401(k) · DOL Form 5500 · 2022

Cleveland Bakers & Affiliated Unions 401 (K) Plan 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
1,291
Participants Near avg headcount
56th
Percentile by assets National rank
$5,141
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cleveland Bakers and Affiliated Unions 401(k) Plan · Sponsored by Cleveland Bakers & Affiliated Unions 401 (K) Plan · Ohio · Manufacturing

$7M in assets, 1,291 participants

Cleveland Bakers & Affiliated Unions 401 (K) Plan's Cleveland Bakers and Affiliated Unions 401(k) Plan reported $7M in total assets and 1,291 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #8,583 in Manufacturing (20,602 peers)

Cleveland Bakers & Affiliated Unions 401 (K) Plan multi-year trail

Cleveland Bakers & Affiliated Unions 401 (K) Plan's plans moved +64.7% in assets from 2022 to 2024; this filing shows Cleveland Bakers and Affiliated Unions 401(k) Plan at $7M / 1,291 participants.

#8,583
in Manufacturing (20,602 peers)
-5.9%
assets change YoY

The plan reported a net loss of $433K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cleveland Bakers and Affiliated Unions 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Cleveland Bakers and Affiliated Unions 401(k) Plan vs every filed plan by assets

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

$6,637,219 Top 44% higher than 56% 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 Bakers and Affiliated Unions 401(k) 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 Bakers and Affiliated Unions 401(k) Plan lands in the large band (1,291 participants).

EBSA filing schedule strip

Filing strip 340082405 · Cleveland Bakers & Affiliated Unions 401 (K) Plan PY 2022 · 401(k)

Cleveland Bakers and Affiliated Unions 401(k) Plan · $7M · 1,291 · 56th

  • EBSA $7M
  • PART 1,291
  • TYPE 56th
  • NET 401(k)
  • BOOK near Equinox Group, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #8583

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 Manufacturing retirement plans → · Plans in Ohio →

Cleveland Bakers and Affiliated Unions 401(k) Plan in the asset neighbourhood

Cleveland Bakers and Affiliated Unions 401(k) PlanCleveland Bakers and Affilia…$7MEquinox Group, Inc. 401(k) Profit Sharing PlanEquinox Group, Inc. 401(k) P…$7MRsa Engineering, Inc. 401(k) PlanRsa Engineering, Inc. 401(k)…$7MLisata Therapeutics, Inc. 401(k) Profit Sharing Plan & TrustLisata Therapeutics, Inc. 40…$7MDbh Distributing, LLC Safe Harbor 401(k) PlanDbh Distributing, LLC Safe H…$7M
End-of-year total assets ($M) among Cleveland Bakers and Affiliated Unions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Cleveland Bakers & Affiliated Unions 401 (K) Plan multi-year asset trail

Sponsor-wide plan assets over time

All Cleveland Bakers & Affiliated Unions 401 (K) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$11M 64.74888051757823% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.64M $10.9M ▲ +64.6%
Year Plans Participants Total Assets
2022 1 1,291 $7M
2023 1 1,216 $9M
2024 1 1,835 $11M

Cleveland Bakers & Affiliated Unions 401 (K) Plan filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$433K
Employer EIN340082405
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Cleveland Bakers and Affiliated Unions 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Cleveland Bakers and Affiliated Unions 401(k) Plan, Total assets ($B): 0.006637219 · Participants: 1291Cleveland Bakers and Affiliated Unions 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Cleveland Bakers and Affiliated Unions 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cleveland Bakers and Affiliated Unions 401(k) Plan side-by-side with 3 peers →

Cleveland Bakers and Affiliated Unions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Equinox Group, Inc. 401(k) Profit Sharing Plan in MA ($7M); by covered participants it is Premier Health Consultants, LLC Retirement Savings Plan in LA (1,291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,291 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 Bakers and Affiliated Unions 401(k) Plan assets move in 2022? ▼
Cleveland Bakers and Affiliated Unions 401(k) Plan pulled back noticeably - down 5.9% during 2022, from $7M to $7M. Reported net income was -$433K.
How have Cleveland Bakers & Affiliated Unions 401 (K) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleveland Bakers & Affiliated Unions 401 (K) Plan's sponsor-wide assets grew 64.7%, from $7M to $11M.
Which 401(k) plans are similar in size to Cleveland Bakers and Affiliated Unions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Equinox Group, Inc. 401(k) Profit Sharing Plan in MA ($7M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Cleveland Bakers and Affiliated Unions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Health Consultants, LLC Retirement Savings Plan in LA (1,291 participants, $26M 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 340082405.

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.