Cbiz 401(k) plan

Cbiz, Inc., Cleveland, OH. EIN 22-2769024. Annual reports 2009–2024.

Cbiz, Inc. has one active retirement plan on file, the Cbiz, Inc. Retirement Savings Plan, with 9,081 participants and $1.4 billion in assets in 2024. Empower has been its recordkeeper since 2021. No traditional pension plan appears in Cbiz's filings since 2009.

Active plans: 1
Participants: 9,081
Plan assets: $1.4 billion
401(k) recordkeeper: Empower
Plans on file: 1
Industry: Professional services

The plan

Cbiz, Inc. Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 22-2769024
Participants (2024): 9,081
Net assets (2024): $1.4 billion
Recordkeeper: EmpowerEarlier: MassMutual (2010–2020)
Plan administrator: Cbiz, Inc.
5959 Rockside Woods BLVD. N. Suite
Cleveland, OH 44131
(216) 447-9000As filed for 2024
In effect since: January 1, 1998

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,081	$1.4 billion	Empower
2023	8,874	$1.2 billion	Empower
2022	8,359	$1.0 billion	Empower
2021	6,985	$1.1 billion	Empower
2020	6,464	$940 million	MassMutual
2019	6,462	$786 million	MassMutual
2018	6,299	$639 million	MassMutual
2017	6,200	$657 million	MassMutual
2016	6,068	$551 million	MassMutual
2015	5,787	$504 million	MassMutual
2014	5,729	$491 million	MassMutual
2013	6,765	$453 million	MassMutual
2012	6,539	$392 million	MassMutual
2011	6,349	$337 million	MassMutual
2010	6,609	$330 million	MassMutual
2009	6,766	$274 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Cbiz, Inc. Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((216) 447-9000). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Cbiz, Inc. Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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