401(k) · DOL Form 5500 · 2023

Cleveland Brothers Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
344
Participants Below avg headcount
87th
Percentile by assets National rank
$172,711
Avg per participant Above avg balance/head
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Official DOL plan name: Cleveland Brothers Retirement Plan for Union Employees · Sponsored by Cleveland Brothers Holdings, Inc. · Pennsylvania · Wholesale Trade

$59M in assets, 344 participants

Cleveland Brothers Holdings, Inc.'s Cleveland Brothers Retirement Plan for Union Employees reported $59M in total assets and 344 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #5,593 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

Cleveland Brothers Retirement Plan for Union Employees covers 344 participants in Pennsylvania, about 42% of the average Pennsylvania filer (state average ~822 per filing). Assets: $59M.

#5,593
in Wholesale Trade (6,309 peers)
+14.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Cleveland Brothers Retirement Plan for Union Employees's outsized position by total assets

Cleveland Brothers Retirement Plan for Union Employees vs every filed plan by assets

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

$59,412,588 Top 13% higher than 87% 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 Brothers Retirement Plan for Union Employees 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 Brothers Retirement Plan for Union Employees sits mid-pack in the medium band (344 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cleveland Brothers Retirement Plan for Union Employees reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Cleveland Brothers Retirement Plan for Union Employees end-of-year assets rose from $52M in the plan year 2022 filing to $59M in the plan year 2023 filing.
  • Cleveland Brothers Retirement Plan for Union Employees reported participants rose from 332 in the plan year 2022 filing to 344 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 203561796 · Cleveland Brothers Holdings, Inc. PY 2023 · 401(k)

Cleveland Brothers Retirement Plan for Union Employees · $59M · 344 · 87th

  • 5500 $59M
  • ASSETS 344
  • PCT 87th
  • EIN 401(k)
  • RANK near Japan Airlines Tax Advantaged Savings Account Plan
  • PHOTO ind #5593

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Cleveland Brothers Retirement Plan for Union Employees in the asset neighbourhood

Best Friends Animal Society 401(k) Savings PlanBest Friends Animal Society …$59MCleveland Brothers Retirement Plan for Union EmployeesCleveland Brothers Retiremen…$59MJapan Airlines Tax Advantaged Savings Account PlanJapan Airlines Tax Advantage…$59MMiller & Long Employees Combined Retirement PlanMiller & Long Employees Comb…$59MSentinel Benefits Group, Inc. Profit Sharing & 401(k) TrustSentinel Benefits Group, Inc…$59M
End-of-year total assets ($M) among Cleveland Brothers Retirement Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$59M
Net Income$8M
Employer EIN203561796
Plan Effective Date2006-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Cleveland Brothers Holdings, Inc.)

Sponsor-wide plan assets over time

All Cleveland Brothers Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$349M 26.706992753013807% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $275M $349M ▲ +26.7%
Year Plans Participants Total Assets
2022 2 1,334 $275M
2023 2 1,382 $319M
2024 2 1,472 $349M

Nearby 401(k) Plans in Pennsylvania

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

Cleveland Brothers Retirement Plan for Union Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Cleveland Brothers Retirement Plan for Union Employees, Total assets ($B): 0.059412588 · Participants: 344Cleveland Brothers Retirement Plan for Union EmployeesComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Cleveland Brothers Retirement Plan for Union Employees vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Cleveland Brothers Retirement Plan for Union Employees side-by-side with 3 peers →

Cleveland Brothers Retirement Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Japan Airlines Tax Advantaged Savings Account Plan in CA ($59M); by covered participants it is Ross & Baruzzini, Inc. Profit Sharing Plan in MO (344 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (344 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 Brothers Retirement Plan for Union Employees assets move in 2023? ▼
Cleveland Brothers Retirement Plan for Union Employees grew at a solid clip - up 14.7% during 2023, from $52M to $59M. Reported net income was $8M.
How have Cleveland Brothers Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleveland Brothers Holdings, Inc.'s sponsor-wide assets grew 26.7%, from $275M to $349M.
Where does Cleveland Brothers Retirement Plan for Union Employees rank by assets among Form 5500 filers? ▼
Cleveland Brothers Retirement Plan for Union Employees ranks in the 87th 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 Brothers Retirement Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Japan Airlines Tax Advantaged Savings Account Plan in CA ($59M, 324 participants).
Which 401(k) plans cover a similar participant headcount to Cleveland Brothers Retirement Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Ross & Baruzzini, Inc. Profit Sharing Plan in MO (344 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 203561796.

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.