401(k) · DOL Form 5500 · 2022

Cleveland Brothers Holdings, Inc. 401(k) Plan

Data updated 2026-08-11

$52M
Total assets: 332
Participants: 88th
Percentile by assets: $156,061
Avg per participant

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.

88th percentile by assets (of 139,126 plans)
#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.

$52M
total plan assets (2022 EOY): 332
covered participants: 88th
percentile by assets (of 139,126 plans): $156,061
avg assets per participant

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.

Where Cleveland Brothers Retirement Plan for Union Employees sits 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

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State

Pennsylvania

Industry

Wholesale Trade

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Cleveland Brothers Retirement Plan for Union Employees reports 332 participants - about 40% of that state average ($52M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$62M
Net Assets (End of Year)	$52M
Net Income	-$11M
Employer EIN	203561796
Plan Effective Date	2006-12-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Cleveland Brothers Holdings, Inc.)

Total plan assets by year, all Cleveland Brothers Holdings, Inc. plans on file

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

Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
Cigna 401(k) Plan $11.5B · 66,147
The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
The Vanguard Retirement and Savings Plan $8.1B · 17,073
The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071

Compare Cleveland Brothers Retirement Plan for U… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cleveland Brothers Retirement Plan for Union Employees by total assets, not by location.

Hawaii State Federal Credit Union 401(k) Plan (HI) $52M · 372
Centerline Logistics Corporation 401(k) Retirement Savings Plan (WA) $52M · 571
Vernon Memorial Healthcare Employees Pension & Savings Plan (WI) $52M · 438
True Companies Employees 401(k) Savings Plan (WY) $52M · 701

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).

Next read for Cleveland Brothers Retirement Plan for U…

Filing takeaways

Ways to act on Cleveland Brothers Retirement Plan for Union Employees's numbers.

By total assets, Cleveland Brothers Retirement Plan for Union Employees ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Cleveland Brothers Holdings, Inc.'s sponsor-wide assets have grown 26.7% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.