401(k) · DOL Form 5500 · 2024
Toledo Clinic, Inc. 401(k) Plan
Data updated 2026-08-25
- $261M
- Total assets Near avg plan size
- 1,528
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $170,841
- Avg per participant Above avg balance/head
Official DOL plan name: Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust · Sponsored by Toledo Clinic, Inc. · Ohio · Healthcare & Social Assistance
$261M in assets, 1,528 participants
Toledo Clinic, Inc.'s Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported $261M in total assets and 1,528 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #16,185 in Healthcare & Social Assistance (16,916 peers)
Where Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust sits by assets
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust sits in the top 5% of all filed plans by assets, $261M for 1,528 participants (~$170,841/participant), up 16.5% in 2024.
- #16,185
- in Healthcare & Social Assistance (16,916 peers)
- +16.5%
- assets growth YoY
- 2.6×
- vs typical plan assets (national mean)
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$261,045,142 Top 5% higher than 95% 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
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust lands in the large band (1,528 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $224M in the plan year 2023 filing to $261M in the plan year 2024 filing.
- Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported net income rose from $36M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust reported participants rose from 1,495 in the plan year 2023 filing to 1,528 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 340936207 · Toledo Clinic, Inc. PY 2024 · 401(k)
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust · $261M · 1,528 · 95th
- EBSA $261M
- EBSA 1,528
- EBSA 95th
- EBSA 401(k)
- EBSA near Carhartt, Inc. 401(k) Retirement Savings Plan
- EBSA ind #16185
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 →
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $224M |
|---|---|
| Net Assets (End of Year) | $261M |
| Net Income | $37M |
| Employer EIN | 340936207 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Toledo Clinic, Inc.)
Sponsor-wide plan assets over time
All Toledo Clinic, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $261M 38.35325012381004% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,540 | $189M |
| 2023 | 1 | 1,495 | $224M |
| 2024 | 1 | 1,528 | $261M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Carhartt, Inc. 401(k) Retirement Savings Plan in MI ($261M); by covered participants it is Whelen Engineering Company, Inc. 401(k) Plan in CT (1,528 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($261M here).
- Carhartt, Inc. 401(k) Retirement Savings Plan (MI) $261M · 2,006
- Flatiron Construction Corp. 401(k) Profit Sharing Plan (CO) $261M · 1,384
- First Merchants Corporation Retirement Income and Savings Plan (IN) $261M · 2,210
- Panoramic Health 401(k) Plan (AZ) $261M · 1,885
Similar participant headcount
Nearest other-state filings by covered participants (1,528 participants); asset peers above are excluded.
- Whelen Engineering Company, Inc. 401(k) Plan (CT) 1,528 · 0 off
- Benco Dental Supply Co. 401(k) Plan (PA) 1,528 · 0 off
- The First Financial Bankshares Inc 401(k) Profit Sharing and Employee Stock Ownership Plan & Trust (TX) 1,528 · 0 off
- Flsmidth 401(k) Plan Trust (PA) 1,528 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.