Defined Benefit (Pension) · DOL Form 5500 · 2024
The Cleveland Clinic Foundation Pension Plan
Data updated 2026-08-06
- $1.0B
- Total assets
- 12,592
- Participants
- 98th
- Percentile by assets
- $82,940
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
- #15,394 in Healthcare & Social Assistance (15,613 peers)
Coverage in Ohio
The Cchs Retirement Plan covers 12,592 participants in Ohio, 16x the typical Ohio plan (state average ~787 per filing). Assets: $1.0B.
- $1.0B
- total plan assets (2024 EOY)
- 12,592
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $82,940
- avg assets per participant
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.
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 787 participants across 4,840 plans. The Cchs Retirement Plan reports 12,592 participants - 16x that state average ($1.0B EOY assets).
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)
| 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.
The Cchs Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
- 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
- Parker Defined Benefit Pension Plan $3.5B · 8,120
- Nationwide Retirement Plan - Final Average Pay $3.5B · 5,058
Scale composition for The Cchs Retirement Plan
The Cchs Retirement Plan reports $1.0B in end-of-year assets across 12,592 participants (0.009% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.014% of 89,805,449 covered participants) - about $82,940 per participant (61% 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)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Cchs Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Cchs Retirement Plan assets move in 2024? ▼
How have The Cleveland Clinic Foundation plan assets changed over time? ▼
Where does The Cchs Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to The Cchs Retirement Plan? ▼
Next read for The Cchs Retirement Plan
Filing takeaways
Ways to act on The Cchs Retirement Plan's numbers.
- By total assets, The Cchs Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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