401(k) · DOL Form 5500 · 2023

Cliff Berry, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 131
Participants Small participant base: 53rd
Percentile by assets National rank: $58,905
Avg per participant Low balance/head

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Official DOL plan name: Cbi Retirement Plan · Sponsored by Cliff Berry, Inc. · Florida · Administrative & Support Services

$8M in assets, 131 participants

Cliff Berry, Inc.'s Cbi Retirement Plan reported $8M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#3,199 in Administrative & Support Services (4,372 peers)

Coverage in Florida

Cbi Retirement Plan covers 131 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#3,199
in Administrative & Support Services (4,372 peers): +23.8%
assets growth YoY

Cbi Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Cbi Retirement Plan vs every filed plan by assets

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

$7,716,562 Top 47% higher than 53% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Cbi Retirement 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. Cbi Retirement Plan sits mid-pack in the medium band (131 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Cbi Retirement Plan reported net income rose from -$811K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Cbi Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Cbi Retirement Plan reported participants rose from 129 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 650511114 · Cliff Berry, Inc. PY 2023 · 401(k)

Cbi Retirement Plan · $8M · 131 · 53rd

PCT $8M
PCT 131
PCT 53rd
PCT 401(k)
PCT near Rps/Rph Employee Savings Plan
PCT ind #3199

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 Administrative & Support Services retirement plans → · Plans in Florida →

End-of-year total assets ($M) among Cbi Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	650511114
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cliff Berry, Inc.)

Latest sponsor-wide plan assets: $9M 43.72147464601011% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	129	$6M
2023	1	131	$8M
2024	1	149	$9M

Nearby 401(k) Plans in Florida

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

Cbi Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants

L3harris Retirement Savings Plan $15.4B · 40,665
Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
Adp Totalsource Retirement Savings Plan $8.0B · 308,867
Trinet 401(k) Plan $7.0B · 157,945
Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674

Compare Cbi Retirement Plan side-by-side with 3 peers →

Cbi Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Rps/Rph Employee Savings Plan in NV ($8M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

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

Rps/Rph Employee Savings Plan (NV) $8M · 398
Houston Retina Associates PA 401(k) Profit Sharing Plan & Trust (TX) $8M · 61
Preload Profit Sharing 401(k) Plan (KY) $8M · 276
Aqueos Corporation 401(k) Savings Plan (LA) $8M · 178

Similar participant headcount

Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.

Galen Healthcare Solutions, Inc. 401(k) Plan (IL) 131 · 0 off
Hg Detroit Consult 401(k) Profit Plan & Trust (MI) 131 · 0 off
Area Agency on Aging, Region One, Incorporated 401(k) Plan (AZ) 131 · 0 off
National Distributors, Inc. Profit Sharing and Employees Retirement Savings Plan (ME) 131 · 0 off

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 Cbi Retirement Plan assets move in 2023? ▼

Cbi Retirement Plan grew sharply - up 23.8% during 2023, from $6M to $8M. Reported net income was $1M.

How have Cliff Berry, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cliff Berry, Inc.'s sponsor-wide assets grew 43.7%, from $6M to $9M.

Which 401(k) plans are similar in size to Cbi Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Rps/Rph Employee Savings Plan in NV ($8M, 398 participants).

Which 401(k) plans cover a similar participant headcount to Cbi Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants, N/A 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 650511114.