Other · DOL Form 5500 · 2023
The Cleveland Clinic Foundation Retirement Plan
Data updated 2026-08-25
- $7.5B
- Total assets Very large vs avg
- 54,690
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $137,211
- Avg per participant Near avg balance/head
Official DOL plan name: Cleveland Clinic Savings and Investment Plan · Sponsored by The Cleveland Clinic Foundation · Ohio · Healthcare & Social Assistance
$7.5B in assets, 54,690 participants
The Cleveland Clinic Foundation's Cleveland Clinic Savings and Investment Plan reported $7.5B in total assets and 54,690 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #17,666 in Healthcare & Social Assistance (17,684 peers)
Coverage in Ohio
Cleveland Clinic Savings and Investment Plan covers 54,690 participants in Ohio, 71x the typical Ohio plan (state average ~765 per filing). Assets: $7.5B.
- #17,666
- in Healthcare & Social Assistance (17,684 peers)
- +18.8%
- assets growth YoY
- 75×
- vs typical plan assets (national mean)
Cleveland Clinic Savings and Investment Plan's outsized position by total assets
Cleveland Clinic Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,504,070,150 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cleveland Clinic Savings and Investment Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cleveland Clinic Savings and Investment Plan is a mega filing (54,690 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cleveland Clinic Savings and Investment Plan reported net income rose from -$1.1B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- Cleveland Clinic Savings and Investment Plan end-of-year assets rose from $6.3B in the plan year 2022 filing to $7.5B in the plan year 2023 filing.
- Cleveland Clinic Savings and Investment Plan reported participants rose from 51,726 in the plan year 2022 filing to 54,690 in the plan year 2023 filing.
DOL schedule card
Filing strip 340714585 · The Cleveland Clinic Foundation PY 2023 · Other
Cleveland Clinic Savings and Investment Plan · $7.5B · 54,690 · 100th
- PCT $7.5B
- PCT 54,690
- PCT 100th
- PCT Other
- PCT near Yale University Retirement Account Plan
- PCT ind #17666
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Cleveland Clinic Savings and Investment Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $6.3B |
|---|---|
| Net Assets (End of Year) | $7.5B |
| Net Income | $1.2B |
| Employer EIN | 340714585 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Cleveland Clinic Foundation)
Sponsor-wide plan assets over time
All The Cleveland Clinic Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $14.6B 49.31863650318603% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 116,994 | $9.8B |
| 2023 | 4 | 121,414 | $11.5B |
| 2024 | 5 | 134,707 | $14.6B |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
- Summa Health 403(b) Retirement Savings Plan $768M · 4,948
Scale composition for Cleveland Clinic Savings and Investment Plan
Cleveland Clinic Savings and Investment Plan reports $7.5B in end-of-year assets across 54,690 participants (0.061% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.058% of 93,925,755 covered participants) - about $137,211 per participant (99% of the national average assets-per-participant) . Net income for plan year 2023 was $1.2B.
This plan identity (EIN 340714585, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $6.3B to $9.2B (+45.7%) while covered participants moved from 51,726 to 65,407 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 51,726 | $6.3B | Open filing |
| 2023 | 54,690 | $7.5B | This page |
| 2024 · index core | 65,407 | $9.2B | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Cleveland Clinic Savings and Investment Plan (Other, $9.2B, 65,407 participants)
- Cleveland Clinic Investment Pension Plan (Profit Sharing, $1.8B, 51,751 participants)
- The Cleveland Clinic Foundation Cash Balance Plan (Money Purchase, $1.6B, 4,957 participants)
- The Cchs Retirement Plan (Defined Benefit (Pension), $1.0B, 12,592 participants)
Cleveland Clinic Savings and Investment Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Yale University Retirement Account Plan in CT ($7.4B); by covered participants it is Fca US LLC UAW Savings Plan in MI (49,473 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7.5B here).
- Yale University Retirement Account Plan (CT) $7.4B · 12,259
- University of Rochester Retirement Program (NY) $7.2B · 28,970
- Johns Hopkins University 403(b) Plan (MD) $7.8B · 25,369
- Washington University Retirement Savings Plan (MO) $6.7B · 25,521
Similar participant headcount
Nearest other-state filings by covered participants (54,690 participants); asset peers above are excluded.
- Fca US LLC UAW Savings Plan (MI) 49,473 · 5,217 off
- Northwell Health 403(b) Plan (NY) 48,676 · 6,014 off
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan (PA) 41,942 · 12,748 off
- Intermountain Healthcare Tax Deferred Savings 403(b) Plan (UT) 41,571 · 13,119 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.