Other · DOL Form 5500 · 2022
The Cleveland Clinic Foundation Retirement Plan
Data updated 2026-08-25
- $6.3B
- Total assets Very large vs avg
- 51,726
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $122,123
- Avg per participant Near avg balance/head
Official DOL plan name: Cleveland Clinic Savings and Investment Plan · Sponsored by The Cleveland Clinic Foundation · Ohio · Healthcare & Social Assistance
$6.3B in assets, 51,726 participants
The Cleveland Clinic Foundation's Cleveland Clinic Savings and Investment Plan reported $6.3B in total assets and 51,726 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,046 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
Cleveland Clinic Savings and Investment Plan covers 51,726 participants in Ohio, 68x the typical Ohio plan (state average ~765 per filing). Assets: $6.3B.
- #20,046
- in Healthcare & Social Assistance (20,060 peers)
- -15.3%
- assets change YoY
- 63×
- vs typical plan assets (national mean)
The plan reported a net loss of $1.1B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cleveland Clinic Savings and Investment Plan's outsized position by total assets
Cleveland Clinic Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,316,931,325 Highest reported value at or above every one 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
Cleveland Clinic Savings and Investment Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cleveland Clinic Savings and Investment Plan is a mega filing (51,726 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 340714585 · The Cleveland Clinic Foundation PY 2022 · Other
Cleveland Clinic Savings and Investment Plan · $6.3B · 51,726 · 100th
- EIN $6.3B
- EIN 51,726
- EIN 100th
- EIN Other
- EIN near University of Rochester Retirement Program
- EIN ind #20046
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Cleveland Clinic Savings and Investment Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $7.5B |
|---|---|
| Net Assets (End of Year) | $6.3B |
| Net Income | -$1.1B |
| Employer EIN | 340714585 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Cleveland Clinic Foundation)
Sponsor-wide plan assets over time
All The Cleveland Clinic Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $14.6B 49.31863650318603% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 116,994 | $9.8B |
| 2023 | 4 | 121,414 | $11.5B |
| 2024 | 5 | 134,707 | $14.6B |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Summa Health 403(b) Retirement Savings Plan $656M · 5,324
Scale composition for Cleveland Clinic Savings and Investment Plan
Cleveland Clinic Savings and Investment Plan reports $6.3B in end-of-year assets across 51,726 participants (0.051% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.055% of 93,925,755 covered participants) - about $122,123 per participant (88% of the national average assets-per-participant) . Net income for plan year 2022 was -$1.1B.
This plan identity (EIN 340714585, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $6.3B to $9.2B (+45.7%) while covered participants moved from 51,726 to 65,407 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 51,726 | $6.3B | This page |
| 2023 | 54,690 | $7.5B | Open filing |
| 2024 · index core | 65,407 | $9.2B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Cleveland Clinic Savings and Investment Plan (Other, $9.2B, 65,407 participants)
- Cleveland Clinic Investment Pension Plan (Profit Sharing, $1.8B, 51,751 participants)
- The Cleveland Clinic Foundation Cash Balance Plan (Money Purchase, $1.6B, 4,957 participants)
- The Cchs Retirement Plan (Defined Benefit (Pension), $1.0B, 12,592 participants)
Cleveland Clinic Savings and Investment Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is University of Rochester Retirement Program in NY ($6.4B); by covered participants it is Fca US LLC UAW Savings Plan in MI (52,211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6.3B here).
- University of Rochester Retirement Program (NY) $6.4B · 27,581
- Yale University Retirement Account Plan (CT) $6.4B · 11,281
- Johns Hopkins University 403(b) Plan (MD) $6.7B · 26,366
- Washington University Retirement Savings Plan (IL) $5.9B · 15,925
Similar participant headcount
Nearest other-state filings by covered participants (51,726 participants); asset peers above are excluded.
- Fca US LLC UAW Savings Plan (MI) 52,211 · 485 off
- Northwell Health 403(b) Plan (NY) 47,348 · 4,378 off
- The Retirement Savings Plan (NY) 39,938 · 11,788 off
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (PA) 39,740 · 11,986 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.