Other · DOL Form 5500 · 2024
The Cleveland Clinic Foundation Retirement Plan
Data updated 2026-08-25
- $9.2B
- Total assets Very large vs avg
- 65,407
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $140,763
- Avg per participant Near avg balance/head
Official DOL plan name: Cleveland Clinic Savings and Investment Plan · Sponsored by The Cleveland Clinic Foundation · Ohio · Healthcare & Social Assistance
$9.2B in assets, 65,407 participants
The Cleveland Clinic Foundation's Cleveland Clinic Savings and Investment Plan reported $9.2B in total assets and 65,407 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #16,901 in Healthcare & Social Assistance (16,916 peers)
Coverage in Ohio
Cleveland Clinic Savings and Investment Plan covers 65,407 participants in Ohio, 86x the typical Ohio plan (state average ~765 per filing). Assets: $9.2B.
- #16,901
- in Healthcare & Social Assistance (16,916 peers)
- +22.7%
- assets growth YoY
- 92×
- vs typical plan assets (national mean)
Cleveland Clinic Savings and Investment Plan's outsized position by total assets
Cleveland Clinic Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,206,868,551 Highest reported value at or above every one 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
Cleveland Clinic Savings and Investment 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 Savings and Investment Plan is a mega filing (65,407 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cleveland Clinic Savings and Investment Plan end-of-year assets rose from $7.5B in the plan year 2023 filing to $9.2B in the plan year 2024 filing.
- Cleveland Clinic Savings and Investment Plan reported participants rose from 54,690 in the plan year 2023 filing to 65,407 in the plan year 2024 filing.
- Cleveland Clinic Savings and Investment Plan reported net income rose from $1.2B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 340714585 · The Cleveland Clinic Foundation PY 2024 · Other
Cleveland Clinic Savings and Investment Plan · $9.2B · 65,407 · 100th
- EBSA $9.2B
- EBSA 65,407
- EBSA 100th
- EBSA Other
- EBSA near The Mount Sinai Medical Center 403(b) Retirement Plan
- EBSA ind #16901
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 Savings and Investment Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $7.5B |
|---|---|
| Net Assets (End of Year) | $9.2B |
| Net Income | $1.2B |
| Employer EIN | 340714585 |
| Plan Effective Date | 1971-01-01 |
| 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 Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
- Faculty and Key Administrative Employee's Retirement Plan a $2.1B · 1,944
- Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
- Summa Health 403(b) Retirement Savings Plan $855M · 4,697
Scale composition for Cleveland Clinic Savings and Investment Plan
Cleveland Clinic Savings and Investment Plan reports $9.2B in end-of-year assets across 65,407 participants (0.075% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.070% of 93,925,755 covered participants) - about $140,763 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2024 was $1.2B.
This plan identity (EIN 340714585, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $6.3B to $9.2B (+45.7%) while covered participants moved from 51,726 to 65,407 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 51,726 | $6.3B | Open filing |
| 2023 | 54,690 | $7.5B | Open filing |
| 2024 · index core | 65,407 | $9.2B | This page |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- 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 (Defined Benefit (Pension), $1.0B, 12,592 participants)
Cleveland Clinic Savings and Investment Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is The Mount Sinai Medical Center 403(b) Retirement Plan in NY ($9.5B); by covered participants it is Upmc 403(b) Retirement Savings Plan in PA (78,872 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.2B here).
- The Mount Sinai Medical Center 403(b) Retirement Plan (NY) $9.5B · 46,826
- Johns Hopkins University 403(b) Plan (MD) $8.8B · 25,833
- Yale University Retirement Account Plan (CT) $8.3B · 13,197
- University of Rochester Retirement Program (NY) $8.0B · 30,335
Similar participant headcount
Nearest other-state filings by covered participants (65,407 participants); asset peers above are excluded.
- Upmc 403(b) Retirement Savings Plan (PA) 78,872 · 13,465 off
- The Retirement Savings Plan (NY) 45,574 · 19,833 off
- Mayo 403(b) Plan (MN) 85,933 · 20,526 off
- Fca US LLC UAW Savings Plan (MI) 44,591 · 20,816 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.