401(k) · DOL Form 5500 · 2023
Toledo Clinic, Inc. 401(k) Plan
Data updated 2026-08-25
- $224M
- Total assets Near avg plan size
- 1,495
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $149,842
- Avg per participant Above avg balance/head
Official DOL plan name: Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust · Sponsored by Toledo Clinic, Inc. · Ohio · Healthcare & Social Assistance
$224M in assets, 1,495 participants
Toledo Clinic, Inc.'s Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported $224M in total assets and 1,495 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,926 in Healthcare & Social Assistance (17,684 peers)
Where Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust sits by assets
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust sits in the top 5% of all filed plans by assets, $224M for 1,495 participants (~$149,842/participant), up 18.7% in 2023.
- #16,926
- in Healthcare & Social Assistance (17,684 peers)
- +18.7%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$224,014,028 Top 5% higher than 95% 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
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust lands in the large band (1,495 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported net income rose from -$46M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $189M in the plan year 2022 filing to $224M in the plan year 2023 filing.
- Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported participants fell from 1,540 in the plan year 2022 filing to 1,495 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 340936207 · Toledo Clinic, Inc. PY 2023 · 401(k)
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust · $224M · 1,495 · 95th
- BOY $224M
- BOY 1,495
- BOY 95th
- BOY 401(k)
- BOY near Msd Puerto Rico Savings and Security Plan
- BOY ind #16926
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 →
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $189M |
|---|---|
| Net Assets (End of Year) | $224M |
| Net Income | $36M |
| Employer EIN | 340936207 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Toledo Clinic, Inc.)
Sponsor-wide plan assets over time
All Toledo Clinic, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $261M 38.35325012381004% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,540 | $189M |
| 2023 | 1 | 1,495 | $224M |
| 2024 | 1 | 1,528 | $261M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Msd Puerto Rico Savings and Security Plan in PR ($224M); by covered participants it is 401(k) Employee Savings Plan of Guest Services, Inc. in VA (1,495 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($224M here).
- Msd Puerto Rico Savings and Security Plan (PR) $224M · 679
- David Evans Enterprises, Inc. Retirement Plan (OR) $224M · 1,005
- Lacks Enterprises, Inc. Retirement Savings and Profit Sharing Plan (MI) $224M · 2,292
- Tronox Incorporated Savings Investment Plan (CT) $224M · 633
Similar participant headcount
Nearest other-state filings by covered participants (1,495 participants); asset peers above are excluded.
- 401(k) Employee Savings Plan of Guest Services, Inc. (VA) 1,495 · 0 off
- Continental Battery 401(k) Plan (TX) 1,495 · 0 off
- The Honey Baked Ham Company, LLC 401(k) Plan and Trust (GA) 1,496 · 1 off
- Midway Products Group, Inc. 401(k) Plan (MI) 1,496 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.