401(k) · DOL Form 5500 · 2024

Cliff Berry, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
149
Participants Small participant base
53rd
Percentile by assets National rank
$60,133
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cbi Retirement Plan · Sponsored by Cliff Berry, Inc. · Florida · Administrative & Support Services

$9M in assets, 149 participants

Cliff Berry, Inc.'s Cbi Retirement Plan reported $9M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,214 in Administrative & Support Services (4,368 peers)

Coverage in Florida

Cbi Retirement Plan covers 149 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $9M.

#3,214
in Administrative & Support Services (4,368 peers)
+16.1%
assets growth YoY

Cbi Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers

Cbi Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,959,808 Top 47% higher than 53% 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

Cbi Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cbi Retirement Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cbi Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Cbi Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Cbi Retirement Plan reported participants rose from 131 in the plan year 2023 filing to 149 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 650511114 · Cliff Berry, Inc. PY 2024 · 401(k)

Cbi Retirement Plan · $9M · 149 · 53rd

  • IND $9M
  • EOY 149
  • 5500 53rd
  • ASSETS 401(k)
  • PCT near C-Hit 401(k)
  • EIN ind #3214

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 Administrative & Support Services retirement plans → · Plans in Florida →

Cbi Retirement Plan in the asset neighbourhood

Cbi Retirement Plan$9MC-Hit 401(k)$9MHondru Dealerships 401(k) PlanHondru Dealerships 401(k) Pl…$9MBiointellisense, Inc. 401(k) Profit Sharing Plan and TrustBiointellisense, Inc. 401(k)…$9MStealth Monitoring 401(k) PlanStealth Monitoring 401(k) Pl…$9M
End-of-year total assets ($M) among Cbi Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN650511114
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cliff Berry, Inc.)

Sponsor-wide plan assets over time

All Cliff Berry, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 43.72147464601011% vs 2022
2024 filing year
$5M$6M$7M$8M$9M$10M 202220232024 $6.23M $8.96M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 129 $6M
2023 1 131 $8M
2024 1 149 $9M

Nearby 401(k) Plans in Florida

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

Cbi Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Cbi Retirement Plan, Total assets ($B): 0.008959808 · Participants: 149Cbi Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Cbi Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Cbi Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is C-Hit 401(k) in MD ($9M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Cbi Retirement Plan assets move in 2024? ▼
Cbi Retirement Plan grew sharply - up 16.1% during 2024, from $8M to $9M. Reported net income was $1M.
How have Cliff Berry, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cliff Berry, Inc.'s sponsor-wide assets grew 43.7%, from $6M to $9M.
Which 401(k) plans are similar in size to Cbi Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is C-Hit 401(k) in MD ($9M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Cbi Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants, $646K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 650511114.

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.