Other · DOL Form 5500 · 2023

Oclc, Inc. Retirement Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
829
Participants Near avg headcount
74th
Percentile by assets National rank
$26,214
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oclc Supplemental Plan · Sponsored by Oclc, Inc. · Ohio · Information & Media

$22M in assets, 829 participants

Oclc, Inc.'s Oclc Supplemental Plan reported $22M in total assets and 829 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #1,826 in Information & Media (2,818 peers)

Oclc, Inc. multi-year trail

Oclc, Inc.'s plans moved +28.2% in assets from 2022 to 2024; this filing shows Oclc Supplemental Plan at $22M / 829 participants.

#1,826
in Information & Media (2,818 peers)
+11.3%
assets growth YoY

Oclc Supplemental Plan's outsized position by total assets

Oclc Supplemental Plan vs every filed plan by assets

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

$21,731,182 Top 26% higher than 74% 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 Supplemental 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 Supplemental Plan sits mid-pack in the medium band (829 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oclc Supplemental Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Oclc Supplemental Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Oclc Supplemental Plan reported participants rose from 811 in the plan year 2022 filing to 829 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Oclc Supplemental Plan · $22M · 829 · 74th

  • VS-ST $22M
  • VS-ST 829
  • VS-ST 74th
  • VS-ST Other
  • VS-ST near Southwest Health System Inc. Employee Retirement Plan
  • VS-ST ind #1826

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 Supplemental Plan in the asset neighbourhood

Southwest Health System Inc. Employee Retirement PlanSouthwest Health System Inc.…$22MOclc Supplemental Plan$22MRadio Free Asia Tax Deferred Annuity PlanRadio Free Asia Tax Deferred…$22MSkillpath Retirement Savings PlanSkillpath Retirement Savings…$22MAtlantic Council of the United States 403(b)DC PlanAtlantic Council of the Unit…$22M
End-of-year total assets ($M) among Oclc Supplemental Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Oclc, Inc. multi-year asset trail

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

Oclc, Inc. filing trail (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN310734115
Plan Effective Date1976-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Ohio

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

Oclc Supplemental Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Oclc Supplemental Plan, Total assets ($B): 0.021731182 · Participants: 829Oclc Supplemental 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 Supplemental Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Oclc Supplemental Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Other by assets is Southwest Health System Inc. Employee Retirement Plan in CO ($22M); by covered participants it is Ascend Learning, Inc. 403(b) Plan in NY (830 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (829 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 Supplemental Plan assets move in 2023? ▼
Oclc Supplemental Plan grew at a solid clip - up 11.3% during 2023, from $20M to $22M. Reported net income was $2M.
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.
Which Other plans are similar in size to Oclc Supplemental Plan? ▼
Among Other plans in other states, the closest by assets is Southwest Health System Inc. Employee Retirement Plan in CO ($22M, 487 participants).
Which Other plans cover a similar participant headcount to Oclc Supplemental Plan? ▼
Among Other plans in other states, the closest by covered participants is Ascend Learning, Inc. 403(b) Plan in NY (830 participants, $14M 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.