Other · DOL Form 5500 · 2024

The Cleveland Clinic Foundation Retirement Plan

Data updated 2026-07-24

$9.2B
Total assets: 65,407
Participants: 100th
Percentile by assets: $140,763
Avg per participant

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.

100th percentile by assets (of 116,472 plans)

Coverage in Ohio

Cleveland Clinic Savings and Investment Plan covers 65,407 participants in Ohio, 83x the typical Ohio plan (state average ~787 per filing). Assets: $9.2B.

$9.2B
total plan assets (2024 EOY): 65,407
covered participants: 100th
percentile by assets (of 116,472 plans): $140,763
avg assets per participant

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.

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 Savings and Investment Plan reports 65,407 participants - 83x that state average ($9.2B EOY assets).

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)

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 Other Plans in Ohio

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

Cleveland Clinic Savings and Investment Plan vs. nearby Other plans in Ohio, assets vs. participants

Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Summa Health 403(b) Retirement Savings Plan $855M · 4,697
Nationwide Children's Hospital Inc 403(b) Tax Sheltered Annuity Plan $841M · 10,845

Compare Cleveland Clinic Savings and Investment … side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Cleveland Clinic Savings and Investment Plan by total assets, not by location.

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
Sutter Health 403(b) Savings Plan (CA) $7.6B · 54,954

Frequently Asked Questions

How did Cleveland Clinic Savings and Investment Plan assets move in 2024? ▼

Cleveland Clinic Savings and Investment Plan grew sharply - up 22.7% during 2024, from $7.5B to $9.2B. Reported net income was $1.2B.

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 Savings and Investment Plan rank by assets among Form 5500 filers? ▼

Cleveland Clinic Savings and Investment Plan ranks in the 100th 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 Other plans are similar in size to Cleveland Clinic Savings and Investment Plan? ▼

Among Other plans in other states, the closest by assets is The Mount Sinai Medical Center 403(b) Retirement Plan in NY ($9.5B, 46,826 participants).

Next read for Cleveland Clinic Savings and Investment …

Filing takeaways

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

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