401(k) · DOL Form 5500 · 2023

Cleveland Research Company, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
105
Participants Small participant base
75th
Percentile by assets National rank
$224,293
Avg per participant Above avg balance/head
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Official DOL plan name: Cleveland Research Company, LLC Profit Sharing 401(k) Plan · Sponsored by Cleveland Research Company, LLC · Ohio · Finance & Insurance

$24M in assets, 105 participants

Cleveland Research Company, LLC's Cleveland Research Company, LLC Profit Sharing 401(k) Plan reported $24M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,581 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Cleveland Research Company, LLC Profit Sharing 401(k) Plan covers 105 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $24M.

#5,581
in Finance & Insurance (8,869 peers)
+29.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Cleveland Research Company, LLC Profit Sharing 401(k) Plan's outsized position by total assets

Cleveland Research Company, LLC Profit Sharing 401(k) Plan vs every filed plan by assets

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

$23,550,727 Top 25% higher than 75% 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 Research Company, LLC Profit Sharing 401(k) 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 Research Company, LLC Profit Sharing 401(k) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cleveland Research Company, LLC Profit Sharing 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cleveland Research Company, LLC Profit Sharing 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Cleveland Research Company, LLC Profit Sharing 401(k) Plan reported participants fell from 110 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 204642986 · Cleveland Research Company, LLC PY 2023 · 401(k)

Cleveland Research Company, LLC Profit Sharing 401(k) Plan · $24M · 105 · 75th

  • IND $24M
  • IND 105
  • IND 75th
  • IND 401(k)
  • IND near National Aquarium Inc. 401(k) Retirement Savings Plan
  • IND ind #5581

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 Finance & Insurance retirement plans → · Plans in Ohio →

Cleveland Research Company, LLC Profit Sharing 401(k) Plan in the asset neighbourhood

Cleveland Research Company, LLC Profit Sharing 401(k) PlanCleveland Research Company, …$24MNational Aquarium Inc. 401(k) Retirement Savings PlanNational Aquarium Inc. 401(k…$24MCrown Consulting, Inc. 401(k) Profit Sharing PlanCrown Consulting, Inc. 401(k…$24MRio Energy International, Inc. 401(k) & Profit Sharing PlanRio Energy International, In…$24MFamily Physicians, L.L.P. 401(k) Profit Sharing Plan & TrustFamily Physicians, L.L.P. 40…$24M
End-of-year total assets ($M) among Cleveland Research Company, LLC Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN204642986
Plan Effective Date2006-09-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Cleveland Research Company, LLC)

Sponsor-wide plan assets over time

All Cleveland Research Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 58.20947210648939% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.2M $28.8M ▲ +58.2%
Year Plans Participants Total Assets
2022 1 110 $18M
2023 1 105 $24M
2024 1 118 $29M

Nearby 401(k) Plans in Ohio

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

Cleveland Research Company, LLC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Cleveland Research Company, LLC Profit Sharing 401(k) Plan, Total assets ($B): 0.023550727 · Participants: 105Cleveland Research Company, LLC Profit Sharing 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Cleveland Research Company, LLC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cleveland Research Company, LLC Profit Sharing 401(k) Plan side-by-side with 3 peers →

Cleveland Research Company, LLC Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is National Aquarium Inc. 401(k) Retirement Savings Plan in MD ($24M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Research Company, LLC Profit Sharing 401(k) Plan assets move in 2023? ▼
Cleveland Research Company, LLC Profit Sharing 401(k) Plan grew sharply - up 29.2% during 2023, from $18M to $24M. Reported net income was $5M.
How have Cleveland Research Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleveland Research Company, LLC's sponsor-wide assets grew 58.2%, from $18M to $29M.
Where does Cleveland Research Company, LLC Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Cleveland Research Company, LLC Profit Sharing 401(k) Plan ranks in the 75th 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 Research Company, LLC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Aquarium Inc. 401(k) Retirement Savings Plan in MD ($24M, 352 participants).
Which 401(k) plans cover a similar participant headcount to Cleveland Research Company, LLC Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 204642986.

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.