401(k) · DOL Form 5500 · 2024

Anew Climate, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
141
Participants Small participant base
68th
Percentile by assets National rank
$125,274
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Anew Climate, LLC 401(k) Plan · Sponsored by Anew Climate, LLC · Texas · Construction

$18M in assets, 141 participants

Anew Climate, LLC's Anew Climate, LLC 401(k) Plan reported $18M in total assets and 141 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.

  • #6,012 in Construction (9,039 peers)

Coverage in Texas

Anew Climate, LLC 401(k) Plan covers 141 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $18M.

#6,012
in Construction (9,039 peers)
+38.5%
assets growth YoY

Anew Climate, LLC 401(k) Plan's outsized position by total assets

Anew Climate, LLC 401(k) Plan vs every filed plan by assets

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

$17,663,594 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

Anew Climate, 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. Anew Climate, LLC 401(k) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Anew Climate, LLC 401(k) Plan reported participants rose from 11 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • Anew Climate, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Anew Climate, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 203316079 · Anew Climate, LLC PY 2024 · 401(k)

Anew Climate, LLC 401(k) Plan · $18M · 141 · 68th

  • PHOTO $18M
  • IND 141
  • EOY 68th
  • 5500 401(k)
  • ASSETS near Systematic Financial Management, L.P. 401(k) Plan & Trust
  • PCT ind #6012

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 Construction retirement plans → · Plans in Texas →

Anew Climate, LLC 401(k) Plan in the asset neighbourhood

Nautilus International Holding Corporation 401(k) PlanNautilus International Holdi…$18MAnew Climate, LLC 401(k) Plan$18MSystematic Financial Management, L.P. 401(k) Plan & TrustSystematic Financial Managem…$18MNetwork Adjusters, Incorporated 401(k) Profit Sharing Plan & TrustNetwork Adjusters, Incorpora…$18MParker & Harper Companies 401(k) Thrift PlanParker & Harper Companies 40…$18M
End-of-year total assets ($M) among Anew Climate, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$18M
Net Income$5M
Employer EIN203316079
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Anew Climate, LLC)

Sponsor-wide plan assets over time

All Anew Climate, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 38.528148509603945% vs 2023
2024 filing year
$12M$14M$16M$18M$20M 20232024 $12.8M $17.7M ▲ +38.5%
Year Plans Participants Total Assets
2023 1 11 $13M
2024 1 141 $18M

Nearby 401(k) Plans in Texas

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

Anew Climate, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Anew Climate, LLC 401(k) Plan, Total assets ($B): 0.017663594 · Participants: 141Anew Climate, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Anew Climate, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Anew Climate, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Systematic Financial Management, L.P. 401(k) Plan & Trust in NJ ($18M); by covered participants it is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants). Same-state nearby plans are listed separately above.

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 Anew Climate, LLC 401(k) Plan assets move in 2024?
Anew Climate, LLC 401(k) Plan surged - up 38.5% during 2024, from $13M to $18M. Reported net income was $5M.
How have Anew Climate, LLC plan assets changed over time?
Across 2 plan years on file (2023-2024), Anew Climate, LLC's sponsor-wide assets grew 38.5%, from $13M to $18M.
Which 401(k) plans are similar in size to Anew Climate, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Systematic Financial Management, L.P. 401(k) Plan & Trust in NJ ($18M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Anew Climate, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Vonlehman & Co., Inc. Employee's Savings Plan in KY (141 participants, N/A in assets).