401(k) · DOL Form 5500 · 2022

Toledo Clinic, Inc. 401(k) Plan

Data updated 2026-08-25

$189M
Total assets Near avg plan size
1,540
Participants Near avg headcount
95th
Percentile by assets National rank
$122,520
Avg per participant Near avg balance/head
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Official DOL plan name: Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust · Sponsored by Toledo Clinic, Inc. · Ohio · Healthcare & Social Assistance

$189M in assets, 1,540 participants

Toledo Clinic, Inc.'s Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported $189M in total assets and 1,540 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,267 in Healthcare & Social Assistance (20,060 peers)

Coverage in Ohio

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust covers 1,540 participants in Ohio, 2.0x the typical Ohio plan (state average ~765 per filing). Assets: $189M.

#19,267
in Healthcare & Social Assistance (20,060 peers)
-19.5%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $46M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$188,680,166 Top 5% higher than 95% 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

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust'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. Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust lands in the large band (1,540 participants).

Form 5500 schedule snapshot

Filing strip 340936207 · Toledo Clinic, Inc. PY 2022 · 401(k)

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust · $189M · 1,540 · 95th

  • ASSETS $189M
  • PCT 1,540
  • EIN 95th
  • RANK 401(k)
  • PHOTO near Zbi Multiple Employer 401(k) Retirement Plan
  • IND ind #19267

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 →

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and TrustToledo Clinic, Inc. Employee…$189MZbi Multiple Employer 401(k) Retirement PlanZbi Multiple Employer 401(k)…$189MCarhartt, Inc. 401(k) Retirement Savings PlanCarhartt, Inc. 401(k) Retire…$189MScientific Research Corporation 401(k) Profit Sharing PlanScientific Research Corporat…$189MThe Cannon Corporation 401(k) PlanThe Cannon Corporation 401(k…$189M
End-of-year total assets ($M) among Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$234M
Net Assets (End of Year)$188M
Net Income-$46M
Employer EIN340936207
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Toledo Clinic, Inc.)

Sponsor-wide plan assets over time

All Toledo Clinic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$261M 38.35325012381004% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $189M $261M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 1,540 $189M
2023 1 1,495 $224M
2024 1 1,528 $261M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.188680166 · Participants: 1540Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Zbi Multiple Employer 401(k) Retirement Plan in NY ($189M); by covered participants it is The Orvis Company 401(k) Plan in VT (1,540 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,540 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 Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust declined sharply - down 19.5% during 2022, from $234M to $189M. Reported net income was -$46M.
How have Toledo Clinic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Toledo Clinic, Inc.'s sponsor-wide assets grew 38.4%, from $189M to $261M.
Where does Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Zbi Multiple Employer 401(k) Retirement Plan in NY ($189M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Orvis Company 401(k) Plan in VT (1,540 participants, $81M 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 340936207.

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.