Other · DOL Form 5500 · 2022
Oclc, Inc. Retirement Plan
Data updated 2026-08-11
- $97M
- Total assets
- 702
- Participants
- 93rd
- Percentile by assets
- $138,393
- Avg per participant
Official DOL plan name: Oclc Retirement Plan · Sponsored by Oclc, Inc. · Ohio · Information & Media
$97M in assets, 702 participants
Oclc, Inc.'s Oclc Retirement Plan reported $97M in total assets and 702 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #2,584 in Information & Media (2,911 peers)
Where Oclc Retirement Plan sits by assets
Oclc Retirement Plan sits in the top 10% of all filed plans by assets, $97M for 702 participants (~$138,393/participant), down 17.1% in 2022.
- $97M
- total plan assets (2022 EOY)
- 702
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $138,393
- avg assets per participant
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Oclc Retirement Plan sits by total assets
Oclc Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$97,151,997 Top 7% higher than 93% 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 Retirement Plan vs the 2022 asset distribution
By assets, Oclc Retirement Plan outranks 93% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $117M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | -$20M |
| Employer EIN | 310734115 |
| Plan Effective Date | 1973-05-01 |
| 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 Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
Oclc Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
Similar-Sized Other Plans Nationally
Other plans in other states closest to Oclc Retirement Plan by total assets, not by location.
- The Leukemia & Lymphoma Society, Inc. 403(b) Plan (NY) $97M · 911
- Princeton Day School 403(b) Plan (NJ) $97M · 298
- Benedictine University Defined Contribution Retirement Plan (IL) $97M · 505
- Columbia University Defined Contribution Plan - Supporting Staff Association at the College of Physicians and Surgeons (NY) $97M · 1,030
Frequently Asked Questions
How did Oclc Retirement Plan assets move in 2022? ▼
How have Oclc, Inc. plan assets changed over time? ▼
Where does Oclc Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Oclc Retirement Plan? ▼
Next read for Oclc Retirement Plan
Scale reading
Ways to act on Oclc Retirement Plan's numbers.
- By total assets, Oclc Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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