ESOP · DOL Form 5500 · 2024

Climate Design Air Conditioning, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
34
Participants Small participant base
54th
Percentile by assets National rank
$273,181
Avg per participant High balance/head
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Official DOL plan name: Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan · Sponsored by Climate Design Air Conditioning, Inc. · Florida · Construction

$9M in assets, 34 participants

Climate Design Air Conditioning, Inc.'s Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan reported $9M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #4,743 in Construction (9,039 peers)

What the 2024 filing shows

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan holds $9M for 34 participants - about $273,181 per participant, above the median plan by assets.

#4,743
in Construction (9,039 peers)
-6.2%
assets change YoY

The plan reported a net loss of $216K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,288,142 Top 46% higher than 54% 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

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$216K in the plan year 2024 filing.
  • Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan reported participants rose from 32 in the plan year 2023 filing to 34 in the plan year 2024 filing.
  • Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan end-of-year assets fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 591453509 · Climate Design Air Conditioning, Inc. PY 2024 · ESOP

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan · $9M · 34 · 54th

  • PHOTO $9M
  • IND 34
  • EOY 54th
  • 5500 ESOP
  • ASSETS near The Northridge Group, Inc. Employee Stock Ownership Plan
  • PCT ind #4743

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 What is an ESOP? → · Plans in Florida →

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Northridge Group, Inc. Employee Stock Ownership PlanThe Northridge Group, Inc. E…$9MClimate Design Air Conditioning, Inc. Employee Stock Ownership PlanClimate Design Air Condition…$9MContinuum Dynamics, Inc. Employee Stock Ownership PlanContinuum Dynamics, Inc. Emp…$9MFlippo Construction Company, Inc. Employee Stock Ownership PlanFlippo Construction Company,…$9MCondor Capital Management Employee Stock Ownership PlanCondor Capital Management Em…$9M
End-of-year total assets ($M) among Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$216K
Employer EIN591453509
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Climate Design Air Conditioning, Inc.)

Sponsor-wide plan assets over time

All Climate Design Air Conditioning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 8.632680720707402% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.55M $9.29M ▲ +8.7%
Year Plans Participants Total Assets
2022 1 36 $9M
2023 1 32 $10M
2024 1 34 $9M

Nearby ESOP Plans in Florida

Peer ESOP plans, same state, same plan type, ranked by total assets.

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.009288142 · Participants: 34Climate Design Air Conditioning, Inc. Employee Stock Ownership PlanPublix Super Markets, Inc. Employee Stock Ownership Plan & Trust, Total assets ($B): 14.286420169 · Participants: 149213Publix Super Markets, Inc. Employee Stock Ownership Plan & TrustRaymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan, Total assets ($B): 1.130328955 · Participants: 16036Raymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanSummit Companies Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.75388536 · Participants: 354Summit Companies Holdings, Inc. Employee Stock Ownership PlanThirty Fifteen Employee Stock Ownership Plan, Total assets ($B): 0.724566492 · Participants: 4730Thirty Fifteen Employee Stock Ownership PlanWestern Global Airlines, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.441212218 · Participants: 353Western Global Airlines, Inc. Employee Stock Ownership Plan
Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Florida, assets vs. participants
Compare Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Florida, the nearest ESOP by assets is The Northridge Group, Inc. Employee Stock Ownership Plan in IL ($9M); by covered participants it is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan pulled back noticeably - down 6.2% during 2024, from $10M to $9M. Reported net income was -$216K.
How have Climate Design Air Conditioning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Climate Design Air Conditioning, Inc.'s sponsor-wide assets grew 8.6%, from $9M to $9M.
Which ESOP plans are similar in size to Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Northridge Group, Inc. Employee Stock Ownership Plan in IL ($9M, 51 participants).
Which ESOP plans cover a similar participant headcount to Climate Design Air Conditioning, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Custom Interface, Inc. Employee Stock Ownership Plan and Trust in WA (34 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 591453509.

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.