Other · DOL Form 5500 · 2022
The Cleveland Clinic Foundation Retirement Plan
Data updated 2026-08-11
- $6.3B
- Total assets
- 51,726
- Participants
- 100th
- Percentile by assets
- $122,123
- Avg per participant
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.
- 100th percentile by assets (of 139,126 plans)
- #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.
- $6.3B
- total plan assets (2022 EOY)
- 51,726
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $122,123
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Cleveland Clinic Savings and Investment Plan reports 51,726 participants - 68x that state average ($6.3B EOY assets).
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)
| 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.
Cleveland Clinic Savings and Investment Plan vs. nearby Other plans in Ohio, assets vs. participants
- 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)
Similar-Sized Other Plans Nationally
Other plans in other states closest to Cleveland Clinic Savings and Investment Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Cleveland Clinic Savings and Investment Plan assets move in 2022? ▼
How have The Cleveland Clinic Foundation plan assets changed over time? ▼
Where does Cleveland Clinic Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Cleveland Clinic Savings and Investment Plan? ▼
Next read for Cleveland Clinic Savings and Investment …
Filing takeaways
Ways to act on Cleveland Clinic Savings and Investment Plan's numbers.
- By total assets, Cleveland Clinic Savings and Investment Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- The Cleveland Clinic Foundation's sponsor-wide assets have grown 49.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans