Defined Benefit (Pension) · DOL Form 5500 · 2022
The Cleveland Clinic Foundation Pension Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 14,345
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $76,945
- Avg per participant Below avg balance/head
Official DOL plan name: The Cchs Retirement Plan · Sponsored by The Cleveland Clinic Foundation · Ohio · Healthcare & Social Assistance
$1.1B in assets, 14,345 participants
The Cleveland Clinic Foundation's The Cchs Retirement Plan reported $1.1B in total assets and 14,345 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.
- #19,902 in Healthcare & Social Assistance (20,060 peers)
Coverage in Ohio
The Cchs Retirement Plan covers 14,345 participants in Ohio, 19x the typical Ohio plan (state average ~765 per filing). Assets: $1.1B.
- #19,902
- in Healthcare & Social Assistance (20,060 peers)
- -23.7%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $343M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Cchs Retirement Plan's outsized position by total assets
The Cchs Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,103,777,866 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
The Cchs Retirement 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. The Cchs Retirement Plan is a mega filing (14,345 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 340714585 · The Cleveland Clinic Foundation PY 2022 · Defined Benefit (Pension)
The Cchs Retirement Plan · $1.1B · 14,345 · 99th
- SCH $1.1B
- SCH 14,345
- SCH 99th
- SCH Defined Benefit (Pension)
- SCH near Puget Sound Electrical Workers Pension Plan
- SCH ind #19902
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 Cchs Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$343M |
| Employer EIN | 340714585 |
| Plan Effective Date | 1941-01-01 |
| 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 Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Scale composition for The Cchs Retirement Plan
The Cchs Retirement Plan reports $1.1B in end-of-year assets across 14,345 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $76,945 per participant (56% of the national average assets-per-participant) . Net income for plan year 2022 was -$343M.
This plan identity (EIN 340714585, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.0B (-5.4%) while covered participants moved from 14,345 to 12,592 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,345 | $1.1B | This page |
| 2023 | 13,403 | $1.1B | Open filing |
| 2024 · index core | 12,592 | $1.0B | 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)
The Cchs Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Puget Sound Electrical Workers Pension Plan in WA ($1.1B); by covered participants it is I. a. T. S. E. National Pension Fund in NY (14,278 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- Puget Sound Electrical Workers Pension Plan (WA) $1.1B · 5,519
- United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan (MD) $1.1B · 1,768
- Fmc Corporation Employees' Retirement Program (PA) $1.1B · 158
- Laborers' District Council Construction Industry Pension Fund (PA) $1.1B · 3,081
Similar participant headcount
Nearest other-state filings by covered participants (14,345 participants); asset peers above are excluded.
- I. a. T. S. E. National Pension Fund (NY) 14,278 · 67 off
- Lumen Combined Pension Plan (LA) 14,232 · 113 off
- Penske Cash Balance Benefit Plan (PA) 14,171 · 174 off
- Fca US LLC UAW Pension Agreement (MI) 14,563 · 218 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.