Other · DOL Form 5500 · 2022
Oclc, Inc. Retirement Plan
Data updated 2026-08-11
- $20M
- Total assets
- 811
- Participants
- 77th
- Percentile by assets
- $24,080
- Avg per participant
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.
- 77th percentile by assets (of 139,126 plans)
- #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.
- $20M
- total plan assets (2022 EOY)
- 811
- covered participants
- 77th
- percentile by assets (of 139,126 plans)
- $24,080
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Oclc Supplemental Plan outranks 77% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
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.)
| 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 Supplemental 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 Supplemental Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Oclc Supplemental Plan assets move in 2022? ▼
How have Oclc, Inc. plan assets changed over time? ▼
Where does Oclc Supplemental Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Oclc Supplemental Plan? ▼
Next read for Oclc Supplemental Plan
Scale reading
Ways to act on Oclc Supplemental Plan's numbers.
- By total assets, Oclc Supplemental Plan ranks in the top quartile 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