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The Cleveland Clinic Foundation Cash Balance Plan
The Cleveland Clinic Foundation, Cleveland OH. Employer ID 340714585, plan number 003. Annual reports on file for 2009 to 2024.
Where the money went
- Filed 2009-2024The Cleveland Clinic Foundation Cash Balance Plan, The Cleveland Clinic Foundation
- TodayThe Cleveland Clinic Foundation Cash Balance Plan still files. Fideltiy Investments keeps the records. That is where to ask.
Records are kept by Fideltiy Investments, per the 2014 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 | 4,845 | 661 | Filing |
| 2014 | 4,845 | 775 | Filing |
| 2015 | 4,989 | 925 | Filing |
| 2016 | 5,142 | 928 | Filing |
| 2017 | 5,041 | 1,072 | Filing |
| 2018 | 5,191 | 1,115 | Filing |
| 2019 | 5,328 | 1,135 | Filing |
| 2020 | 5,606 | 1,204 | Filing |
| 2021 | 5,803 | 1,220 | Filing |
| 2022 | 6,134 | 1,307 | Filing |
| 2023 | 6,368 | 1,322 | Filing |
| 2024 | 6,518 | 1,300 | Filing |
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.