401(k) Profit Sharing PlanEnvironmental Control, LLC. …$37M
End-of-year total assets ($M) among Climateworks Foundation Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$37M
Net Income$8M
Employer EIN262303250
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Climateworks Foundation)

Sponsor-wide plan assets over time

All Climateworks Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$37M 74.23182209882657% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $21.4M $37.3M ▲ +74.3%
Year Plans Participants Total Assets
2022 1 102 $21M
2023 1 147 $29M
2024 1 160 $37M

Nearby 401(k) Plans in California

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

Climateworks Foundation Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Climateworks Foundation Retirement Trust, Total assets ($B): 0.037311337 · Participants: 160Climateworks Foundation Retirement TrustGoogle 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
Climateworks Foundation Retirement Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Climateworks Foundation Retirement Trust side-by-side with 3 peers →

Climateworks Foundation Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Venafi, Inc. 401(k) Plan in UT ($37M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Climateworks Foundation Retirement Trust assets move in 2024? ▼
Climateworks Foundation Retirement Trust grew sharply - up 29.5% during 2024, from $29M to $37M. Reported net income was $8M.
How have Climateworks Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Climateworks Foundation's sponsor-wide assets grew 74.2%, from $21M to $37M.
Where does Climateworks Foundation Retirement Trust rank by assets among Form 5500 filers? ▼
Climateworks Foundation Retirement Trust ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Climateworks Foundation Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Venafi, Inc. 401(k) Plan in UT ($37M, 293 participants).
Which 401(k) plans cover a similar participant headcount to Climateworks Foundation Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A 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 262303250.

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.