401(k) · DOL Form 5500 · 2024
The Cleveland Clinic Foundation 401(k) Plan
Data updated 2026-08-11
- $969M
- Total assets
- N/A
- Participants
- 98th
- Percentile by assets
Official DOL plan name: Cleveland Clinic 401(k) Plan · Sponsored by The Cleveland Clinic Foundation · Ohio · Healthcare & Social Assistance
$969M in assets, N/A participants
The Cleveland Clinic Foundation's Cleveland Clinic 401(k) Plan reported $969M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 123,622 plans)
- #16,668 in Healthcare & Social Assistance (16,916 peers)
Where Cleveland Clinic 401(k) Plan sits by assets
Cleveland Clinic 401(k) Plan sits in the top 5% of all filed plans by assets, $969M for N/A participants.
- $969M
- total plan assets (2024 EOY)
- N/A
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $97M
- reported net income
Cleveland Clinic 401(k) Plan vs the 2024 asset distribution
By assets, Cleveland Clinic 401(k) Plan outranks 98% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 9.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $969M |
| Net Income | $97M |
| Employer EIN | 340714585 |
| Plan Effective Date | 2024-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Cleveland Clinic Foundation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 116,994 | $9.8B |
| 2023 | 4 | 121,414 | $11.5B |
| 2024 | 5 | 134,707 | $14.6B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Cleveland Clinic 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cleveland Clinic 401(k) Plan by total assets, not by location.
- Spx Retirement Savings and Stock Ownership Plan (NC) $969M · 3,529
- K&l Gates 401(k) Plan Alpha (PA) $970M · 1,382
- Uline, Inc. Profit Sharing Plan and Trust (WI) $968M · 8,285
- Mccormick 401(k) Retirement Plan (MD) $968M · 4,639
Frequently Asked Questions
How have The Cleveland Clinic Foundation plan assets changed over time? ▼
Where does Cleveland Clinic 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Cleveland Clinic 401(k) Plan? ▼
Next read for Cleveland Clinic 401(k) Plan
Scale reading
Ways to act on Cleveland Clinic 401(k) Plan's numbers.
- By total assets, Cleveland Clinic 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- The Cleveland Clinic Foundation's sponsor-wide assets have grown 49.3% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans