Find an old Cleveland Clinic Foundation 401(k)
Cleveland Clinic 401(k) Plan
The Cleveland Clinic Foundation · Plan 004 · EIN 34-0714585 · Cleveland, OH
| Plan administrator | The Cleveland Clinic Foundation 9500 Euclid Avenue Ac-244, Cleveland, OH 44195-0001 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 2,779 separated participants still had money in the plan | Form 5500 ↗ |
Cleveland Clinic Savings and Investment Plan
The Cleveland Clinic Foundation · Plan 002 · EIN 34-0714585 · Cleveland, OH
| Plan administrator | The Cleveland Clinic Foundation 9500 Euclid Avenue Ac-244, Cleveland, OH 44195-0001 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments | 2023 Schedule C ↗ |
| Former employees with balances | 17,737 separated participants still had money in the plan | Form 5500 ↗ |
Cleveland Clinic Investment Pension Plan
The Cleveland Clinic Foundation · Plan 011 · EIN 34-0714585 · Cleveland, OH
| Plan administrator | The Cleveland Clinic Foundation 9500 Euclid Avenue Ac-244, Cleveland, OH 44195-0001 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 7,122 separated participants still had money in the plan | Form 5500 ↗ |
The Cleveland Clinic Foundation Cash Balance Plan
The Cleveland Clinic Foundation · Plan 003 · EIN 34-0714585 · Cleveland, OH
| Plan administrator | The Cleveland Clinic Foundation 9500 Euclid Avenue, Ac-244, Cleveland, OH 44195 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 1,300 separated participants still had money in the plan | Form 5500 ↗ |
The Cchs Retirement Plan
The Cleveland Clinic Foundation · Plan 001 · EIN 34-0714585 · Cleveland, OH
| Plan administrator | The Cleveland Clinic Foundation 9500 Euclid Avenue Ac-244, Cleveland, OH 44195-0001 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 6,274 separated participants still had money in the plan | Form 5500 ↗ |
Cleveland Clinic Foundation 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Cleveland Clinic Foundation 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: The Cleveland Clinic Foundation, (216) 448-0801. Have your Social Security number and dates of employment ready.
What is the Cleveland Clinic Foundation 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (216) 448-0801.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Cleveland Clinic Foundation and does not hold accounts. Not financial advice. Report a correction