Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
ESOP
401k
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CLIMA-TECH EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $22.6M | 60 | 2025 | |
| 005 | CLIMA-TECH CORP 401(K) PLAN | 401k | $9.5M | 52 | 2025 |