401(k) · DOL Form 5500 · 2023

Oclc, Inc. 401(k) Plan

Data updated 2026-08-25

$153M
Total assets Near avg plan size
820
Participants Near avg headcount
94th
Percentile by assets National rank
$186,568
Avg per participant Above avg balance/head
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Official DOL plan name: Oclc Matching Thrift Plan · Sponsored by Oclc, Inc. · Ohio · Information & Media

$153M in assets, 820 participants

Oclc, Inc.'s Oclc Matching Thrift Plan reported $153M in total assets and 820 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #2,544 in Information & Media (2,818 peers)

Where Oclc Matching Thrift Plan sits by assets

Oclc Matching Thrift Plan sits in the top 10% of all filed plans by assets, $153M for 820 participants (~$186,568/participant), up 16.1% in 2023.

#2,544
in Information & Media (2,818 peers)
+16.1%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Oclc Matching Thrift Plan's outsized position by total assets

Oclc Matching Thrift Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$152,985,659 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Oclc Matching Thrift Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oclc Matching Thrift Plan sits mid-pack in the medium band (820 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oclc Matching Thrift Plan reported net income rose from -$23M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Oclc Matching Thrift Plan end-of-year assets rose from $132M in the plan year 2022 filing to $153M in the plan year 2023 filing.
  • Oclc Matching Thrift Plan reported participants rose from 811 in the plan year 2022 filing to 820 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310734115 · Oclc, Inc. PY 2023 · 401(k)

Oclc Matching Thrift Plan · $153M · 820 · 94th

  • RANK $153M
  • PHOTO 820
  • IND 94th
  • EOY 401(k)
  • 5500 near Farmers & Merchants Bank of Long Beach Profit Sharing and 401(k) Plan
  • ASSETS ind #2544

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 Information & Media retirement plans → · Plans in Ohio →

Oclc Matching Thrift Plan in the asset neighbourhood

Cenveo Worldwide Limited 401(k) Savings and Retirement PlanCenveo Worldwide Limited 401…$153MOclc Matching Thrift Plan$153MFarmers & Merchants Bank of Long Beach Profit Sharing and 401(k) PlanFarmers & Merchants Bank of …$153MSchwabe, Williamson & Wyatt, P.C. 401(k) Profit Sharing PlanSchwabe, Williamson & Wyatt,…$153MHanson Bridgett LLP Profit Sharing PlanHanson Bridgett LLP Profit S…$153M
End-of-year total assets ($M) among Oclc Matching Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$153M
Net Income$21M
Employer EIN310734115
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oclc, Inc.)

Sponsor-wide plan assets over time

All Oclc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$318M 28.18003857648496% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $248M $318M ▲ +28.2%
Year Plans Participants Total Assets
2022 3 2,324 $248M
2023 3 2,286 $285M
2024 3 2,357 $318M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Oclc Matching Thrift Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Oclc Matching Thrift Plan, Total assets ($B): 0.152985659 · Participants: 820Oclc Matching Thrift PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Oclc Matching Thrift Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Oclc Matching Thrift Plan side-by-side with 3 peers →

Oclc Matching Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Farmers & Merchants Bank of Long Beach Profit Sharing and 401(k) Plan in CA ($153M); by covered participants it is Bay Family of Companies 401(k) Plan in WI (820 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (820 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.

Frequently Asked Questions

How did Oclc Matching Thrift Plan assets move in 2023? ▼
Oclc Matching Thrift Plan grew sharply - up 16.1% during 2023, from $132M to $153M. Reported net income was $21M.
How have Oclc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oclc, Inc.'s sponsor-wide assets grew 28.2%, from $248M to $318M.
Where does Oclc Matching Thrift Plan rank by assets among Form 5500 filers? ▼
Oclc Matching Thrift Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Oclc Matching Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farmers & Merchants Bank of Long Beach Profit Sharing and 401(k) Plan in CA ($153M, 862 participants).
Which 401(k) plans cover a similar participant headcount to Oclc Matching Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bay Family of Companies 401(k) Plan in WI (820 participants, $70M in assets).

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 310734115.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.