Profit Sharing · DOL Form 5500 · 2024

The Cleveland Clinic Foundation Profit Sharing Plan

Data updated 2026-08-06

$1.8B
Total assets: 51,751
Participants: 99th
Percentile by assets: $34,224
Avg per participant

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.

99th percentile by assets (of 116,472 plans)

Coverage in Ohio

Cleveland Clinic Investment Pension Plan covers 51,751 participants in Ohio, 66x the typical Ohio plan (state average ~787 per filing). Assets: $1.8B.

$1.8B
total plan assets (2024 EOY): 51,751
covered participants: 99th
percentile by assets (of 116,472 plans): $34,224
avg assets per participant

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 →

State

Ohio

Industry

Healthcare & Social Assistance

Participants vs Ohio filers

In Ohio, the average filing covers about 787 participants across 4,840 plans. Cleveland Clinic Investment Pension Plan reports 51,751 participants - 66x that state average ($1.8B EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$1.5B
Net Assets (End of Year)	$1.8B
Net Income	$276M
Employer EIN	340714585
Plan Effective Date	2010-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Cleveland Clinic Foundation)

Total plan assets by year, all The Cleveland Clinic Foundation plans on file

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

Masterbrand, Inc. Retirement Savings Plan $544M · 6,062
Worthington Steel, Inc. 401(k) Retirement Savings Plan $523M · 2,500
The Employer Retirement Savings Plan - Premier Health Partners $244M · 12,736
Three Rivers Annuity Fund $214M · 960
Holzer Health System 401a Profit Sharing Plan $183M · 2,110

Compare Cleveland Clinic Investment Pension Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Cleveland Clinic Investment Pension Plan by total assets, not by location.

Pipe Trades Services Mn Pension Supplement Fund (MN) $1.8B · 6,017
Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO (NY) $1.8B · 5,817
Henry Ford Health System Retirement Savings Plan (MI) $1.8B · 13,461
Baylor College of Medicine Retirement Plan (TX) $2.0B · 10,721

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 116,472 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).

Next read for Cleveland Clinic Investment Pension Plan

Filing takeaways

Ways to act on Cleveland Clinic Investment Pension Plan's numbers.

By total assets, Cleveland Clinic Investment Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing 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

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.