401(k) · DOL Form 5500 · 2023

Toledo Clinic, Inc. 401(k) Plan

Data updated 2026-08-11

$224M
Total assets: 1,495
Participants: 95th
Percentile by assets: $149,842
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$224M
total plan assets (2023 EOY): 1,495
covered participants: 95th
percentile by assets (of 127,072 plans): $149,842
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Ohio

Industry

Healthcare & Social Assistance

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs the 2023 asset distribution

By assets, Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Toledo Clinic, Inc. plans on file

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.

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

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

Compare Toledo Clinic, Inc. Employees' 401(k) Pr… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust by total assets, not by location.

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

Frequently Asked Questions

How did Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust grew sharply - up 18.7% during 2023, from $189M to $224M. Reported net income was $36M.

How have Toledo Clinic, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Toledo Clinic, Inc.'s sponsor-wide assets grew 38.4%, from $189M to $261M.

Where does Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Msd Puerto Rico Savings and Security Plan in PR ($224M, 679 participants).

Next read for Toledo Clinic, Inc. Employees' 401(k) Pr…

Scale reading

Ways to act on Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust's numbers.

By total assets, Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Toledo Clinic, Inc.'s sponsor-wide assets have grown 38.4% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340936207.