Other · DOL Form 5500 · 2023

Oclc, Inc. Retirement Plan

Data updated 2026-08-25

$110M
Total assets Near avg plan size
637
Participants Below avg headcount
92nd
Percentile by assets National rank
$172,680
Avg per participant Above avg balance/head
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Official DOL plan name: Oclc Retirement Plan · Sponsored by Oclc, Inc. · Ohio · Information & Media

$110M in assets, 637 participants

Oclc, Inc.'s Oclc Retirement Plan reported $110M in total assets and 637 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #2,480 in Information & Media (2,818 peers)

Where Oclc Retirement Plan sits by assets

Oclc Retirement Plan sits in the top 10% of all filed plans by assets, $110M for 637 participants (~$172,680/participant), up 13.2% in 2023.

#2,480
in Information & Media (2,818 peers)
+13.2%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Oclc Retirement Plan's outsized position by total assets

Oclc Retirement Plan vs every filed plan by assets

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

$109,996,851 Top 8% higher than 92% 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 Retirement 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 Retirement Plan sits mid-pack in the medium band (637 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oclc Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Oclc Retirement Plan end-of-year assets rose from $97M in the plan year 2022 filing to $110M in the plan year 2023 filing.
  • Oclc Retirement Plan reported participants fell from 702 in the plan year 2022 filing to 637 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 310734115 · Oclc, Inc. PY 2023 · Other

Oclc Retirement Plan · $110M · 637 · 92nd

  • 5500 $110M
  • ASSETS 637
  • PCT 92nd
  • EIN Other
  • RANK near Hospital for Special Care 403(b) Retirement Plan
  • PHOTO ind #2480

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 Retirement Plan in the asset neighbourhood

Sjsu Research Foundation Retirement PlanSjsu Research Foundation Ret…$110MStevenson University, Inc. Retirement Savings PlanStevenson University, Inc. R…$110MHospital for Special Care 403(b) Retirement PlanHospital for Special Care 40…$110MOclc Retirement Plan$110MRussell Sage College Defined Contribution Retirement PlanRussell Sage College Defined…$109M
End-of-year total assets ($M) among Oclc Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$110M
Net Income$13M
Employer EIN310734115
Plan Effective Date1973-05-01
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 Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Oclc Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Oclc Retirement Plan, Total assets ($B): 0.109996851 · Participants: 637Oclc Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Oclc Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Oclc Retirement Plan side-by-side with 3 peers →

Oclc Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Hospital for Special Care 403(b) Retirement Plan in CT ($110M); by covered participants it is Huggins Hospital Retirement Savings Plan in NH (637 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (637 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 Retirement Plan assets move in 2023? ▼
Oclc Retirement Plan grew at a solid clip - up 13.2% during 2023, from $97M to $110M. Reported net income was $13M.
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 Retirement Plan rank by assets among Form 5500 filers? ▼
Oclc Retirement Plan ranks in the 92nd 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 Other plans are similar in size to Oclc Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Hospital for Special Care 403(b) Retirement Plan in CT ($110M, 1,168 participants).
Which Other plans cover a similar participant headcount to Oclc Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Huggins Hospital Retirement Savings Plan in NH (637 participants, $41M 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.