Profit Sharing · DOL Form 5500 · 2022
The Cleveland Clinic Foundation Profit Sharing Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 46,417
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $25,610
- Avg per participant Low balance/head
Official DOL plan name: Cleveland Clinic Investment Pension Plan · Sponsored by The Cleveland Clinic Foundation · Ohio · Healthcare & Social Assistance
$1.2B in assets, 46,417 participants
The Cleveland Clinic Foundation's Cleveland Clinic Investment Pension Plan reported $1.2B in total assets and 46,417 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,916 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
Cleveland Clinic Investment Pension Plan covers 46,417 participants in Ohio, 61x the typical Ohio plan (state average ~765 per filing). Assets: $1.2B.
- #19,916
- in Healthcare & Social Assistance (20,060 peers)
- -13.9%
- assets change YoY
- 12×
- vs typical plan assets (national mean)
The plan reported a net loss of $193M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cleveland Clinic Investment Pension Plan's outsized position by total assets
Cleveland Clinic Investment Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,188,747,256 Top 1% higher than 99% 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 Investment Pension 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 Investment Pension Plan is a mega filing (46,417 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 340714585 · The Cleveland Clinic Foundation PY 2022 · Profit Sharing
Cleveland Clinic Investment Pension Plan · $1.2B · 46,417 · 99th
- SCH $1.2B
- SCH 46,417
- SCH 99th
- SCH Profit Sharing
- SCH near The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund
- SCH ind #19916
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 Investment Pension Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$193M |
| Employer EIN | 340714585 |
| Plan Effective Date | 2010-01-01 |
| 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 Profit Sharing Plans in Ohio
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Employer Retirement Savings Plan- Premier Health Partners $202M · 11,973
- White Castle Profit Sharing Plan $172M · 4,241
- Holzer Health System 401a Profit Sharing Plan $166M · 1,876
- Southern Ohio Medical Center Retirement Savings Program $136M · 3,162
- Osu Physicians, Inc. Interim Retirement Plan $135M · 1,412
Scale composition for Cleveland Clinic Investment Pension Plan
Cleveland Clinic Investment Pension Plan reports $1.2B in end-of-year assets across 46,417 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.049% of 93,925,755 covered participants) - about $25,610 per participant (19% of the national average assets-per-participant) . Net income for plan year 2022 was -$193M.
This plan identity (EIN 340714585, plan #011) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.8B (+49.0%) while covered participants moved from 46,417 to 51,751 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 46,417 | $1.2B | This page |
| 2023 | 48,582 | $1.5B | Open filing |
| 2024 · index core | 51,751 | $1.8B | 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 Investment Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Ohio, the nearest Profit Sharing by assets is The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund in WI ($1.2B); by covered participants it is Southwest Carpenters Annuity Fund in CA (45,399 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund (WI) $1.2B · 5,909
- Boilermakers National Annuity Trust (MO) $1.2B · 18,584
- Memorialcare Retirement Plan (CA) $1.2B · 5,104
- North Atlantic States Carpenters Annuity Plan (CT) $1.2B · 10,777
Similar participant headcount
Nearest other-state filings by covered participants (46,417 participants); asset peers above are excluded.
- Southwest Carpenters Annuity Fund (CA) 45,399 · 1,018 off
- Retirement Wealth Builder Plan of Pricewaterhousecoopers LLP (FL) 44,915 · 1,502 off
- Southwest Airlines Co. Profitsharing Plan (TX) 60,454 · 14,037 off
- I.a.M. National 401(k) Plan (DC) 31,325 · 15,092 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.