Other · DOL Form 5500 · 2024
Oclc, Inc. Retirement Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 624
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $192,736
- Avg per participant Above avg balance/head
Official DOL plan name: Oclc Retirement Plan · Sponsored by Oclc, Inc. · Ohio · Information & Media
$120M in assets, 624 participants
Oclc, Inc.'s Oclc Retirement Plan reported $120M in total assets and 624 participants in its 2024 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.
- #2,485 in Information & Media (2,822 peers)
Where Oclc Retirement Plan sits by assets
Oclc Retirement Plan sits in the top 10% of all filed plans by assets, $120M for 624 participants (~$192,736/participant), up 9.3% in 2024.
- #2,485
- in Information & Media (2,822 peers)
- +9.3%
- assets growth YoY
- 1.2×
- 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 2024 · DOL Form 5500
$120,267,198 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Oclc Retirement 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 Retirement Plan sits mid-pack in the medium band (624 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oclc Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Oclc Retirement Plan end-of-year assets rose from $110M in the plan year 2023 filing to $120M in the plan year 2024 filing.
- Oclc Retirement Plan reported participants fell from 637 in the plan year 2023 filing to 624 in the plan year 2024 filing.
DOL schedule card
Filing strip 310734115 · Oclc, Inc. PY 2024 · Other
Oclc Retirement Plan · $120M · 624 · 92nd
- EIN $120M
- RANK 624
- PHOTO 92nd
- IND Other
- EOY near Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan
- 5500 ind #2485
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $110M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | $10M |
| Employer EIN | 310734115 |
| Plan Effective Date | 1973-05-01 |
| Filing Status | FILING 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
| 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.
- Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Oclc Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan in NE ($120M); by covered participants it is National Bureau of Economic Research Money Purchase Pension Plan in MA (624 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
- Nebraska Pediatric Practice, Inc. Section 403(b) Retirement Plan (NE) $120M · 305
- Clark Atlanta University Defined Contribution Retirement Plan (GA) $120M · 661
- Lebanon Valley College Defined Contribution Plan (PA) $120M · 355
- Grenwich Academy Inc. Defined Contribution Retirement Plan (CT) $120M · 245
Similar participant headcount
Nearest other-state filings by covered participants (624 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.