401(k) · DOL Form 5500 · 2023
United Cerebral Palsy Association of Greater Cleveland 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $26,288
- Avg per participant Low balance/head
Official DOL plan name: United Cerebral Palsy Association Retirement Plan · Sponsored by United Cerebral Palsy Association of Greater Cleveland · Ohio · Healthcare & Social Assistance
$4M in assets, 150 participants
United Cerebral Palsy Association of Greater Cleveland's United Cerebral Palsy Association Retirement Plan reported $4M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #7,519 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
United Cerebral Palsy Association Retirement Plan covers 150 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $4M.
- #7,519
- in Healthcare & Social Assistance (17,684 peers)
- +23.9%
- assets growth YoY
United Cerebral Palsy Association Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
United Cerebral Palsy Association Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,943,157 40th percentile higher than 40% 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
United Cerebral Palsy Association 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. United Cerebral Palsy Association Retirement Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Cerebral Palsy Association Retirement Plan reported net income rose from -$562K in the plan year 2022 filing to $760K in the plan year 2023 filing.
- United Cerebral Palsy Association Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- United Cerebral Palsy Association Retirement Plan reported participants fell from 153 in the plan year 2022 filing to 150 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 340753561 · United Cerebral Palsy Association of Greater Cleveland PY 2023 · 401(k)
United Cerebral Palsy Association Retirement Plan · $4M · 150 · 40th
- 5500 $4M
- 5500 150
- 5500 40th
- 5500 401(k)
- 5500 near Jewish Community Services 401(k) Plan
- 5500 ind #7519
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
United Cerebral Palsy Association Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $760K |
| Employer EIN | 340753561 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Cerebral Palsy Association of Greater Cleveland)
Sponsor-wide plan assets over time
All United Cerebral Palsy Association of Greater Cleveland plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 32.27477689041138% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $3M |
| 2023 | 1 | 150 | $4M |
| 2024 | 1 | 165 | $4M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
United Cerebral Palsy Association Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Jewish Community Services 401(k) Plan in FL ($4M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 150 · 0 off
- Controlscan Holdings, Inc. 401(k) Plan (KY) 150 · 0 off
- Infovista 401(k) Retirement Plan (MA) 150 · 0 off
- Jones Edmunds & Associates, Inc. 401(k) Plan (FL) 150 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.