Other · DOL Form 5500 · 2024
The Cleveland Foundation Retirement Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $273,862
- Avg per participant High balance/head
Official DOL plan name: The Cleveland Foundation Retirement Plan · Sponsored by The Cleveland Foundation · Ohio · Other Services
$22M in assets, 81 participants
The Cleveland Foundation's The Cleveland Foundation Retirement Plan reported $22M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #6,552 in Other Services (7,719 peers)
What the 2024 filing shows
The Cleveland Foundation Retirement Plan holds $22M for 81 participants - about $273,862 per participant, above the median plan by assets.
- #6,552
- in Other Services (7,719 peers)
- -7.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Cleveland Foundation Retirement Plan's outsized position by total assets
The Cleveland Foundation Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,182,829 Top 28% higher than 72% 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
The Cleveland Foundation Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cleveland Foundation Retirement Plan is a small filing (81 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Cleveland Foundation Retirement Plan reported net income fell from $3M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- The Cleveland Foundation Retirement Plan end-of-year assets fell from $24M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- The Cleveland Foundation Retirement Plan reported participants fell from 86 in the plan year 2023 filing to 81 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 340714588 · The Cleveland Foundation PY 2024 · Other
The Cleveland Foundation Retirement Plan · $22M · 81 · 72nd
- TYPE $22M
- NET 81
- BOOK 72nd
- VS-ST Other
- BOY near Tusculum University 403(b) DC Plan
- SCH ind #6552
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 Other Services retirement plans → · Plans in Ohio →
The Cleveland Foundation Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$2M |
| Employer EIN | 340714588 |
| Plan Effective Date | 1974-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Cleveland Foundation)
Sponsor-wide plan assets over time
All The Cleveland Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 7.8384154577592025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 86 | $21M |
| 2023 | 1 | 86 | $24M |
| 2024 | 1 | 81 | $22M |
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
The Cleveland Foundation Retirement Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Tusculum University 403(b) DC Plan in TN ($22M); by covered participants it is The Washington Latin School Tax Deferred Annuity Plan in DC (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (81 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.