Other · DOL Form 5500 · 2023
Cleveland Institute of Art Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 89
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $325,756
- Avg per participant High balance/head
Official DOL plan name: Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan · Sponsored by Cleveland Institute of Art · Ohio · Educational Services
$29M in assets, 89 participants
Cleveland Institute of Art's Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan reported $29M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #2,372 in Educational Services (3,735 peers)
Where Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan sits by assets
Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan sits in the top quartile of all filed plans by assets, $29M for 89 participants (~$325,756/participant), up 3.8% in 2023.
- #2,372
- in Educational Services (3,735 peers)
- +3.8%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan's outsized position by total assets
Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,992,327 Top 21% higher than 79% 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 Institute of Art Defined Contribution and Tax Deferred Annuity 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. Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan reported participants fell from 96 in the plan year 2022 filing to 89 in the plan year 2023 filing.
- Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan end-of-year assets rose from $28M in the plan year 2022 filing to $29M in the plan year 2023 filing.
DOL schedule card
Filing strip 340714334 · Cleveland Institute of Art PY 2023 · Other
Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan · $29M · 89 · 79th
- BOY $29M
- SCH 89
- EBSA 79th
- PART Other
- TYPE near Trudeau Institute Retirement Plan
- NET ind #2372
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 Educational Services retirement plans → · Plans in Ohio →
Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | $1M |
| Employer EIN | 340714334 |
| Plan Effective Date | 1959-10-24 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cleveland Institute of Art)
Sponsor-wide plan assets over time
All Cleveland Institute of Art plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 4.760298705260414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 96 | $28M |
| 2023 | 1 | 89 | $29M |
| 2024 | 1 | 99 | $29M |
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
Cleveland Institute of Art Defined Contribution and Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Trudeau Institute Retirement Plan in NY ($29M); by covered participants it is Rowan Regional Medical Center, Inc. Incentive Savi in NC (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
- Trudeau Institute Retirement Plan (NY) $29M · 83
- Annie Wright Schools DC Retirement Plan (WA) $29M · 178
- Shore Country Day School 403(b) DC Plan (MA) $29M · 93
- The Archer School for Girls DC Retirement Plan (CA) $29M · 118
Similar participant headcount
Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.