Money Purchase · DOL Form 5500 · 2022

The Cleveland Clinic Foundation Money Purchase Plan

Data updated 2026-08-25

$1.2B
Total assets Very large vs avg
4,506
Participants Above avg headcount
99th
Percentile by assets National rank
$261,584
Avg per participant Above avg balance/head
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Official DOL plan name: The Cleveland Clinic Foundation Cash Balance Plan · Sponsored by The Cleveland Clinic Foundation · Ohio · Healthcare & Social Assistance

$1.2B in assets, 4,506 participants

The Cleveland Clinic Foundation's The Cleveland Clinic Foundation Cash Balance Plan reported $1.2B in total assets and 4,506 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.

  • #19,915 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

The Cleveland Clinic Foundation Cash Balance Plan covers 4,506 participants in Ohio, 5.9x the typical Ohio plan (state average ~765 per filing). Assets: $1.2B.

#19,915
in Healthcare & Social Assistance (20,060 peers)
-15.5%
assets change YoY
12×
vs typical plan assets (national mean)

The plan reported a net loss of $215M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Cleveland Clinic Foundation Cash Balance Plan's outsized position by total assets

The Cleveland Clinic Foundation Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,178,697,499 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Cleveland Clinic Foundation Cash Balance Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cleveland Clinic Foundation Cash Balance Plan lands in the large band (4,506 participants).

DOL schedule card

Filing strip 340714585 · The Cleveland Clinic Foundation PY 2022 · Money Purchase

The Cleveland Clinic Foundation Cash Balance Plan · $1.2B · 4,506 · 99th

  • NET $1.2B
  • NET 4,506
  • NET 99th
  • NET Money Purchase
  • NET near The George Washington University Retirement Plan for Faculty and Staff
  • NET ind #19915

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 →

The Cleveland Clinic Foundation Cash Balance Plan in the asset neighbourhood

Brookhaven Science Associates, LLC Retirement PlanBrookhaven Science Associate…$1.3BThe Cleveland Clinic Foundation Cash Balance PlanThe Cleveland Clinic Foundat…$1.2BThe George Washington University Retirement Plan for Faculty and StaffThe George Washington Univer…$1.2BSouthern California IBEW-NECA Defined Contribution PlanSouthern California IBEW-NEC…$1.1BIron Workers Locals 40,361, & 417 Annuity FundIron Workers Locals 40,361, …$1.1B
End-of-year total assets ($B) among The Cleveland Clinic Foundation Cash Balance Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.2B
Net Income-$215M
Employer EIN340714585
Plan Effective Date1989-01-01
Filing StatusFILING 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
$8B$10B$12B$14B$16B 202220232024 $9.79B $14.6B ▲ +49.3%
Year Plans Participants Total Assets
2022 4 116,994 $9.8B
2023 4 121,414 $11.5B
2024 5 134,707 $14.6B

Nearby Money Purchase Plans in Ohio

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

The Cleveland Clinic Foundation Cash Balance Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants The Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.178697499 · Participants: 4506The Cleveland Clinic Foundation Cash Balance PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.324447859 · Participants: 44824The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.441036559 · Participants: 6972Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.415384132 · Participants: 1076Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.303300519 · Participants: 2818University of Dayton Defined Contribution Retirement PlanNorthwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan, Total assets ($B): 0.295836274 · Participants: 2517Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan
The Cleveland Clinic Foundation Cash Balance Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare The Cleveland Clinic Foundation Cash Balance Plan side-by-side with 3 peers →

The Cleveland Clinic Foundation Cash Balance Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is The George Washington University Retirement Plan for Faculty and Staff in VA ($1.2B); by covered participants it is Local No. 1 IBEW Pension Benefit Trust Fund in MO (4,522 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,506 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.

Frequently Asked Questions

How did The Cleveland Clinic Foundation Cash Balance Plan assets move in 2022? ▼
The Cleveland Clinic Foundation Cash Balance Plan declined sharply - down 15.5% during 2022, from $1.4B to $1.2B. Reported net income was -$215M.
How have The Cleveland Clinic Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Cleveland Clinic Foundation's sponsor-wide assets grew 49.3%, from $9.8B to $14.6B.
Where does The Cleveland Clinic Foundation Cash Balance Plan rank by assets among Form 5500 filers? ▼
The Cleveland Clinic Foundation Cash Balance Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Money Purchase plans are similar in size to The Cleveland Clinic Foundation Cash Balance Plan? ▼
Among Money Purchase plans in other states, the closest by assets is The George Washington University Retirement Plan for Faculty and Staff in VA ($1.2B, 4,007 participants).
Which Money Purchase plans cover a similar participant headcount to The Cleveland Clinic Foundation Cash Balance Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Local No. 1 IBEW Pension Benefit Trust Fund in MO (4,522 participants, $1.5B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340714585.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.