Profit Sharing · DOL Form 5500 · 2022
The Cleveland Clinic Foundation Profit Sharing Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 46,417
- Participants
- 99th
- Percentile by assets
- $25,610
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.2B
- total plan assets (2022 EOY)
- 46,417
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $25,610
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Cleveland Clinic Investment Pension Plan reports 46,417 participants - 61x that state average ($1.2B EOY assets).
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)
| 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.
Cleveland Clinic Investment Pension Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
- 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)
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Cleveland Clinic Investment Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Cleveland Clinic Investment Pension Plan assets move in 2022? ▼
How have The Cleveland Clinic Foundation plan assets changed over time? ▼
Where does Cleveland Clinic Investment Pension Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Cleveland Clinic Investment Pension Plan? ▼
Next read for Cleveland Clinic Investment Pension Plan
Filing takeaways
Ways to act on Cleveland Clinic Investment Pension Plan's numbers.
- By total assets, Cleveland Clinic Investment Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing 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