Money Purchase · DOL Form 5500 · 2024
The Cleveland Clinic Foundation Money Purchase Plan
Data updated 2026-08-25
- $1.6B
- Total assets Very large vs avg
- 4,957
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $327,628
- Avg per participant High balance/head
Official DOL plan name: The Cleveland Clinic Foundation Cash Balance Plan · Sponsored by The Cleveland Clinic Foundation · Ohio · Healthcare & Social Assistance
$1.6B in assets, 4,957 participants
The Cleveland Clinic Foundation's The Cleveland Clinic Foundation Cash Balance Plan reported $1.6B in total assets and 4,957 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.
- #16,776 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
The Cleveland Clinic Foundation Cash Balance Plan covers 4,957 participants in Ohio, 6.5x the typical Ohio plan (state average ~765 per filing). Assets: $1.6B.
- #16,776
- in Healthcare & Social Assistance (16,916 peers)
- +15.2%
- assets growth YoY
- 16×
- vs typical plan assets (national mean)
The Cleveland Clinic Foundation Cash Balance Plan's outsized position by total assets
The Cleveland Clinic Foundation Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,624,051,399 Top 1% higher than 99% 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 Clinic Foundation Cash Balance Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Cleveland Clinic Foundation Cash Balance Plan lands in the large band (4,957 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Cleveland Clinic Foundation Cash Balance Plan end-of-year assets rose from $1.4B in the plan year 2023 filing to $1.6B in the plan year 2024 filing.
- The Cleveland Clinic Foundation Cash Balance Plan reported net income fell from $231M in the plan year 2023 filing to $214M in the plan year 2024 filing.
- The Cleveland Clinic Foundation Cash Balance Plan reported participants rose from 4,739 in the plan year 2023 filing to 4,957 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 340714585 · The Cleveland Clinic Foundation PY 2024 · Money Purchase
The Cleveland Clinic Foundation Cash Balance Plan · $1.6B · 4,957 · 99th
- EIN $1.6B
- RANK 4,957
- PHOTO 99th
- IND Money Purchase
- EOY near Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan
- 5500 ind #16776
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 →
The Cleveland Clinic Foundation Cash Balance Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.4B |
|---|---|
| Net Assets (End of Year) | $1.6B |
| Net Income | $214M |
| Employer EIN | 340714585 |
| Plan Effective Date | 1989-01-01 |
| 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 Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
- University of Dayton Defined Contribution Retirement Plan $382M · 3,130
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118
- Northwest Ohio Carpenters, Millwrights and Pile Drivers Supplemental Pension Plan $354M · 2,346
The Cleveland Clinic Foundation Cash Balance Plan's out-of-state Money Purchase peers by assets and headcount
Outside Ohio, the nearest Money Purchase by assets is Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan in MI ($1.6B); by covered participants it is Presbyterian Homes and Services Employees Retirement Savings and Investment Plan in MN (4,866 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.6B here).
- Central Midwest Regional Council of Carpenters Defined Contribution Pension Plan (MI) $1.6B · 35,197
- Laborers Annuity Plan for Northern California (CA) $1.6B · 29,331
- Brookhaven Science Associates, LLC Retirement Plan (NY) $1.5B · 2,624
- Electrical Workers Deferred Income Plan Local 103, I.B.E.W. (MA) $1.8B · 8,421
Similar participant headcount
Nearest other-state filings by covered participants (4,957 participants); asset peers above are excluded.
- Presbyterian Homes and Services Employees Retirement Savings and Investment Plan (MN) 4,866 · 91 off
- Mainegeneral Health Retirement Income Plan (ME) 4,718 · 239 off
- Nysa-Ila Money Purchase Pension Fund and Plan (NJ) 4,689 · 268 off
- Telephone and Data Systems, Inc. Pension Plan (WI) 5,326 · 369 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.