Other · DOL Form 5500 · 2023
The Cleveland Foundation Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 86
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $279,612
- Avg per participant High balance/head
Official DOL plan name: The Cleveland Foundation Retirement Plan · Sponsored by The Cleveland Foundation · Ohio · Other Services
$24M in assets, 86 participants
The Cleveland Foundation's The Cleveland Foundation Retirement Plan reported $24M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- #6,856 in Other Services (7,857 peers)
Where The Cleveland Foundation Retirement Plan sits by assets
The Cleveland Foundation Retirement Plan sits in the top quartile of all filed plans by assets, $24M for 86 participants (~$279,612/participant), up 16.9% in 2023.
- #6,856
- in Other Services (7,857 peers)
- +16.9%
- assets growth YoY
- 0.2×
- vs typical plan assets (national mean)
The Cleveland Foundation Retirement Plan's outsized position by total assets
The Cleveland Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$24,046,619 Top 24% higher than 76% 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
The Cleveland Foundation Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cleveland Foundation Retirement Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Cleveland Foundation Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- The Cleveland Foundation Retirement Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 340714588 · The Cleveland Foundation PY 2023 · Other
The Cleveland Foundation Retirement Plan · $24M · 86 · 76th
- IND $24M
- IND 86
- IND 76th
- IND Other
- IND near Southern Wesleyan University DC Plan
- IND ind #6856
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 Other Services retirement plans → · Plans in Ohio →
The Cleveland Foundation Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $3M |
| Employer EIN | 340714588 |
| Plan Effective Date | 1974-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Cleveland Foundation)
Sponsor-wide plan assets over time
All The Cleveland Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 7.8384154577592025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $21M |
| 2023 | 1 | 86 | $24M |
| 2024 | 1 | 81 | $22M |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- 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
The Cleveland Foundation Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Southern Wesleyan University DC Plan in SC ($24M); by covered participants it is Oregon Coast Aquarium Retirement Plan in OR (86 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
Similar participant headcount
Nearest other-state filings by covered participants (86 participants); asset peers above are excluded.
- Oregon Coast Aquarium Retirement Plan (OR) 86 · 0 off
- Pryor Learning, Inc. Defined Contribution Retirement Plan (MO) 86 · 0 off
- Terc, Inc. DC Retirement Plan (MA) 86 · 0 off
- Three Square 403(b) Plan (NV) 86 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.