401(k) · DOL Form 5500 · 2022

Cleveland Brothers Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
332
Participants Below avg headcount
88th
Percentile by assets National rank
$156,061
Avg per participant Above avg balance/head
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Official DOL plan name: Cleveland Brothers Retirement Plan for Union Employees · Sponsored by Cleveland Brothers Holdings, Inc. · Pennsylvania · Wholesale Trade

$52M in assets, 332 participants

Cleveland Brothers Holdings, Inc.'s Cleveland Brothers Retirement Plan for Union Employees reported $52M in total assets and 332 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,131 in Wholesale Trade (6,843 peers)

Coverage in Pennsylvania

Cleveland Brothers Retirement Plan for Union Employees covers 332 participants in Pennsylvania, about 40% of the average Pennsylvania filer (state average ~822 per filing). Assets: $52M.

#6,131
in Wholesale Trade (6,843 peers)
-17.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cleveland Brothers Retirement Plan for Union Employees's outsized position by total assets

Cleveland Brothers Retirement Plan for Union Employees vs every filed plan by assets

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

$51,812,344 Top 12% higher than 88% 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 Brothers Retirement Plan for Union Employees 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 Brothers Retirement Plan for Union Employees sits mid-pack in the medium band (332 participants).

EBSA filing schedule strip

Filing strip 203561796 · Cleveland Brothers Holdings, Inc. PY 2022 · 401(k)

Cleveland Brothers Retirement Plan for Union Employees · $52M · 332 · 88th

  • NET $52M
  • BOOK 332
  • VS-ST 88th
  • BOY 401(k)
  • SCH near Hawaii State Federal Credit Union 401(k) Plan
  • EBSA ind #6131

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Cleveland Brothers Retirement Plan for Union Employees in the asset neighbourhood

Centerline Logistics Corporation 401(k) Retirement Savings PlanCenterline Logistics Corpora…$52MVernon Memorial Healthcare Employees Pension & Savings PlanVernon Memorial Healthcare E…$52MCleveland Brothers Retirement Plan for Union EmployeesCleveland Brothers Retiremen…$52MHawaii State Federal Credit Union 401(k) PlanHawaii State Federal Credit …$52MTrue Companies Employees 401(k) Savings PlanTrue Companies Employees 401…$52M
End-of-year total assets ($M) among Cleveland Brothers Retirement Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$52M
Net Income-$11M
Employer EIN203561796
Plan Effective Date2006-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Cleveland Brothers Holdings, Inc.)

Sponsor-wide plan assets over time

All Cleveland Brothers Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$349M 26.706992753013807% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $275M $349M ▲ +26.7%
Year Plans Participants Total Assets
2022 2 1,334 $275M
2023 2 1,382 $319M
2024 2 1,472 $349M

Nearby 401(k) Plans in Pennsylvania

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

Cleveland Brothers Retirement Plan for Union Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Cleveland Brothers Retirement Plan for Union Employees, Total assets ($B): 0.051812344 · Participants: 332Cleveland Brothers Retirement Plan for Union EmployeesComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Cleveland Brothers Retirement Plan for Union Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Cleveland Brothers Retirement Plan for Union Employees side-by-side with 3 peers →

Cleveland Brothers Retirement Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hawaii State Federal Credit Union 401(k) Plan in HI ($52M); by covered participants it is Lawrence Paper Co Employees 401(k) Profit Sharing Plan & Trust in KS (332 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Brothers Retirement Plan for Union Employees assets move in 2022? ▼
Cleveland Brothers Retirement Plan for Union Employees declined sharply - down 17.0% during 2022, from $62M to $52M. Reported net income was -$11M.
How have Cleveland Brothers Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleveland Brothers Holdings, Inc.'s sponsor-wide assets grew 26.7%, from $275M to $349M.
Where does Cleveland Brothers Retirement Plan for Union Employees rank by assets among Form 5500 filers? ▼
Cleveland Brothers Retirement Plan for Union Employees ranks in the 88th 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 Brothers Retirement Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Hawaii State Federal Credit Union 401(k) Plan in HI ($52M, 372 participants).
Which 401(k) plans cover a similar participant headcount to Cleveland Brothers Retirement Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Lawrence Paper Co Employees 401(k) Profit Sharing Plan & Trust in KS (332 participants, $24M 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 203561796.

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.