401(k) · DOL Form 5500 · 2024

The Cleaver-Brooks Company, Inc. 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
956
Participants Near avg headcount
91st
Percentile by assets National rank
$116,737
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cleaver-Brooks Inc. Retirement and Savings Plan · Sponsored by The Cleaver-Brooks Company, Inc. · Georgia · Manufacturing

$112M in assets, 956 participants

The Cleaver-Brooks Company, Inc.'s Cleaver-Brooks Inc. Retirement and Savings Plan reported $112M in total assets and 956 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,452 in Manufacturing (17,777 peers)

Where Cleaver-Brooks Inc. Retirement and Savings Plan sits by assets

Cleaver-Brooks Inc. Retirement and Savings Plan sits in the top 10% of all filed plans by assets, $112M for 956 participants (~$116,737/participant), up 8.4% in 2024.

#15,452
in Manufacturing (17,777 peers)
+8.4%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Cleaver-Brooks Inc. Retirement and Savings Plan's outsized position by total assets

Cleaver-Brooks Inc. Retirement and Savings Plan vs every filed plan by assets

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

$111,600,952 Top 9% higher than 91% 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

Cleaver-Brooks Inc. Retirement and Savings 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. Cleaver-Brooks Inc. Retirement and Savings Plan sits mid-pack in the medium band (956 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cleaver-Brooks Inc. Retirement and Savings Plan reported net income fell from $13M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Cleaver-Brooks Inc. Retirement and Savings Plan reported participants rose from 841 in the plan year 2023 filing to 956 in the plan year 2024 filing.
  • Cleaver-Brooks Inc. Retirement and Savings Plan end-of-year assets rose from $103M in the plan year 2023 filing to $112M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 872266456 · The Cleaver-Brooks Company, Inc. PY 2024 · 401(k)

Cleaver-Brooks Inc. Retirement and Savings Plan · $112M · 956 · 91st

  • EOY $112M
  • 5500 956
  • ASSETS 91st
  • PCT 401(k)
  • EIN near Pension Plan for the Local Union No. 131 International Brotherhood of Electrical Wrkrs
  • RANK ind #15452

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 Georgia →

Cleaver-Brooks Inc. Retirement and Savings Plan in the asset neighbourhood

Coalfire Systems, Inc. 401(k) PlanCoalfire Systems, Inc. 401(k…$112MNelson Irrigation Corporation 401(k) and Profit Sharing PlanNelson Irrigation Corporatio…$112MCleaver-Brooks Inc. Retirement and Savings PlanCleaver-Brooks Inc. Retireme…$112MPension Plan for the Local Union No. 131 International Brotherhood of Electrical WrkrsPension Plan for the Local U…$112MSycr 401(k) Profit Sharing PlanSycr 401(k) Profit Sharing P…$112M
End-of-year total assets ($M) among Cleaver-Brooks Inc. Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$112M
Net Income$9M
Employer EIN872266456
Plan Effective Date1961-04-14
Filing StatusFILING RECEIVED

Sponsor Plan History (The Cleaver-Brooks Company, Inc.)

Sponsor-wide plan assets over time

All The Cleaver-Brooks Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 10.985794367135112% vs 2022
2024 filing year
$95M$100M$105M$110M$115M$120M 202220232024 $101M $112M ▲ +11.0%
Year Plans Participants Total Assets
2022 2 863 $101M
2023 2 896 $116M
2024 1 956 $112M

Nearby 401(k) Plans in Georgia

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

Cleaver-Brooks Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Cleaver-Brooks Inc. Retirement and Savings Plan, Total assets ($B): 0.111600952 · Participants: 956Cleaver-Brooks Inc. Retirement and Savings 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
Cleaver-Brooks Inc. Retirement and Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Cleaver-Brooks Inc. Retirement and Savings Plan side-by-side with 3 peers →

Cleaver-Brooks Inc. Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Pension Plan for the Local Union No. 131 International Brotherhood of Electrical Wrkrs in MN ($112M); by covered participants it is Select Milk Producers, Inc. 401(k) Plan in TX (956 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (956 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 Cleaver-Brooks Inc. Retirement and Savings Plan assets move in 2024? ▼
Cleaver-Brooks Inc. Retirement and Savings Plan grew at a solid clip - up 8.4% during 2024, from $103M to $112M. Reported net income was $9M.
How have The Cleaver-Brooks Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Cleaver-Brooks Company, Inc.'s sponsor-wide assets grew 11.0%, from $101M to $112M.
Where does Cleaver-Brooks Inc. Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Cleaver-Brooks Inc. Retirement and Savings Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cleaver-Brooks Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pension Plan for the Local Union No. 131 International Brotherhood of Electrical Wrkrs in MN ($112M, 1,001 participants).
Which 401(k) plans cover a similar participant headcount to Cleaver-Brooks Inc. Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Select Milk Producers, Inc. 401(k) Plan in TX (956 participants, $36M 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 872266456.

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.