401(k) · DOL Form 5500 · 2023
The Cleaver-Brooks Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $103M
- Total assets Near avg plan size
- 841
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $122,416
- Avg per participant Near avg balance/head
Official DOL plan name: Cleaver-Brooks Inc. Retirement and Savings Plan · Sponsored by The Cleaver-Brooks Company, Inc. · Georgia · Manufacturing
$103M in assets, 841 participants
The Cleaver-Brooks Company, Inc.'s Cleaver-Brooks Inc. Retirement and Savings Plan reported $103M in total assets and 841 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #16,317 in Manufacturing (18,722 peers)
Where Cleaver-Brooks Inc. Retirement and Savings Plan sits by assets
Cleaver-Brooks Inc. Retirement and Savings Plan sits in the top 10% of all filed plans by assets, $103M for 841 participants (~$122,416/participant), up 14.3% in 2023.
- #16,317
- in Manufacturing (18,722 peers)
- +14.3%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Cleaver-Brooks Inc. Retirement and Savings Plan's outsized position by total assets
Cleaver-Brooks Inc. Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$102,952,125 Top 9% higher than 91% 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
Cleaver-Brooks Inc. Retirement and Savings 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. Cleaver-Brooks Inc. Retirement and Savings Plan sits mid-pack in the medium band (841 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cleaver-Brooks Inc. Retirement and Savings Plan reported net income rose from -$24M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Cleaver-Brooks Inc. Retirement and Savings Plan end-of-year assets rose from $90M in the plan year 2022 filing to $103M in the plan year 2023 filing.
- Cleaver-Brooks Inc. Retirement and Savings Plan reported participants rose from 798 in the plan year 2022 filing to 841 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 872266456 · The Cleaver-Brooks Company, Inc. PY 2023 · 401(k)
Cleaver-Brooks Inc. Retirement and Savings Plan · $103M · 841 · 91st
- PCT $103M
- EIN 841
- RANK 91st
- PHOTO 401(k)
- IND near Deka Research & Development Corp. 401(k) Plan
- EOY ind #16317
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 Georgia →
Cleaver-Brooks Inc. Retirement and Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $90M |
|---|---|
| Net Assets (End of Year) | $103M |
| Net Income | $13M |
| Employer EIN | 872266456 |
| Plan Effective Date | 1961-04-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Cleaver-Brooks Company, Inc.)
Sponsor-wide plan assets over time
All The Cleaver-Brooks Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $112M 10.985794367135112% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 863 | $101M |
| 2023 | 2 | 896 | $116M |
| 2024 | 1 | 956 | $112M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Cleaver-Brooks Inc. Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Deka Research & Development Corp. 401(k) Plan in NH ($103M); by covered participants it is Colony Tire Corporation 401(k) Plan in NC (841 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($103M here).
- Deka Research & Development Corp. 401(k) Plan (NH) $103M · 852
- Schrodinger, Inc. 401(k) Profit Sharing Plan & Trust (OR) $103M · 574
- Horne LLP Profit Sharing Plan (MS) $103M · 1,839
- Detroit Entertainment, L.L.C. Profit Sharing and 401(k) Plan (MI) $103M · 1,505
Similar participant headcount
Nearest other-state filings by covered participants (841 participants); asset peers above are excluded.
- Colony Tire Corporation 401(k) Plan (NC) 841 · 0 off
- Cafe Services, Inc. 401(k) Plan (NH) 841 · 0 off
- Team Pj Ops 401(k) Plan (KY) 841 · 0 off
- Hth Companies, Inc. Retirement Plan (MO) 841 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.