401(k) · DOL Form 5500 · 2023

Cleveland Bakers and Affiliated Union 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
1,216
Participants Near avg headcount
55th
Percentile by assets National rank
$7,089
Avg per participant Low balance/head
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Official DOL plan name: Cleveland Bakers and Affiliated Unions 401(k) Plan · Sponsored by Cleveland Bakers and Affiliated Union 401(k) Plan · Ohio · Manufacturing

$9M in assets, 1,216 participants

Cleveland Bakers and Affiliated Union 401(k) Plan's Cleveland Bakers and Affiliated Unions 401(k) Plan reported $9M in total assets and 1,216 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.

  • #7,653 in Manufacturing (18,722 peers)

Cleveland Bakers and Affiliated Union 401(k) Plan multi-year trail

Cleveland Bakers and Affiliated Union 401(k) Plan's plans moved +64.7% in assets from 2022 to 2024; this filing shows Cleveland Bakers and Affiliated Unions 401(k) Plan at $9M / 1,216 participants.

#7,653
in Manufacturing (18,722 peers)
+29.9%
assets growth YoY

Cleveland Bakers and Affiliated Unions 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Cleveland Bakers and Affiliated Unions 401(k) Plan vs every filed plan by assets

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

$8,620,665 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 Bakers and Affiliated Unions 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cleveland Bakers and Affiliated Unions 401(k) Plan lands in the large band (1,216 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cleveland Bakers and Affiliated Unions 401(k) Plan reported net income rose from -$433K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Cleveland Bakers and Affiliated Unions 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Cleveland Bakers and Affiliated Unions 401(k) Plan reported participants fell from 1,291 in the plan year 2022 filing to 1,216 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 340082405 · Cleveland Bakers and Affiliated Union 401(k) Plan PY 2023 · 401(k)

Cleveland Bakers and Affiliated Unions 401(k) Plan · $9M · 1,216 · 55th

  • 5500 $9M
  • ASSETS 1,216
  • PCT 55th
  • EIN 401(k)
  • RANK near Chiaramonte Construction Company 401(k) Plan
  • PHOTO ind #7653

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 Manufacturing retirement plans → · Plans in Ohio →

Cleveland Bakers and Affiliated Unions 401(k) Plan in the asset neighbourhood

Cleveland Bakers and Affiliated Unions 401(k) PlanCleveland Bakers and Affilia…$9MChiaramonte Construction Company 401(k) PlanChiaramonte Construction Com…$9MChurchill Linen Service, Inc. 401(k) Profit Sharing PlanChurchill Linen Service, Inc…$9MPhoenix Paper Wickliffe LLC 401(k) PlanPhoenix Paper Wickliffe LLC …$9MBuitoni Food Company 401(k) PlanBuitoni Food Company 401(k) …$9M
End-of-year total assets ($M) among Cleveland Bakers and Affiliated Unions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Cleveland Bakers and Affiliated Union 401(k) Plan multi-year asset trail

Sponsor-wide plan assets over time

All Cleveland Bakers and Affiliated Union 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$11M 64.74888051757823% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.64M $10.9M ▲ +64.6%
Year Plans Participants Total Assets
2022 1 1,291 $7M
2023 1 1,216 $9M
2024 1 1,835 $11M

Cleveland Bakers and Affiliated Union 401(k) Plan filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN340082405
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Cleveland Bakers and Affiliated Unions 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Cleveland Bakers and Affiliated Unions 401(k) Plan, Total assets ($B): 0.008620665 · Participants: 1216Cleveland Bakers and Affiliated Unions 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 Bakers and Affiliated Unions 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Cleveland Bakers and Affiliated Unions 401(k) Plan side-by-side with 3 peers →

Cleveland Bakers and Affiliated Unions 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Chiaramonte Construction Company 401(k) Plan in DC ($9M); by covered participants it is Clif Bar & Company Retirement Savings Plan in CA (1,216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,216 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 Bakers and Affiliated Unions 401(k) Plan assets move in 2023? ▼
Cleveland Bakers and Affiliated Unions 401(k) Plan grew sharply - up 29.9% during 2023, from $7M to $9M. Reported net income was $2M.
How have Cleveland Bakers and Affiliated Union 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleveland Bakers and Affiliated Union 401(k) Plan's sponsor-wide assets grew 64.7%, from $7M to $11M.
Which 401(k) plans are similar in size to Cleveland Bakers and Affiliated Unions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chiaramonte Construction Company 401(k) Plan in DC ($9M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Cleveland Bakers and Affiliated Unions 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clif Bar & Company Retirement Savings Plan in CA (1,216 participants, $205M 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 340082405.

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.