Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort

Companies

Plans

  • planOclc Matching Thrift PlanFinancial statementProvider compensation2023 filing
    $153Mreported assets (EOY)
    Sponsor: Oclc, Inc.EIN: 31-0734115Plan: 003Participants: 1,333Assets: $152,985,659Net assets: $153MAssets / participant: $114.8KLocation: Dublin, OHLatest: 2023
    View financial statement
  • planOclc Retirement PlanFinancial statementProvider compensation2023 filing
    $110Mreported assets (EOY)
    Sponsor: Oclc, Inc.EIN: 31-0734115Plan: 001Participants: 1,055Assets: $109,996,851Net assets: $110MAssets / participant: $104.3KLocation: Dublin, OHLatest: 2023
    View financial statement
  • planOclc Supplemental PlanFinancial statementProvider compensation2023 filing
    $21.7Mreported assets (EOY)
    Sponsor: Oclc, Inc.EIN: 31-0734115Plan: 002Participants: 911Assets: $21,731,182Net assets: $21.7MAssets / participant: $23.9KLocation: Dublin, OHLatest: 2023
    View financial statement

Service providers

Filings