Profit Sharing · DOL Form 5500 · 2024

The Cleveland Clinic Foundation Profit Sharing Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
51,751
Participants Very large workforce
99th
Percentile by assets National rank
$34,224
Avg per participant Low balance/head
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Official DOL plan name: Cleveland Clinic Investment Pension Plan · Sponsored by The Cleveland Clinic Foundation · Ohio · Healthcare & Social Assistance

$1.8B in assets, 51,751 participants

The Cleveland Clinic Foundation's Cleveland Clinic Investment Pension Plan reported $1.8B in total assets and 51,751 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.

  • #16,791 in Healthcare & Social Assistance (16,916 peers)

Coverage in Ohio

Cleveland Clinic Investment Pension Plan covers 51,751 participants in Ohio, 68x the typical Ohio plan (state average ~765 per filing). Assets: $1.8B.

#16,791
in Healthcare & Social Assistance (16,916 peers)
+21.3%
assets growth YoY
18×
vs typical plan assets (national mean)

Cleveland Clinic Investment Pension Plan's outsized position by total assets

Cleveland Clinic Investment Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,771,113,936 Top 1% higher than 99% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Cleveland Clinic Investment Pension Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cleveland Clinic Investment Pension Plan is a mega filing (51,751 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cleveland Clinic Investment Pension Plan end-of-year assets rose from $1.5B in the plan year 2023 filing to $1.8B in the plan year 2024 filing.
  • Cleveland Clinic Investment Pension Plan reported participants rose from 48,582 in the plan year 2023 filing to 51,751 in the plan year 2024 filing.
  • Cleveland Clinic Investment Pension Plan reported net income rose from $272M in the plan year 2023 filing to $276M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 340714585 · The Cleveland Clinic Foundation PY 2024 · Profit Sharing

Cleveland Clinic Investment Pension Plan · $1.8B · 51,751 · 99th

  • VS-ST $1.8B
  • BOY 51,751
  • SCH 99th
  • EBSA Profit Sharing
  • PART near Pipe Trades Services Mn Pension Supplement Fund
  • TYPE ind #16791

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 Investment Pension Plan in the asset neighbourhood

Baylor College of Medicine Retirement PlanBaylor College of Medicine R…$2.0BHenry Ford Health System Retirement Savings PlanHenry Ford Health System Ret…$1.8BPipe Trades Services Mn Pension Supplement FundPipe Trades Services Mn Pens…$1.8BAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOAnnuity Fd of the Iuoe Local…$1.8BCleveland Clinic Investment Pension PlanCleveland Clinic Investment …$1.8B
End-of-year total assets ($B) among Cleveland Clinic Investment Pension Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$1.5B
Net Assets (End of Year)$1.8B
Net Income$276M
Employer EIN340714585
Plan Effective Date2010-01-01
Filing StatusFILING 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
$8B$10B$12B$14B$16B 202220232024 $9.79B $14.6B ▲ +49.3%
Year Plans Participants Total Assets
2022 4 116,994 $9.8B
2023 4 121,414 $11.5B
2024 5 134,707 $14.6B

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Cleveland Clinic Investment Pension Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 00.511.52 Total assets ($B) Participants Cleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.183281001 · Participants: 2110Holzer Health System 401a Profit Sharing Plan
Cleveland Clinic Investment Pension Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Cleveland Clinic Investment Pension Plan side-by-side with 3 peers →

Scale composition for Cleveland Clinic Investment Pension Plan

Cleveland Clinic Investment Pension Plan reports $1.8B in end-of-year assets across 51,751 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.055% of 93,925,755 covered participants) - about $34,224 per participant (25% of the national average assets-per-participant) . Net income for plan year 2024 was $276M.

This plan identity (EIN 340714585, plan #011) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.2B to $1.8B (+49.0%) while covered participants moved from 46,417 to 51,751 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 46,417 $1.2B Open filing
2023 48,582 $1.5B Open filing
2024 · index core 51,751 $1.8B This page

The same sponsor also keeps 3 other index-core plans on PlainRetire:

Cleveland Clinic Investment Pension Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Pipe Trades Services Mn Pension Supplement Fund in MN ($1.8B); by covered participants it is Retirement Wealth Builder Plan of Pwc in FL (45,185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51,751 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.

Frequently Asked Questions

How did Cleveland Clinic Investment Pension Plan assets move in 2024? ▼
Cleveland Clinic Investment Pension Plan grew sharply - up 21.3% during 2024, from $1.5B to $1.8B. Reported net income was $276M.
How have The Cleveland Clinic Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Cleveland Clinic Foundation's sponsor-wide assets grew 49.3%, from $9.8B to $14.6B.
Where does Cleveland Clinic Investment Pension Plan rank by assets among Form 5500 filers? ▼
Cleveland Clinic Investment Pension Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Profit Sharing plans are similar in size to Cleveland Clinic Investment Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pipe Trades Services Mn Pension Supplement Fund in MN ($1.8B, 6,017 participants).
Which Profit Sharing plans cover a similar participant headcount to Cleveland Clinic Investment Pension Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Retirement Wealth Builder Plan of Pwc in FL (45,185 participants, $5.7B in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340714585.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.