401(k) · DOL Form 5500 · 2024

Cleveland Group, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
129
Participants Small participant base
81st
Percentile by assets National rank
$306,101
Avg per participant High balance/head
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Official DOL plan name: Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan · Sponsored by Cleveland Group, Inc. · Georgia · Construction

$39M in assets, 129 participants

Cleveland Group, Inc.'s Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan reported $39M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,206 in Construction (9,039 peers)

Coverage in Georgia

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan covers 129 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $39M.

#7,206
in Construction (9,039 peers)
+14.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan's outsized position by total assets

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan vs every filed plan by assets

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

$39,486,996 Top 19% higher than 81% 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 Group, Inc. and Subsidiaries 401(k) Profit Sharing 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. Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan end-of-year assets rose from $34M in the plan year 2023 filing to $39M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 586019940 · Cleveland Group, Inc. PY 2024 · 401(k)

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan · $39M · 129 · 81st

  • PHOTO $39M
  • PHOTO 129
  • PHOTO 81st
  • PHOTO 401(k)
  • PHOTO near Hirschfeld Holdings, LP Employee Savings Plan
  • PHOTO ind #7206

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 Construction retirement plans → · Plans in Georgia →

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan in the asset neighbourhood

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing PlanCleveland Group, Inc. and Su…$39MHirschfeld Holdings, LP Employee Savings PlanHirschfeld Holdings, LP Empl…$39MHaas Sons, Inc. 401(k) Profit Sharing PlanHaas Sons, Inc. 401(k) Profi…$39MSolerity 401(k) Plan$39MAlecto Healthcare Services 401(k) Retirement Savings PlanAlecto Healthcare Services 4…$39M
End-of-year total assets ($M) among Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN586019940
Plan Effective Date1959-03-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Cleveland Group, Inc.)

Sponsor-wide plan assets over time

All Cleveland Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 30.948911282078743% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.2M $39.5M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 129 $30M
2023 1 129 $34M
2024 1 129 $39M

Nearby 401(k) Plans in Georgia

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

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan, Total assets ($B): 0.039486996 · Participants: 129Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan side-by-side with 3 peers →

Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Hirschfeld Holdings, LP Employee Savings Plan in OK ($39M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan assets move in 2024? ▼
Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan grew at a solid clip - up 14.5% during 2024, from $34M to $39M. Reported net income was $5M.
How have Cleveland Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleveland Group, Inc.'s sponsor-wide assets grew 30.9%, from $30M to $39M.
Where does Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hirschfeld Holdings, LP Employee Savings Plan in OK ($39M, 702 participants).
Which 401(k) plans cover a similar participant headcount to Cleveland Group, Inc. and Subsidiaries 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Howard's Appliances 401(k) Plan in CA (129 participants, $1M 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 586019940.

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.