The Cleveland Foundation Retirement Plan — Form 5500 plan (The Cleveland Foundation)
Plain-English plan 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, The Cleveland Foundation Retirement Plan is a benefit plan reported by The Cleveland Foundation under EIN 34-0714588 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $24,046,619 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$24MPlan net assets, end of year$24,046,619
Participants118Covered participants reported
Assets / participant$203.8KComputed: assets ÷ participants$203,785 (computed)
Provider compensation$106.4K3 Schedule C provider row(s)$106,385
- Plan sponsor
- The Cleveland Foundation
- EIN
- 34-0714588
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 118 | H, C | 20241007135502NAL0007650499003 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$24M total assets
Net assets$24MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $24,046,619
- Net assets (EOY)
- $24,046,619
- Net assets (BOY)
- $20,570,433
Income & contributions
- Employer contributions
- $788,933
- Participant contributions
- $905,897
- Total contributions
- $1,702,432
- Total income / additions
- $5,531,728
Expenses & distributions
- Benefits paid
- $1,949,157
- Administrative expenses
- $106,385
- Total expenses
- $2,055,542
- Net increase / (decrease)
- $3,476,186
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
47%53%
Employer 47%Participant 53%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $59,046 | $0 | 2023 |
| Peak Wealth Solutions | INVESTMENT ADVISOR | $47,099 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Inst Oper Co | RECORDKEEPER | $240 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cleveland Foundation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Principal Life Insurance Company — Schedule C compensation
- Peak Wealth Solutions — Schedule C compensation
- Fidelity Investments Inst Oper Co — Schedule C compensation