401(k) · DOL Form 5500 · 2022
Oclc, Inc. 401(k) Plan
Data updated 2026-08-11
- $132M
- Total assets
- 811
- Participants
- 94th
- Percentile by assets
- $162,441
- Avg per participant
Official DOL plan name: Oclc Matching Thrift Plan · Sponsored by Oclc, Inc. · Ohio · Information & Media
$132M in assets, 811 participants
Oclc, Inc.'s Oclc Matching Thrift Plan reported $132M in total assets and 811 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #2,644 in Information & Media (2,911 peers)
Where Oclc Matching Thrift Plan sits by assets
Oclc Matching Thrift Plan sits in the top 10% of all filed plans by assets, $132M for 811 participants (~$162,441/participant), down 14.7% in 2022.
- $132M
- total plan assets (2022 EOY)
- 811
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $162,441
- avg assets per participant
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Oclc Matching Thrift Plan sits by total assets
Oclc Matching Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$131,739,525 Top 6% higher than 94% 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
Oclc Matching Thrift Plan vs the 2022 asset distribution
By assets, Oclc Matching Thrift Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $155M |
|---|---|
| Net Assets (End of Year) | $132M |
| Net Income | -$23M |
| Employer EIN | 310734115 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oclc, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,324 | $248M |
| 2023 | 3 | 2,286 | $285M |
| 2024 | 3 | 2,357 | $318M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Oclc Matching Thrift Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Oclc Matching Thrift Plan by total assets, not by location.
- Whelen Engineering Company, Inc. 401(k) Plan (CT) $132M · 1,302
- Asc Engineered Solutions, LLC Retirement Savings Plan (NH) $132M · 1,502
- Sartorius 401(k) Savings Plan (NY) $132M · 1,235
- Pediatric Subspeciality Faculty, Inc. 401(k) Profit Sharing Plan (CA) $132M · 259
Frequently Asked Questions
How did Oclc Matching Thrift Plan assets move in 2022? ▼
How have Oclc, Inc. plan assets changed over time? ▼
Where does Oclc Matching Thrift Plan rank by assets among Form 5500 filers? ▼
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Next read for Oclc Matching Thrift Plan
Scale reading
Ways to act on Oclc Matching Thrift Plan's numbers.
- By total assets, Oclc Matching Thrift Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Oclc, Inc.'s sponsor-wide assets have grown 28.2% since 2022 across 3 plan years on file. More Information & Media plans