Plan5500

Oclc, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oclc, Inc. (EIN 31-0734115) is a plan sponsor located in Dublin, OH with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-0734115
Location
Dublin, OH
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Oclc, Inc.

  • 5 loaded plans hold $284.7M in reported assets.
  • The largest, Oclc Matching Thrift Plan, holds 54% of this company's reported plan assets.
  • Plans cover 4,435 reported participants.
  • 3 of 5 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$284.7MSummed across loaded plans$284,713,692
Total reported assets$284.7M$284,713,692
Total reported participants4.4K4,435
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$284.7M total assets
Net assets$284.7MLiabilities$0
Contributions & income
Employer contributions$6.8M
Participant contributions$8.6M
Total income / additions$57.3M
Expenses & distributions
Benefits paid / distributions$20.8M
Total expenses$21M
Net increase / (decrease)$36.3M

Data coverage

Plans with financial statements3 / 5 (60%)
Plans with provider compensation3 / 5 (60%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets54%Oclc Matching Thrift Plan
Participants per plan887Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Oclc Matching Thrift Plan$153M
    Plan #003 · 1,333 participants · 2023
  2. 2
    Oclc Retirement Plan$110M
    Plan #001 · 1,055 participants · 2023
  3. 3
    Oclc Supplemental Plan$21.7M
    Plan #002 · 911 participants · 2023
  4. 4
    Oclc Employee Welfare Benefit Plannot reported in the loaded dataset
    Plan #515 · 823 participants · 2023
  5. 5
    Oclc Retiree Welfare Benefit Plannot reported in the loaded dataset
    Plan #516 · 313 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Oclc, Inc.. Open one for its full reported snapshot.

  1. 2023
    Oclc Retiree Welfare Benefit Plan313 participants · 2No schedules
    View filing →
  2. 2023
    Oclc Employee Welfare Benefit Plan823 participants · 2No schedules
    View filing →
  3. 2023
    Oclc Matching Thrift Plan1,333 participants · 2Sch HSch C
    View filing →
  4. 2023
    Oclc Retirement Plan1,055 participants · 2Sch HSch C
    View filing →
  5. 2023
    Oclc Supplemental Plan911 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Oclc, Inc. report on Form 5500?
Oclc, Inc. (EIN 31-0734115) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Oclc, Inc.?
The Employer Identification Number (EIN) reported for Oclc, Inc. is 31-0734115.
What is the latest Form 5500 filing year for Oclc, Inc.?
The latest loaded Form 5500 filing year for Oclc, Inc. is 2023.

Related Form 5500 pages