Cleveland Clinic Foundation 401(k) match, vesting and fees
What Cleveland Clinic Foundation's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Cleveland Clinic Foundation: employer contribution per participant | $1,226 | |
| Peer median | $2,155 |
| Cleveland Clinic Foundation: average balance | $90,801 | |
| Peer median | $66,935 |
| Cleveland Clinic Foundation: admin expenses ÷ assets | 0.07% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $969M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 11,295 | $969M | $13.1M | $1,226 | 0.07% | Not published | Form 5500 ↗ |
Other Cleveland Clinic Foundation plans (4)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Cleveland Clinic Savings and Investment Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments | 2023 Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
Cleveland Clinic Investment Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
The Cleveland Clinic Foundation Cash Balance Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
The Cchs Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cbiz Cpas P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Cleveland Clinic Foundation match 401(k) contributions?
The match terms for the Cleveland Clinic 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $13.1M in employer contributions, about $1,226 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cleveland Clinic Foundation 401(k) match vested?
The vesting schedule for the Cleveland Clinic 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cleveland Clinic Foundation 401(k)?
The filing names The Cleveland Clinic Foundation as plan administrator; it does not list a recordkeeper.
I left Cleveland Clinic Foundation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Cleveland Clinic Foundation, (216) 448-0801). The Cleveland Clinic Foundation old 401(k) page lists the contacts from every plan filing. Find an old Cleveland Clinic Foundation 401(k)
Data from the public Form 5500 annual reports Cleveland Clinic Foundation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cleveland Clinic Foundation. Not financial advice. Report a correction · Methodology