Other · DOL Form 5500 · 2022
The Cleveland Foundation Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $239,191
- Avg per participant Above avg balance/head
Official DOL plan name: The Cleveland Foundation Retirement Plan · Sponsored by The Cleveland Foundation · Ohio · Other Services
$21M in assets, 86 participants
The Cleveland Foundation's The Cleveland Foundation Retirement Plan reported $21M in total assets and 86 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- #7,403 in Other Services (8,398 peers)
Where The Cleveland Foundation Retirement Plan sits by assets
The Cleveland Foundation Retirement Plan sits in the top quartile of all filed plans by assets, $21M for 86 participants (~$239,191/participant), down 16.0% in 2022.
- #7,403
- in Other Services (8,398 peers)
- -16.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Cleveland Foundation Retirement Plan's outsized position by total assets
The Cleveland Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$20,570,433 Top 22% higher than 78% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Cleveland Foundation Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cleveland Foundation Retirement Plan is a small filing (86 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 340714588 · The Cleveland Foundation PY 2022 · Other
The Cleveland Foundation Retirement Plan · $21M · 86 · 78th
- VS-ST $21M
- BOY 86
- SCH 78th
- EBSA Other
- PART near Berry College Tax-Deferred Annuity Plan
- TYPE ind #7403
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 Other Services retirement plans → · Plans in Ohio →
The Cleveland Foundation Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$4M |
| Employer EIN | 340714588 |
| Plan Effective Date | 1974-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Cleveland Foundation)
Sponsor-wide plan assets over time
All The Cleveland Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 7.8384154577592025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $21M |
| 2023 | 1 | 86 | $24M |
| 2024 | 1 | 81 | $22M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
The Cleveland Foundation Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Berry College Tax-Deferred Annuity Plan in GA ($21M); by covered participants it is Terc, Inc. DC Retirement Plan in MA (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.