401(k) · DOL Form 5500 · 2022
Cleveland Brothers Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $224M
- Total assets Near avg plan size
- 1,002
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $223,145
- Avg per participant Above avg balance/head
Official DOL plan name: Cleveland Brothers Retirement Plan · Sponsored by Cleveland Brothers Holdings, Inc. · Pennsylvania · Wholesale Trade
$224M in assets, 1,002 participants
Cleveland Brothers Holdings, Inc.'s Cleveland Brothers Retirement Plan reported $224M in total assets and 1,002 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #6,646 in Wholesale Trade (6,843 peers)
Where Cleveland Brothers Retirement Plan sits by assets
Cleveland Brothers Retirement Plan sits in the top 5% of all filed plans by assets, $224M for 1,002 participants (~$223,145/participant), down 16.0% in 2022.
- #6,646
- in Wholesale Trade (6,843 peers)
- -16.0%
- assets change YoY
- 2.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cleveland Brothers Retirement Plan's outsized position by total assets
Cleveland Brothers Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$223,591,520 Top 4% higher than 96% 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
Cleveland Brothers Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cleveland Brothers Retirement Plan lands in the large band (1,002 participants).
EBSA filing schedule strip
Filing strip 203561796 · Cleveland Brothers Holdings, Inc. PY 2022 · 401(k)
Cleveland Brothers Retirement Plan · $224M · 1,002 · 96th
- PCT $224M
- PCT 1,002
- PCT 96th
- PCT 401(k)
- PCT near Tradeweb Markets LLC 401(k) Plan
- PCT ind #6646
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 in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $266M |
|---|---|
| Net Assets (End of Year) | $224M |
| Net Income | -$42M |
| Employer EIN | 203561796 |
| Plan Effective Date | 1949-11-01 |
| Filing Status | FILING 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
| 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.
- 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
Cleveland Brothers Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Tradeweb Markets LLC 401(k) Plan in NY ($224M); by covered participants it is Nuco2 Management LLC 401(k) Savings & Retirement Plan in FL (1,002 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($224M here).
- Tradeweb Markets LLC 401(k) Plan (NY) $224M · 765
- Life Fitness, LLC 401(k) Savings Plan (IL) $224M · 1,337
- Lane Powell PC 401(k) Profit Sharing Plan (WA) $224M · 355
- Metals Technologies LLC Savings Plan (GA) $223M · 916
Similar participant headcount
Nearest other-state filings by covered participants (1,002 participants); asset peers above are excluded.
- Nuco2 Management LLC 401(k) Savings & Retirement Plan (FL) 1,002 · 0 off
- Mazars USA LLP Retirement & Savings Plan (NY) 1,002 · 0 off
- Artisanal Brewing Ventures 401(k) Plan (NC) 1,002 · 0 off
- Functional Pathways 401(k) Plan (TN) 1,002 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.