401(k) · DOL Form 5500 · 2024
The Cleveland Clinic Foundation 401(k) Plan
Data updated 2026-08-25
- $969M
- Total assets Above avg plan size
- N/A
- Participants Small participant base
- 98th
- Percentile by assets National rank
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.
- #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.
- #16,668
- in Healthcare & Social Assistance (16,916 peers)
- $97M
- reported net income
- 9.7×
- vs typical plan assets (national mean)
Cleveland Clinic 401(k) Plan's outsized position by total assets
Cleveland Clinic 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$969,123,282 Top 2% higher than 98% 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
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 340714585 · The Cleveland Clinic Foundation PY 2024 · 401(k)
Cleveland Clinic 401(k) Plan · $969M · N/A · 98th
- PHOTO $969M
- IND N/A
- EOY 98th
- 5500 401(k)
- ASSETS near Spx Retirement Savings and Stock Ownership Plan
- PCT ind #16668
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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →
Cleveland Clinic 401(k) Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Cleveland Clinic Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $14.6B 49.31863650318603% vs 2022
- 2024 filing year
| 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.
- 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
Cleveland Clinic 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside Ohio, the nearest 401(k) by end-of-year assets is Spx Retirement Savings and Stock Ownership Plan in NC at $969M (this filing: $969M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($969M here).
- 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
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.