Defined Benefit (Pension) · DOL Form 5500 · 2024
The Cleveland Clinic Foundation Pension Plan
Data updated 2026-08-25
- $1.0B
- Total assets Very large vs avg
- 12,592
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $82,940
- Avg per participant Below avg balance/head
Official DOL plan name: The Cchs Retirement Plan · Sponsored by The Cleveland Clinic Foundation · Ohio · Healthcare & Social Assistance
$1.0B in assets, 12,592 participants
The Cleveland Clinic Foundation's The Cchs Retirement Plan reported $1.0B in total assets and 12,592 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.
- #16,684 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
The Cchs Retirement Plan covers 12,592 participants in Ohio, 16x the typical Ohio plan (state average ~765 per filing). Assets: $1.0B.
- #16,684
- in Healthcare & Social Assistance (16,916 peers)
- -5.0%
- assets change YoY
- 10×
- vs typical plan assets (national mean)
The plan reported a net loss of $56M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Cchs Retirement Plan's outsized position by total assets
The Cchs Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,044,380,843 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
The Cchs Retirement 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. The Cchs Retirement Plan is a mega filing (12,592 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Cchs Retirement Plan reported net income fell from -$4M in the plan year 2023 filing to -$56M in the plan year 2024 filing.
- The Cchs Retirement Plan reported participants fell from 13,403 in the plan year 2023 filing to 12,592 in the plan year 2024 filing.
- The Cchs Retirement Plan end-of-year assets fell from $1.1B in the plan year 2023 filing to $1.0B in the plan year 2024 filing.
DOL schedule card
Filing strip 340714585 · The Cleveland Clinic Foundation PY 2024 · Defined Benefit (Pension)
The Cchs Retirement Plan · $1.0B · 12,592 · 98th
- EOY $1.0B
- EOY 12,592
- EOY 98th
- EOY Defined Benefit (Pension)
- EOY near Chevron Phillips Chemical Company LP Retirement Plan
- EOY ind #16684
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 Cchs Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.0B |
| Net Income | -$56M |
| Employer EIN | 340714585 |
| Plan Effective Date | 1941-01-01 |
| 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 Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Scale composition for The Cchs Retirement Plan
The Cchs Retirement Plan reports $1.0B in end-of-year assets across 12,592 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $82,940 per participant (60% of the national average assets-per-participant) . Net income for plan year 2024 was -$56M.
This plan identity (EIN 340714585, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.0B (-5.4%) while covered participants moved from 14,345 to 12,592 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,345 | $1.1B | Open filing |
| 2023 | 13,403 | $1.1B | Open filing |
| 2024 · index core | 12,592 | $1.0B | This page |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Cleveland Clinic Savings and Investment Plan (Other, $9.2B, 65,407 participants)
- Cleveland Clinic Investment Pension Plan (Profit Sharing, $1.8B, 51,751 participants)
- The Cleveland Clinic Foundation Cash Balance Plan (Money Purchase, $1.6B, 4,957 participants)
The Cchs Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Chevron Phillips Chemical Company LP Retirement Plan in TX ($1.0B); by covered participants it is Massachusetts Institute of Technology Basic Retirement Plan in MA (12,533 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.0B here).
- Chevron Phillips Chemical Company LP Retirement Plan (TX) $1.0B · 4,433
- Electrical Workers Local No. 26 Pension Trust Fund (MD) $1.0B · 7,872
- Western Metal Industry Pension Plan (WA) $1.0B · 1,716
- Georgia-Pacific LLC Salaried Pension Plan (GA) $1.0B · 2,724
Similar participant headcount
Nearest other-state filings by covered participants (12,592 participants); asset peers above are excluded.
- Massachusetts Institute of Technology Basic Retirement Plan (MA) 12,533 · 59 off
- Northrop Grumman Pension Plan (VA) 12,678 · 86 off
- Shell Pension Plan (TX) 12,688 · 96 off
- Fca US LLC UAW Pension Agreement (MI) 12,752 · 160 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.