Cleveland Clinic Foundation 401(k) and pension plans

The Cleveland Clinic Foundation, Cleveland, OH. EIN 34-0714585. Annual reports 2009–2024.

The Cleveland Clinic Foundation has 5 active retirement plans on file. The largest is the Cleveland Clinic Savings and Investment Plan, with 86,817 participants and $9.2 billion in assets in 2024. Fidelity has been its recordkeeper since 2009.

Active plans: 5
Participants: 202,310
Plan assets: $14.6 billion
401(k) recordkeeper: Fidelity
Plans on file: 5
Industry: Health care

All 5 plans

Active plans first

Cleveland Clinic Savings and Investment Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 34-0714585
Participants (2024): 86,817
Net assets (2024): $9.2 billion
Recordkeeper: Fidelity2009–2023
Plan administrator: The Cleveland Clinic Foundation
9500 Euclid Avenue AC-244
Cleveland, OH 44195
(216) 448-0801As filed for 2024
In effect since: January 1, 1971

Plans merged into this one: Akron General Health System Matched Retirement Savings Plan (2024); Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan (2023); Union Hospital 403(b) Savings Plan (2024).

Earlier plan names: The Cleveland Clinic Health System Savings and Investment Plan; The Cleveland Clinic Savings and Investment Plan; Cleveland Clinic Savings & Investment Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	86,817	$9.2 billion	not listed
2023	81,999	$7.5 billion	Fidelity
2022	70,934	$6.3 billion	Fidelity
2021	67,248	$7.5 billion	not listed
2020	64,030	$6.5 billion	not listed
2019	61,791	$5.5 billion	Fidelity
2018	59,852	$4.4 billion	not listed
2017	57,834	$4.6 billion	not listed
2016	55,665	$3.8 billion	not listed
2015	53,539	$3.4 billion	not listed
2014	56,922	$3.3 billion	Fidelity
2013	55,495	$3.0 billion	Fidelity
2012	53,274	$2.5 billion	Fidelity
2011	51,072	$2.1 billion	Fidelity
2010	49,991	$2.1 billion	Fidelity
2009	48,057	$1.7 billion	Fidelity

Cleveland Clinic Investment Pension Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 011Employer EIN 34-0714585
Participants (2024): 73,315
Net assets (2024): $1.8 billion
Last listed recordkeeper: Fidelity2010–2013
Plan administrator: The Cleveland Clinic Foundation
9500 Euclid Avenue AC-244
Cleveland, OH 44195
(216) 448-0801As filed for 2024
In effect since: January 1, 2010

Earlier plan names: Cleveland Clinic Foundation Investment Pension Plan.

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	73,315	$1.8 billion	not listed
2023	59,201	$1.5 billion	not listed
2022	56,209	$1.2 billion	not listed
2021	53,774	$1.4 billion	not listed
2020	52,058	$1.2 billion	not listed
2019	50,284	$977 million	not listed
2018	48,850	$758 million	not listed
2017	46,331	$746 million	not listed
2016	44,760	$587 million	not listed
2015	43,218	$486 million	not listed
2014	44,272	$434 million	not listed
2013	44,505	$352 million	Fidelity
2012	43,474	$237 million	Fidelity
2011	40,036	$146 million	Fidelity
2010	39,082	$77.7 million	Fidelity

The CCHS Retirement Plan

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 34-0714585
Participants (2024): 24,365
Net assets (2024): $1.0 billion
Last listed administrator: Alight2017–2019
Plan administrator: The Cleveland Clinic Foundation
9500 Euclid Avenue AC-244
Cleveland, OH 44195
(216) 448-0801As filed for 2024
In effect since: January 1, 1941

Plans merged into this one: Martin Memorial Health Systems,inc. Pension Plan (2019).

Earlier plan names: CCHS Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	24,365	$1.0 billion	not listed
2023	25,398	$1.1 billion	not listed
2022	26,577	$1.1 billion	not listed
2021	27,806	$1.4 billion	not listed
2020	29,142	$1.5 billion	not listed
2019	30,540	$1.4 billion	Alight
2018	30,663	$1.2 billion	Alight
2017	32,138	$1.2 billion	Alight
2016	33,838	$1.2 billion	not listed
2015	35,447	$1.2 billion	not listed
2014	37,625	$1.2 billion	not listed
2013	43,845	$1.3 billion	not listed
2012	48,458	$1.2 billion	not listed
2011	50,037	$1.0 billion	not listed
2010	51,296	$947 million	not listed
2009	51,600	$848 million	not listed

Cleveland Clinic 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 34-0714585
Participants (2024): 11,295
Net assets (2024): $969 million
Plan administrator: The Cleveland Clinic Foundation
9500 Euclid Avenue AC-244
Cleveland, OH 44195
(216) 448-0801As filed for 2024
In effect since: January 1, 2024

Plans merged into this one: Akron General Health System 401(k) Plan (2024).

The Cleveland Clinic Foundation Cash Balance Plan

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 34-0714585
Participants (2024): 6,518
Net assets (2024): $1.6 billion
Last listed recordkeeper: Fidelity2009–2014
Plan administrator: The Cleveland Clinic Foundation
9500 Euclid Avenue, AC-244
Cleveland, OH 44195
(216) 448-0801As filed for 2024
In effect since: January 1, 1989

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,518	$1.6 billion	not listed
2023	6,368	$1.4 billion	not listed
2022	6,134	$1.2 billion	not listed
2021	5,803	$1.4 billion	not listed
2020	5,606	$1.2 billion	not listed
2019	5,328	$1.0 billion	not listed
2018	5,191	$828 million	not listed
2017	5,041	$854 million	not listed
2016	5,142	$715 million	not listed
2015	4,989	$655 million	not listed
2014	4,845	$639 million	Fidelity
2013	4,845	$585 million	Fidelity
2012	4,815	$480 million	Fidelity
2011	4,595	$409 million	Fidelity
2010	4,382	$399 million	Fidelity
2009	4,038	$334 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Cleveland Clinic Savings and Investment Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((216) 448-0801). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 5 plans

Cleveland Clinic Savings and Investment Plan

Cleveland Clinic Investment Pension Plan

The CCHS Retirement Plan

Cleveland Clinic 401(k) Plan

The Cleveland Clinic Foundation Cash Balance Plan

If you had money in one of these plans

What these numbers are

Other health care employers in OH