401(k) · DOL Form 5500 · 2024

Oclc, Inc. 401(k) Plan

Data updated 2026-08-25

$174M
Total assets Near avg plan size
863
Participants Near avg headcount
94th
Percentile by assets National rank
$201,625
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

$174M in assets, 863 participants

Oclc, Inc.'s Oclc Matching Thrift Plan reported $174M in total assets and 863 participants in its 2024 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.

  • #2,555 in Information & Media (2,822 peers)

Where Oclc Matching Thrift Plan sits by assets

Oclc Matching Thrift Plan sits in the top 10% of all filed plans by assets, $174M for 863 participants (~$201,625/participant), up 13.7% in 2024.

#2,555
in Information & Media (2,822 peers)
+13.7%
assets growth YoY
1.7×
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 2024 · DOL Form 5500

$174,002,442 Top 6% higher than 94% of 123,620 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 2024

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

Plan-year 2024 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 (863 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Oclc Matching Thrift Plan end-of-year assets rose from $153M in the plan year 2023 filing to $174M in the plan year 2024 filing.
  • Oclc Matching Thrift Plan reported participants rose from 820 in the plan year 2023 filing to 863 in the plan year 2024 filing.
  • Oclc Matching Thrift Plan reported net income fell from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 310734115 · Oclc, Inc. PY 2024 · 401(k)

Oclc Matching Thrift Plan · $174M · 863 · 94th

  • EIN $174M
  • EIN 863
  • EIN 94th
  • EIN 401(k)
  • EIN near E.E. Newcomer Enterprises, Inc. 401(k) Retirement Plan & Trust
  • EIN ind #2555

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

Berkshire Hathaway Specialty Insurance Company Retirement PlaBerkshire Hathaway Specialty…$174MThiele Kaolin Company Retirement Savings PlanThiele Kaolin Company Retire…$174MThe Motley Fool Holdings, Inc. 401(k) PlanThe Motley Fool Holdings, In…$174MOclc Matching Thrift Plan$174ME.E. Newcomer Enterprises, Inc. 401(k) Retirement Plan & TrustE.E. Newcomer Enterprises, I…$174M
End-of-year total assets ($M) among Oclc Matching Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$153M
Net Assets (End of Year)$174M
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 -505101520 Total assets ($B) Participants Oclc Matching Thrift Plan, Total assets ($B): 0.174002442 · Participants: 863Oclc Matching Thrift PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement 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 E.E. Newcomer Enterprises, Inc. 401(k) Retirement Plan & Trust in KS ($174M); by covered participants it is Spark Therapeutics, Inc. 401(k) Plan in PA (863 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (863 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Oclc Matching Thrift Plan grew at a solid clip - up 13.7% during 2024, from $153M to $174M. 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 123,622 plans that reported assets for plan year 2024 (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 E.E. Newcomer Enterprises, Inc. 401(k) Retirement Plan & Trust in KS ($174M, 3,145 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 Spark Therapeutics, Inc. 401(k) Plan in PA (863 participants, $165M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.