401(k) · DOL Form 5500 · 2022

Cleveland Group, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
129
Participants Small participant base
83rd
Percentile by assets National rank
$233,756
Avg per participant Above avg balance/head
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Official DOL plan name: Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan · Sponsored by Cleveland Group, Inc. · Georgia · Construction

$30M in assets, 129 participants

Cleveland Group, Inc.'s Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan reported $30M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #8,129 in Construction (9,927 peers)

Coverage in Georgia

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan covers 129 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $30M.

#8,129
in Construction (9,927 peers)
-17.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan's outsized position by total assets

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$30,154,505 Top 17% higher than 83% of 139,123 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 2022

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan sits mid-pack in the medium band (129 participants).

Form 5500 schedule snapshot

Filing strip 586019940 · Cleveland Group, Inc. PY 2022 · 401(k)

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan · $30M · 129 · 83rd

  • PHOTO $30M
  • IND 129
  • EOY 83rd
  • 5500 401(k)
  • ASSETS near Auria Solutions USA, Inc. Hourly Employees' Retirement Savings Plan
  • PCT ind #8129

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 Georgia →

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan in the asset neighbourhood

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing PlanCleveland Group, Inc. and Su…$30MAuria Solutions USA, Inc. Hourly Employees' Retirement Savings PlanAuria Solutions USA, Inc. Ho…$30MBj's Restaurants, Inc. 401(k) PlanBj's Restaurants, Inc. 401(k…$30MTouchmark Living Centers Inc. Employee Savings & Retirement PlanTouchmark Living Centers Inc…$30MGamma Technologies, LLC Retirement PlanGamma Technologies, LLC Reti…$30M
End-of-year total assets ($M) among Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$30M
Net Income-$6M
Employer EIN586019940
Plan Effective Date1959-03-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Cleveland Group, Inc.)

Sponsor-wide plan assets over time

All Cleveland Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 30.948911282078743% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.2M $39.5M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 129 $30M
2023 1 129 $34M
2024 1 129 $39M

Nearby 401(k) Plans in Georgia

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

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan, Total assets ($B): 0.030154505 · Participants: 129Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Auria Solutions USA, Inc. Hourly Employees' Retirement Savings Plan in MI ($30M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan assets move in 2022? ▼
Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan declined sharply - down 17.4% during 2022, from $37M to $30M. Reported net income was -$6M.
How have Cleveland Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleveland Group, Inc.'s sponsor-wide assets grew 30.9%, from $30M to $39M.
Where does Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Auria Solutions USA, Inc. Hourly Employees' Retirement Savings Plan in MI ($30M, 1,148 participants).
Which 401(k) plans cover a similar participant headcount to Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 586019940.

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.