401(k) · DOL Form 5500 · 2024
Cleveland Brothers Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $284M
- Total assets Near avg plan size
- 1,131
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $250,894
- Avg per participant Above avg balance/head
Official DOL plan name: Cleveland Brothers Retirement Plan · Sponsored by Cleveland Brothers Holdings, Inc. · Pennsylvania · Wholesale Trade
$284M in assets, 1,131 participants
Cleveland Brothers Holdings, Inc.'s Cleveland Brothers Retirement Plan reported $284M in total assets and 1,131 participants in its 2024 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.
- #5,889 in Wholesale Trade (6,080 peers)
Where Cleveland Brothers Retirement Plan sits by assets
Cleveland Brothers Retirement Plan sits in the top 5% of all filed plans by assets, $284M for 1,131 participants (~$250,894/participant), up 9.2% in 2024.
- #5,889
- in Wholesale Trade (6,080 peers)
- +9.2%
- assets growth YoY
- 2.8×
- 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 2024 · DOL Form 5500
$283,761,246 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cleveland Brothers Retirement 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 Brothers Retirement Plan lands in the large band (1,131 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cleveland Brothers Retirement Plan reported net income fell from $36M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Cleveland Brothers Retirement Plan end-of-year assets rose from $260M in the plan year 2023 filing to $284M in the plan year 2024 filing.
- Cleveland Brothers Retirement Plan reported participants rose from 1,038 in the plan year 2023 filing to 1,131 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 203561796 · Cleveland Brothers Holdings, Inc. PY 2024 · 401(k)
Cleveland Brothers Retirement Plan · $284M · 1,131 · 96th
- EBSA $284M
- EBSA 1,131
- EBSA 96th
- EBSA 401(k)
- EBSA near Central National Gottesman Inc. 401(k) Plan
- EBSA ind #5889
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $260M |
|---|---|
| Net Assets (End of Year) | $284M |
| Net Income | $24M |
| Employer EIN | 203561796 |
| Plan Effective Date | 1949-11-01 |
| Filing Status | FILING 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
| 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.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Cleveland Brothers Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Central National Gottesman Inc. 401(k) Plan in NY ($284M); by covered participants it is Pueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and Trust in NM (1,131 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($284M here).
- Central National Gottesman Inc. 401(k) Plan (NY) $284M · 1,419
- Williams Mullen Clark & Dobbins 401(k) Retirement Plan (VA) $284M · 371
- Eagle Materials, Inc. Retirement Plan (TX) $284M · 2,401
- Neurocrine Biosciences, Inc. 401(k) Savings Plan (CA) $284M · 1,366
Similar participant headcount
Nearest other-state filings by covered participants (1,131 participants); asset peers above are excluded.
- Pueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and Trust (NM) 1,131 · 0 off
- Axcelis Technologies, Inc. Long-Term Investment Plan (MA) 1,131 · 0 off
- Thornton Tomasetti, Inc. 401(k) Profit Sharing Plan (NY) 1,131 · 0 off
- Gulf Coast Restaurant Group, Inc. 401(k) Plan (MS) 1,130 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.