How big is Cleveland State Bank's plan?

Cleveland State Bank's plan reported $6.9M in assets and 48 participants for 2024.

Original filing (PDF)20250624144645NAL0006970529001

Cleveland State Bank

Name: Cleveland State Bank — Cleveland State Bank Pension, Form 5500 (2024)
Creator: Cleveland State Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cleveland State Bank Pension Plan

Defined-benefit pension plan · Cleveland State Bank's Cleveland State Bank Pension Plan held $6.9M in plan assets for 48 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6.9M

Net assets (EOY)

$6.9M

People on this filing

Daniel Whalen signed Cleveland State Bank's 2024 Form 5500 as plan administrator.

Daniel Whalen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cleveland State Bank's EIN is 64-0137210.

EIN 64-0137210

Plan number 002

Plan year 2024

ACK ID 20250624144645NAL0006970529001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cleveland State Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cleveland State Bank's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CLEVELAND STATE BANK.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score