401(k) · DOL Form 5500 · 2023

Cleveland, Waters & Bass, PA 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
30
Participants Small participant base
55th
Percentile by assets National rank
$276,958
Avg per participant High balance/head
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Official DOL plan name: Cleveland, Waters & Bass, P.a. Profit Sharing Plan · Sponsored by Cleveland, Waters & Bass, PA · New Hampshire · Professional & Technical Services

$8M in assets, 30 participants

Cleveland, Waters & Bass, PA's Cleveland, Waters & Bass, P.a. Profit Sharing Plan reported $8M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,790 in Professional & Technical Services (20,321 peers)

Cleveland, Waters & Bass, PA multi-year trail

Cleveland, Waters & Bass, PA's plans moved +19.2% in assets from 2022 to 2024; this filing shows Cleveland, Waters & Bass, P.a. Profit Sharing Plan at $8M / 30 participants.

#10,790
in Professional & Technical Services (20,321 peers)
+1.5%
assets growth YoY

Cleveland, Waters & Bass, P.a. Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Cleveland, Waters & Bass, P.a. Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$8,308,754 Top 45% higher than 55% of 127,068 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 2023

Cleveland, Waters & Bass, P.a. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cleveland, Waters & Bass, P.a. Profit Sharing Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cleveland, Waters & Bass, P.a. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $124K in the plan year 2023 filing.
  • Cleveland, Waters & Bass, P.a. Profit Sharing Plan reported participants fell from 32 in the plan year 2022 filing to 30 in the plan year 2023 filing.
  • Cleveland, Waters & Bass, P.a. Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 020417574 · Cleveland, Waters & Bass, PA PY 2023 · 401(k)

Cleveland, Waters & Bass, P.a. Profit Sharing Plan · $8M · 30 · 55th

  • EOY $8M
  • EOY 30
  • EOY 55th
  • EOY 401(k)
  • EOY near The Results Companies LLC 401 (K) Plan
  • EOY ind #10790

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 Professional & Technical Services retirement plans → · Plans in New Hampshire →

Cleveland, Waters & Bass, P.a. Profit Sharing Plan in the asset neighbourhood

Cleveland, Waters & Bass, P.a. Profit Sharing PlanCleveland, Waters & Bass, P.…$8MThe Results Companies LLC 401 (K) PlanThe Results Companies LLC 40…$8MHawksoft 401(k) Plan$8MJavs Employee Retirement Plan$8MSouthwestern Wire, Inc. 401(k) Profit Sharing Retirement PlanSouthwestern Wire, Inc. 401(…$8M
End-of-year total assets ($M) among Cleveland, Waters & Bass, P.a. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cleveland, Waters & Bass, PA multi-year asset trail

Sponsor-wide plan assets over time

All Cleveland, Waters & Bass, PA plans reported in each filing year

Latest sponsor-wide plan assets
$10M 19.159763317947395% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.18M $9.75M ▲ +19.2%
Year Plans Participants Total Assets
2022 1 32 $8M
2023 1 30 $8M
2024 1 31 $10M

Cleveland, Waters & Bass, PA filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$124K
Employer EIN020417574
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Cleveland, Waters & Bass, P.a. Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Cleveland, Waters & Bass, P.a. Profit Sharing Plan, Total assets ($M): 8.308754 · Participants: 30Cleveland, Waters & Bass, P.a. Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Cleveland, Waters & Bass, P.a. Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Cleveland, Waters & Bass, P.a. Profit Sharing Plan side-by-side with 3 peers →

Cleveland, Waters & Bass, P.a. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is The Results Companies LLC 401 (K) Plan in FL ($8M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Cleveland, Waters & Bass, P.a. Profit Sharing Plan assets move in 2023? ▼
Cleveland, Waters & Bass, P.a. Profit Sharing Plan edged up modestly - up 1.5% during 2023, from $8M to $8M. Reported net income was $124K.
How have Cleveland, Waters & Bass, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleveland, Waters & Bass, PA's sponsor-wide assets grew 19.2%, from $8M to $10M.
Which 401(k) plans are similar in size to Cleveland, Waters & Bass, P.a. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Results Companies LLC 401 (K) Plan in FL ($8M, 7,111 participants).
Which 401(k) plans cover a similar participant headcount to Cleveland, Waters & Bass, P.a. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020417574.

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.