401(k) · DOL Form 5500 · 2022
Oclc, Inc. 401(k) Plan
Data updated 2026-08-25
- $132M
- Total assets Near avg plan size
- 811
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $162,441
- Avg per participant Above avg balance/head
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.
- #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.
- #2,644
- in Information & Media (2,911 peers)
- -14.7%
- assets change YoY
- 1.3×
- vs typical plan assets (national mean)
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.
Oclc Matching Thrift Plan's outsized position 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 among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oclc Matching Thrift Plan sits mid-pack in the medium band (811 participants).
Form 5500 schedule snapshot
Filing strip 310734115 · Oclc, Inc. PY 2022 · 401(k)
Oclc Matching Thrift Plan · $132M · 811 · 94th
- RANK $132M
- PHOTO 811
- IND 94th
- EOY 401(k)
- 5500 near Whelen Engineering Company, Inc. 401(k) Plan
- ASSETS ind #2644
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 Information & Media retirement plans → · Plans in Ohio →
Oclc Matching Thrift Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Oclc, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $318M 28.18003857648496% vs 2022
- 2024 filing year
| 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.
- 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
Oclc Matching Thrift Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Whelen Engineering Company, Inc. 401(k) Plan in CT ($132M); by covered participants it is Sovos Compliance, LLC 401(k) Retirement Plan in MA (811 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($132M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (811 participants); asset peers above are excluded.
- Sovos Compliance, LLC 401(k) Retirement Plan (MA) 811 · 0 off
- Midwestone Financial Group, Inc. 401(k) Plan (IA) 811 · 0 off
- Caputo's New Farm Produce, Inc. 401(k) Plan (IL) 811 · 0 off
- Addiction Recovery Care LLC 401(k) Plan (KY) 811 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.