Other · DOL Form 5500 · 2022
Oclc, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 811
- Participants Near avg headcount
- 77th
- Percentile by assets National rank
- $24,080
- Avg per participant Low balance/head
Official DOL plan name: Oclc Supplemental Plan · Sponsored by Oclc, Inc. · Ohio · Information & Media
$20M in assets, 811 participants
Oclc, Inc.'s Oclc Supplemental Plan reported $20M in total assets and 811 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #1,969 in Information & Media (2,911 peers)
Where Oclc Supplemental Plan sits by assets
Oclc Supplemental Plan sits in the top quartile of all filed plans by assets, $20M for 811 participants (~$24,080/participant), down 19.8% in 2022.
- #1,969
- in Information & Media (2,911 peers)
- -19.8%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oclc Supplemental Plan's outsized position by total assets
Oclc Supplemental Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,528,727 Top 23% higher than 77% 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 Supplemental 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 Supplemental Plan sits mid-pack in the medium band (811 participants).
Plan-year Form 5500 strip
Filing strip 310734115 · Oclc, Inc. PY 2022 · Other
Oclc Supplemental Plan · $20M · 811 · 77th
- EIN $20M
- RANK 811
- PHOTO 77th
- IND Other
- EOY near Jameson Health System, Inc. 403(b) Plan
- 5500 ind #1969
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 Supplemental Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$5M |
| Employer EIN | 310734115 |
| Plan Effective Date | 1976-07-01 |
| 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 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 Supplemental Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Jameson Health System, Inc. 403(b) Plan in PA ($20M); by covered participants it is Queens University of Charlotte Retirement Plan in NC (811 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Jameson Health System, Inc. 403(b) Plan (PA) $20M · 439
- Journey Care, Inc. 403(b) Retirement Savings Plan (IL) $20M · 523
- Imagine! 403(b) Plan (CO) $20M · 298
- Boyce Thompson Institute 403(b) Retirement Plan (NY) $20M · 97
Similar participant headcount
Nearest other-state filings by covered participants (811 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.