Other · DOL Form 5500 · 2024
Oclc, Inc. Retirement Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 870
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $27,765
- Avg per participant Low balance/head
Official DOL plan name: Oclc Supplemental Plan · Sponsored by Oclc, Inc. · Ohio · Information & Media
$24M in assets, 870 participants
Oclc, Inc.'s Oclc Supplemental Plan reported $24M in total assets and 870 participants in its 2024 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.
- #1,816 in Information & Media (2,822 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 $24M / 870 participants.
- #1,816
- in Information & Media (2,822 peers)
- +11.2%
- 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 2024 · DOL Form 5500
$24,155,531 Top 26% higher than 74% 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 Supplemental 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 Supplemental Plan sits mid-pack in the medium band (870 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oclc Supplemental Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Oclc Supplemental Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Oclc Supplemental Plan reported participants rose from 829 in the plan year 2023 filing to 870 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 310734115 · Oclc, Inc. PY 2024 · Other
Oclc Supplemental Plan · $24M · 870 · 74th
- 5500 $24M
- ASSETS 870
- PCT 74th
- EIN Other
- RANK near Freshworks Inc. 401(k) Plan
- PHOTO ind #1816
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,324 | $248M |
| 2023 | 3 | 2,286 | $285M |
| 2024 | 3 | 2,357 | $318M |
Oclc, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $2M |
| Employer EIN | 310734115 |
| Plan Effective Date | 1976-07-01 |
| Filing Status | FILING RECEIVED |
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 Supplemental Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Freshworks Inc. 401(k) Plan in CA ($24M); by covered participants it is Western New England University Defined Contribution Retirement Plan in MA (871 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Freshworks Inc. 401(k) Plan (CA) $24M · 489
- Bay Area Community Health 403(b) Plan (CA) $24M · 1,184
- Employee Benefit Plan of Mobridge Regional Hospital (SD) $24M · 246
- Native American Health Center Inc. 403(b) Plan (CA) $24M · 302
Similar participant headcount
Nearest other-state filings by covered participants (870 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.