401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$11M
Total assets Small plan by assets
1,835
Participants Near avg headcount
58th
Percentile by assets National rank
$5,959
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 Unions 401(k) Plan · Ohio · Manufacturing

$11M in assets, 1,835 participants

Cleveland Bakers and Affiliated Unions 401(k) Plan's Cleveland Bakers and Affiliated Unions 401(k) Plan reported $11M in total assets and 1,835 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #7,820 in Manufacturing (17,777 peers)

Coverage in Ohio

Cleveland Bakers and Affiliated Unions 401(k) Plan covers 1,835 participants in Ohio, 2.4x the typical Ohio plan (state average ~765 per filing). Assets: $11M.

#7,820
in Manufacturing (17,777 peers)
+26.8%
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 2024 · DOL Form 5500

$10,934,744 Top 42% higher than 58% of 123,620 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 2024

Cleveland Bakers and Affiliated Unions 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 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 (1,835 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cleveland Bakers and Affiliated Unions 401(k) Plan reported participants rose from 1,216 in the plan year 2023 filing to 1,835 in the plan year 2024 filing.
  • Cleveland Bakers and Affiliated Unions 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Cleveland Bakers and Affiliated Unions 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340082405 · Cleveland Bakers and Affiliated Unions 401(k) Plan PY 2024 · 401(k)

Cleveland Bakers and Affiliated Unions 401(k) Plan · $11M · 1,835 · 58th

  • RANK $11M
  • PHOTO 1,835
  • IND 58th
  • EOY 401(k)
  • 5500 near Gunnison Company 401 (K) Plan
  • ASSETS ind #7820

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

Westin Homes and Properties LP 401(k) Profit Sharing Plan and TrustWestin Homes and Properties …$11MLake Company of Wisconsin, Inc. 401(k) PlanLake Company of Wisconsin, I…$11MCleveland Bakers and Affiliated Unions 401(k) PlanCleveland Bakers and Affilia…$11MGunnison Company 401 (K) Plan$11MHennessy Advisors, Inc. Retirement TrustHennessy Advisors, Inc. Reti…$11M
End-of-year total assets ($M) among Cleveland Bakers and Affiliated Unions 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN340082405
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cleveland Bakers and Affiliated Unions 401(k) Plan)

Sponsor-wide plan assets over time

All Cleveland Bakers and Affiliated Unions 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

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 -505101520 Total assets ($B) Participants Cleveland Bakers and Affiliated Unions 401(k) Plan, Total assets ($B): 0.010934744 · Participants: 1835Cleveland Bakers and Affiliated Unions 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Cleveland Bakers and Affiliated Unions 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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 Gunnison Company 401 (K) Plan in GA ($11M); by covered participants it is Diamond Peo, LLC 401(k) Profit Sharing Plan & Trust in CA (1,835 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,835 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024?
Cleveland Bakers and Affiliated Unions 401(k) Plan grew sharply - up 26.8% during 2024, from $9M to $11M. Reported net income was $2M.
How have Cleveland Bakers and Affiliated Unions 401(k) Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Cleveland Bakers and Affiliated Unions 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 Gunnison Company 401 (K) Plan in GA ($11M, 1,024 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 Diamond Peo, LLC 401(k) Profit Sharing Plan & Trust in CA (1,835 participants, $248K in assets).