401(k) · DOL Form 5500 · 2024

Toledo Clinic, Inc. 401(k) Plan

Data updated 2026-08-11

$261M
Total assets: 1,528
Participants: 95th
Percentile by assets: $170,841
Avg per participant

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.

95th percentile by assets (of 123,622 plans)
#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.

$261M
total plan assets (2024 EOY): 1,528
covered participants: 95th
percentile by assets (of 123,622 plans): $170,841
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Ohio

Industry

Healthcare & Social Assistance

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs the 2024 asset distribution

By assets, Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Toledo Clinic, Inc. plans on file

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.

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

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

Compare Toledo Clinic, Inc. Employees' 401(k) Pr… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust by total assets, not by location.

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

Frequently Asked Questions

How did Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust grew sharply - up 16.5% during 2024, from $224M to $261M. Reported net income was $37M.

How have Toledo Clinic, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Toledo Clinic, Inc.'s sponsor-wide assets grew 38.4%, from $189M to $261M.

Where does Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Carhartt, Inc. 401(k) Retirement Savings Plan in MI ($261M, 2,006 participants).

Next read for Toledo Clinic, Inc. Employees' 401(k) Pr…

Scale reading

Ways to act on Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust's numbers.

By total assets, Toledo Clinic, Inc. Employees' 401(k) Profit Sharing Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Toledo Clinic, Inc.'s sponsor-wide assets have grown 38.4% 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 340936207.