401(k) · DOL Form 5500 · 2023

Cleveland Brothers Holdings, Inc. 401(k) Plan

Data updated 2026-08-11

$260M
Total assets: 1,038
Participants: 96th
Percentile by assets: $250,420
Avg per participant

Official DOL plan name: Cleveland Brothers Retirement Plan · Sponsored by Cleveland Brothers Holdings, Inc. · Pennsylvania · Wholesale Trade

$260M in assets, 1,038 participants

Cleveland Brothers Holdings, Inc.'s Cleveland Brothers Retirement Plan reported $260M in total assets and 1,038 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 127,072 plans)
#6,115 in Wholesale Trade (6,309 peers)

Where Cleveland Brothers Retirement Plan sits by assets

Cleveland Brothers Retirement Plan sits in the top 5% of all filed plans by assets, $260M for 1,038 participants (~$250,420/participant), up 16.3% in 2023.

$260M
total plan assets (2023 EOY): 1,038
covered participants: 96th
percentile by assets (of 127,072 plans): $250,420
avg assets per participant

Cleveland Brothers Retirement Plan reported net income rose from -$42M in the plan year 2022 filing to $36M in the plan year 2023 filing.
Cleveland Brothers Retirement Plan end-of-year assets rose from $224M in the plan year 2022 filing to $260M in the plan year 2023 filing.
Cleveland Brothers Retirement Plan reported participants rose from 1,002 in the plan year 2022 filing to 1,038 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Wholesale Trade

Cleveland Brothers Retirement Plan vs the 2023 asset distribution

By assets, Cleveland Brothers Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$224M
Net Assets (End of Year)	$260M
Net Income	$36M
Employer EIN	203561796
Plan Effective Date	1949-11-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cleveland Brothers Holdings, Inc.)

Total plan assets by year, all Cleveland Brothers Holdings, Inc. plans on file

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 vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Cleveland Brothers Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cleveland Brothers Retirement Plan by total assets, not by location.

Lhoist North America 401(k) Plan (TX) $260M · 1,609
Siemens Gamesa Renewable Energy, Inc. Savings Plan (FL) $260M · 1,652
Winco Foods 401(k) Plan (ID) $260M · 20,986
Peterson Holding Co. Incentive Retirement Plan (CA) $260M · 1,286

Frequently Asked Questions

How did Cleveland Brothers Retirement Plan assets move in 2023? ▼

Cleveland Brothers Retirement Plan grew sharply - up 16.3% during 2023, from $224M to $260M. Reported net income was $36M.

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 rank by assets among Form 5500 filers? ▼

Cleveland Brothers Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

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

Among 401(k) plans in other states, the closest by assets is Lhoist North America 401(k) Plan in TX ($260M, 1,609 participants).

Next read for Cleveland Brothers Retirement Plan

Scale reading

Ways to act on Cleveland Brothers Retirement Plan's numbers.

By total assets, Cleveland Brothers Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
Cleveland Brothers Holdings, Inc.'s sponsor-wide assets have grown 26.7% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.