The Cleveland Guardians 401(K) Plan — Form 5500 plan (Cleveland Guardians Baseball Company, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Cleveland Guardians 401(K) Plan is a benefit plan reported by Cleveland Guardians Baseball Company, LLC under EIN 34-1547452 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,022 participants and $50,867,329 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$50.9MPlan net assets, end of year$50,867,329
Participants3KCovered participants reported3,022
Assets / participant$16.8KComputed: assets ÷ participants$16,832 (computed)
Provider compensation$14.2K2 Schedule C provider row(s)$14,225
Plan sponsor
Cleveland Guardians Baseball Company, LLC
EIN
34-1547452
Plan number
002
Plan type
2
Location
Cleveland, OH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,022H, C20241001080301NAL0003838963002
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$50.9M total assets
Net assets$50.9MLiabilities
Money in vs. money out
Total income / additions$13M
Total expenses$2.1M
Benefits paid / distributions$2.1M
Contributions
Employer$1.9M
Participant$3.6M
Full reported line items

Net assets

Total assets (EOY)
$50,867,329
Net assets (EOY)
$50,867,329
Net assets (BOY)
$40,001,724

Income & contributions

Employer contributions
$1,926,999
Participant contributions
$3,628,527
Total contributions
$5,573,823
Total income / additions
$12,953,081

Expenses & distributions

Benefits paid
$2,073,251
Administrative expenses
$14,225
Total expenses
$2,087,476
Net increase / (decrease)
$10,865,605
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$14,225not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages