Civic Intelligence

The Cleveland Foundation

Plan context: The Cleveland Foundation Retirement Plan

EIN 34-0714588 • 15 filings • 1 plans

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Current Snapshot

Latest Year

2024

2024 Participants

84

2024 Assets

$22,182,829

2024 Contributions

$1,840,467

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$24,489,496$12,244,748$0201020172024YearValue
$22,182,829Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

87440201020172024YearValue
84Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024184$22,182,829$1,840,467$21,910iApproximate average salary by contribution assumption: employee only about $547,758 at 4% or $365,172 at 6%; with 50% employer match about $365,172 at 4% or $243,448 at 6%; with 100% employer match about $273,879 at 4% or $182,586 at 6%.
The Cleveland Foundation Retirement Plan-84$22,182,829$1,840,467$21,910iApproximate average salary by contribution assumption: employee only about $547,758 at 4% or $365,172 at 6%; with 50% employer match about $365,172 at 4% or $243,448 at 6%; with 100% employer match about $273,879 at 4% or $182,586 at 6%.
2023181$24,046,619$1,702,432$21,018iApproximate average salary by contribution assumption: employee only about $525,442 at 4% or $350,295 at 6%; with 50% employer match about $350,295 at 4% or $233,530 at 6%; with 100% employer match about $262,721 at 4% or $175,147 at 6%.
The Cleveland Foundation Retirement Plan-81$24,046,619$1,702,432$21,018iApproximate average salary by contribution assumption: employee only about $525,442 at 4% or $350,295 at 6%; with 50% employer match about $350,295 at 4% or $233,530 at 6%; with 100% employer match about $262,721 at 4% or $175,147 at 6%.
2022184$20,570,433$1,689,503$20,113iApproximate average salary by contribution assumption: employee only about $502,828 at 4% or $335,219 at 6%; with 50% employer match about $335,219 at 4% or $223,479 at 6%; with 100% employer match about $251,414 at 4% or $167,609 at 6%.
The Cleveland Foundation Retirement Plan-84$20,570,433$1,689,503$20,113iApproximate average salary by contribution assumption: employee only about $502,828 at 4% or $335,219 at 6%; with 50% employer match about $335,219 at 4% or $223,479 at 6%; with 100% employer match about $251,414 at 4% or $167,609 at 6%.
2021186$24,489,496$1,638,198$19,049iApproximate average salary by contribution assumption: employee only about $476,220 at 4% or $317,480 at 6%; with 50% employer match about $317,480 at 4% or $211,653 at 6%; with 100% employer match about $238,110 at 4% or $158,740 at 6%.
The Cleveland Foundation Retirement Plan-86$24,489,496$1,638,198$19,049iApproximate average salary by contribution assumption: employee only about $476,220 at 4% or $317,480 at 6%; with 50% employer match about $317,480 at 4% or $211,653 at 6%; with 100% employer match about $238,110 at 4% or $158,740 at 6%.
2020187$20,646,379$1,624,367$18,671iApproximate average salary by contribution assumption: employee only about $466,772 at 4% or $311,181 at 6%; with 50% employer match about $311,181 at 4% or $207,454 at 6%; with 100% employer match about $233,386 at 4% or $155,591 at 6%.
The Cleveland Foundation Retirement Plan-87$20,646,379$1,624,367$18,671iApproximate average salary by contribution assumption: employee only about $466,772 at 4% or $311,181 at 6%; with 50% employer match about $311,181 at 4% or $207,454 at 6%; with 100% employer match about $233,386 at 4% or $155,591 at 6%.
2019184$17,275,685$1,766,534$21,030iApproximate average salary by contribution assumption: employee only about $525,754 at 4% or $350,503 at 6%; with 50% employer match about $350,503 at 4% or $233,669 at 6%; with 100% employer match about $262,877 at 4% or $175,251 at 6%.
The Cleveland Foundation Retirement Plan-84$17,275,685$1,766,534$21,030iApproximate average salary by contribution assumption: employee only about $525,754 at 4% or $350,503 at 6%; with 50% employer match about $350,503 at 4% or $233,669 at 6%; with 100% employer match about $262,877 at 4% or $175,251 at 6%.
2018185$14,958,921$1,426,240$16,779iApproximate average salary by contribution assumption: employee only about $419,482 at 4% or $279,655 at 6%; with 50% employer match about $279,655 at 4% or $186,437 at 6%; with 100% employer match about $209,741 at 4% or $139,827 at 6%.
The Cleveland Foundation Retirement Plan-85$14,958,921$1,426,240$16,779iApproximate average salary by contribution assumption: employee only about $419,482 at 4% or $279,655 at 6%; with 50% employer match about $279,655 at 4% or $186,437 at 6%; with 100% employer match about $209,741 at 4% or $139,827 at 6%.
