Other · DOL Form 5500 · 2022
Oclc, Inc. Retirement Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 702
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $138,393
- Avg per participant Near avg balance/head
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.
- #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.
- #2,584
- in Information & Media (2,911 peers)
- -17.1%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
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.
Oclc Retirement Plan's outsized position 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 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 Retirement Plan sits mid-pack in the medium band (702 participants).
Form 5500 schedule snapshot
Filing strip 310734115 · Oclc, Inc. PY 2022 · Other
Oclc Retirement Plan · $97M · 702 · 93rd
- 5500 $97M
- 5500 702
- 5500 93rd
- 5500 Other
- 5500 near The Leukemia & Lymphoma Society, Inc. 403(b) Plan
- 5500 ind #2584
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 Retirement Plan in the asset neighbourhood
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.)
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 Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Oclc Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is The Leukemia & Lymphoma Society, Inc. 403(b) Plan in NY ($97M); by covered participants it is Parker Health Group, Inc. 403(b) Tda Plan in NJ (702 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (702 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.