Other · DOL Form 5500 · 2023

Cleveland Institute of Music Retirement Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
130
Participants Small participant base
83rd
Percentile by assets National rank
$311,228
Avg per participant High balance/head
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Official DOL plan name: Cleveland Institute of Music Retirement Plan · Sponsored by Cleveland Institute of Music · Ohio · Educational Services

$40M in assets, 130 participants

Cleveland Institute of Music's Cleveland Institute of Music Retirement Plan reported $40M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,607 in Educational Services (3,735 peers)

Coverage in Ohio

Cleveland Institute of Music Retirement Plan covers 130 participants in Ohio, about 17% of the average Ohio filer (state average ~765 per filing). Assets: $40M.

#2,607
in Educational Services (3,735 peers)
+11.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Cleveland Institute of Music Retirement Plan's outsized position by total assets

Cleveland Institute of Music Retirement Plan vs every filed plan by assets

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

$40,459,679 Top 17% higher than 83% 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

Cleveland Institute of Music 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. Cleveland Institute of Music Retirement Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cleveland Institute of Music Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Cleveland Institute of Music Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Cleveland Institute of Music Retirement Plan reported participants rose from 120 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340714600 · Cleveland Institute of Music PY 2023 · Other

Cleveland Institute of Music Retirement Plan · $40M · 130 · 83rd

  • VS-ST $40M
  • VS-ST 130
  • VS-ST 83rd
  • VS-ST Other
  • VS-ST near IBEW Local 325 Annuity Fund
  • VS-ST ind #2607

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 Educational Services retirement plans → · Plans in Ohio →

Cleveland Institute of Music Retirement Plan in the asset neighbourhood

Oklahoma State University Foundation 403(b) Retirement PlanOklahoma State University Fo…$41MJune Shelton School and Evaluation Center 403(b) DC and Tda PlanJune Shelton School and Eval…$40MIBEW Local 325 Annuity Fund$40MCleveland Institute of Music Retirement PlanCleveland Institute of Music…$40MCapital Hospice 403(b) Retirement PlanCapital Hospice 403(b) Retir…$40M
End-of-year total assets ($M) among Cleveland Institute of Music Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$40M
Net Income$4M
Employer EIN340714600
Plan Effective Date1960-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cleveland Institute of Music)

Sponsor-wide plan assets over time

All Cleveland Institute of Music plans reported in each filing year

Latest sponsor-wide plan assets
$42M 14.376936037798801% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $36.5M $41.7M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 120 $36M
2023 1 130 $40M
2024 1 134 $42M

Nearby Other Plans in Ohio

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

Cleveland Institute of Music Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Cleveland Institute of Music Retirement Plan, Total assets ($B): 0.040459679 · Participants: 130Cleveland Institute of Music 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
Cleveland Institute of Music Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Cleveland Institute of Music Retirement Plan side-by-side with 3 peers →

Cleveland Institute of Music Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is IBEW Local 325 Annuity Fund in NY ($40M); by covered participants it is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Cleveland Institute of Music Retirement Plan assets move in 2023? ▼
Cleveland Institute of Music Retirement Plan grew at a solid clip - up 11.0% during 2023, from $36M to $40M. Reported net income was $4M.
How have Cleveland Institute of Music plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cleveland Institute of Music's sponsor-wide assets grew 14.4%, from $36M to $42M.
Where does Cleveland Institute of Music Retirement Plan rank by assets among Form 5500 filers? ▼
Cleveland Institute of Music Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Cleveland Institute of Music Retirement Plan? ▼
Among Other plans in other states, the closest by assets is IBEW Local 325 Annuity Fund in NY ($40M, 382 participants).
Which Other plans cover a similar participant headcount to Cleveland Institute of Music Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tiaa-Cref Retirement Plan for Employees of Cate School in CA (130 participants, $38M 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 340714600.

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.