2017179$15,051,601$1,241,978$15,721iApproximate average salary by contribution assumption: employee only about $393,031 at 4% or $262,021 at 6%; with 50% employer match about $262,021 at 4% or $174,680 at 6%; with 100% employer match about $196,516 at 4% or $131,010 at 6%.
The Cleveland Foundation Retirement Plan-79$15,051,601$1,241,978$15,721iApproximate average salary by contribution assumption: employee only about $393,031 at 4% or $262,021 at 6%; with 50% employer match about $262,021 at 4% or $174,680 at 6%; with 100% employer match about $196,516 at 4% or $131,010 at 6%.
2016178$13,872,610$1,245,183$15,964iApproximate average salary by contribution assumption: employee only about $399,097 at 4% or $266,065 at 6%; with 50% employer match about $266,065 at 4% or $177,376 at 6%; with 100% employer match about $199,549 at 4% or $133,032 at 6%.
The Cleveland Foundation Retirement Plan-78$13,872,610$1,245,183$15,964iApproximate average salary by contribution assumption: employee only about $399,097 at 4% or $266,065 at 6%; with 50% employer match about $266,065 at 4% or $177,376 at 6%; with 100% employer match about $199,549 at 4% or $133,032 at 6%.
2015176$12,388,203$1,148,534$15,112iApproximate average salary by contribution assumption: employee only about $377,807 at 4% or $251,871 at 6%; with 50% employer match about $251,871 at 4% or $167,914 at 6%; with 100% employer match about $188,904 at 4% or $125,936 at 6%.
The Cleveland Foundation Retirement Plan-76$12,388,203$1,148,534$15,112iApproximate average salary by contribution assumption: employee only about $377,807 at 4% or $251,871 at 6%; with 50% employer match about $251,871 at 4% or $167,914 at 6%; with 100% employer match about $188,904 at 4% or $125,936 at 6%.
2014178$12,431,706$1,160,378$14,877iApproximate average salary by contribution assumption: employee only about $371,916 at 4% or $247,944 at 6%; with 50% employer match about $247,944 at 4% or $165,296 at 6%; with 100% employer match about $185,958 at 4% or $123,972 at 6%.
The Cleveland Foundation Retirement Plan-78$12,431,706$1,160,378$14,877iApproximate average salary by contribution assumption: employee only about $371,916 at 4% or $247,944 at 6%; with 50% employer match about $247,944 at 4% or $165,296 at 6%; with 100% employer match about $185,958 at 4% or $123,972 at 6%.
2013178$11,060,625$1,229,140$15,758iApproximate average salary by contribution assumption: employee only about $393,955 at 4% or $262,637 at 6%; with 50% employer match about $262,637 at 4% or $175,091 at 6%; with 100% employer match about $196,978 at 4% or $131,318 at 6%.
The Cleveland Foundation Retirement Plan-78$11,060,625$1,229,140$15,758iApproximate average salary by contribution assumption: employee only about $393,955 at 4% or $262,637 at 6%; with 50% employer match about $262,637 at 4% or $175,091 at 6%; with 100% employer match about $196,978 at 4% or $131,318 at 6%.
2012173$9,509,255$957,585$13,118iApproximate average salary by contribution assumption: employee only about $327,940 at 4% or $218,627 at 6%; with 50% employer match about $218,627 at 4% or $145,751 at 6%; with 100% employer match about $163,970 at 4% or $109,313 at 6%.
The Cleveland Foundation Retirement Plan-73$9,509,255$957,585$13,118iApproximate average salary by contribution assumption: employee only about $327,940 at 4% or $218,627 at 6%; with 50% employer match about $218,627 at 4% or $145,751 at 6%; with 100% employer match about $163,970 at 4% or $109,313 at 6%.
2011164$8,260,742$863,877$13,498iApproximate average salary by contribution assumption: employee only about $337,452 at 4% or $224,968 at 6%; with 50% employer match about $224,968 at 4% or $149,979 at 6%; with 100% employer match about $168,726 at 4% or $112,484 at 6%.
The Cleveland Foundation Retirement Plan-64$8,260,742$863,877$13,498iApproximate average salary by contribution assumption: employee only about $337,452 at 4% or $224,968 at 6%; with 50% employer match about $224,968 at 4% or $149,979 at 6%; with 100% employer match about $168,726 at 4% or $112,484 at 6%.
2010168$8,593,601$1,318,189$19,385iApproximate average salary by contribution assumption: employee only about $484,628 at 4% or $323,086 at 6%; with 50% employer match about $323,086 at 4% or $215,390 at 6%; with 100% employer match about $242,314 at 4% or $161,543 at 6%.
The Cleveland Foundation Retirement Plan-68$8,593,601$1,318,189$19,385iApproximate average salary by contribution assumption: employee only about $484,628 at 4% or $323,086 at 6%; with 50% employer match about $323,086 at 4% or $215,390 at 6%; with 100% employer match about $242,314 at 4% or $161,543 at 6%.