401(k) · DOL Form 5500 · 2023

Cleveland Brothers Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$260M
Total assets Near avg plan size
1,038
Participants Near avg headcount
96th
Percentile by assets National rank
$250,420
Avg per participant Above avg balance/head
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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.

  • #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.

#6,115
in Wholesale Trade (6,309 peers)
+16.3%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Cleveland Brothers Retirement Plan's outsized position by total assets

Cleveland Brothers Retirement Plan vs every filed plan by assets

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

$259,936,393 Top 4% higher than 96% 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'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 Brothers Retirement Plan lands in the large band (1,038 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Form 5500 schedule snapshot

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

Cleveland Brothers Retirement Plan · $260M · 1,038 · 96th

  • PART $260M
  • TYPE 1,038
  • NET 96th
  • BOOK 401(k)
  • VS-ST near Lhoist North America 401(k) Plan
  • BOY ind #6115

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 in the asset neighbourhood

Peterson Holding Co. Incentive Retirement PlanPeterson Holding Co. Incenti…$260MSiemens Gamesa Renewable Energy, Inc. Savings PlanSiemens Gamesa Renewable Ene…$260MLhoist North America 401(k) PlanLhoist North America 401(k) …$260MCleveland Brothers Retirement PlanCleveland Brothers Retiremen…$260MWinco Foods 401(k) Plan$260M
End-of-year total assets ($M) among Cleveland Brothers Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$224M
Net Assets (End of Year)$260M
Net Income$36M
Employer EIN203561796
Plan Effective Date1949-11-01
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 vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Cleveland Brothers Retirement Plan, Total assets ($B): 0.259936393 · Participants: 1038Cleveland Brothers Retirement PlanComcast 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 vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Cleveland Brothers Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Lhoist North America 401(k) Plan in TX ($260M); by covered participants it is Team Industries 401(k) Plan in MN (1,038 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($260M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,038 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 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).
Which 401(k) plans cover a similar participant headcount to Cleveland Brothers Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Team Industries 401(k) Plan in MN (1,038 participants, $95M 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.