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Cleveland Clinic Savings and Investment Plan
The Cleveland Clinic Foundation, Cleveland OH. Employer ID 340714585, plan number 002. Annual reports on file for 2009 to 2024.
Where the money went
Plans that moved money into this one:
- 2010: money from Mgh Retirement Match Plan moved in.
- 2024: money from Martin Memorial Health Systems, Inc. 403(b) Retirement Savings Plan moved in.
- 2024: money from Union Hospital 403(b) Savings Plan moved in.
- 2024: money from Akron General Health System Matched Retirement Savings Plan moved in.
- 2024: money from Irmc 403(b) Plan moved in.
- Filed 2009-2024Cleveland Clinic Savings and Investment Plan, The Cleveland Clinic Foundation
- TodayCleveland Clinic Savings and Investment Plan still files. Fidelity Investments keeps the records. That is where to ask.
Records are kept by Fidelity Investments, per the 2023 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
| Plan year | Participants | Left, still in the plan | Source |
|---|---|---|---|
| 2013 | 55,495 | 10,749 | Filing |
| 2014 | 56,922 | 13,118 | Filing |
| 2015 | 53,539 | 8,320 | Filing |
| 2016 | 55,665 | 8,942 | Filing |
| 2017 | 57,834 | 9,992 | Filing |
| 2018 | 59,852 | 11,030 | Filing |
| 2019 | 61,791 | 11,653 | Filing |
| 2020 | 64,030 | 12,668 | Filing |
| 2021 | 67,248 | 14,839 | Filing |
| 2022 | 70,934 | 15,512 | Filing |
| 2023 | 81,999 | 15,826 | Filing |
| 2024 | 86,817 | 17,737 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.