401(k) · DOL Form 5500 · 2023

Cleveland Group, Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
129
Participants Small participant base
81st
Percentile by assets National rank
$267,388
Avg per participant High balance/head
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Official DOL plan name: Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan · Sponsored by Cleveland Group, Inc. · Georgia · Construction

$34M in assets, 129 participants

Cleveland Group, Inc.'s Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan reported $34M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,172 in Construction (9,030 peers)

Coverage in Georgia

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan covers 129 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $34M.

#7,172
in Construction (9,030 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan's outsized position by total assets

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan vs every filed plan by assets

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

$34,493,062 Top 19% higher than 81% 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 Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 586019940 · Cleveland Group, Inc. PY 2023 · 401(k)

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan · $34M · 129 · 81st

  • BOY $34M
  • BOY 129
  • BOY 81st
  • BOY 401(k)
  • BOY near Melissa & Doug, LLC 401(k) Profit Sharing Plan
  • BOY ind #7172

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 Construction retirement plans → · Plans in Georgia →

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan in the asset neighbourhood

Edrington Americas 401(k) PlanEdrington Americas 401(k) Pl…$34MCleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing PlanCleveland Group, Inc. and Su…$34MMelissa & Doug, LLC 401(k) Profit Sharing PlanMelissa & Doug, LLC 401(k) P…$34MSilver Eagle Beverages 401(k) PlanSilver Eagle Beverages 401(k…$34MCulver Franchising System, LLC 401(k) Retirement PlanCulver Franchising System, L…$34M
End-of-year total assets ($M) among Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN586019940
Plan Effective Date1959-03-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Cleveland Group, Inc.)

Sponsor-wide plan assets over time

All Cleveland Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 30.948911282078743% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.2M $39.5M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 129 $30M
2023 1 129 $34M
2024 1 129 $39M

Nearby 401(k) Plans in Georgia

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

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan, Total assets ($B): 0.034493062 · Participants: 129Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Melissa & Doug, LLC 401(k) Profit Sharing Plan in CT ($34M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan assets move in 2023? ▼
Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan grew at a solid clip - up 14.4% during 2023, from $30M to $34M. Reported net income was $4M.
How have Cleveland Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleveland Group, Inc.'s sponsor-wide assets grew 30.9%, from $30M to $39M.
Where does Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Melissa & Doug, LLC 401(k) Profit Sharing Plan in CT ($34M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 586019940.

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.