Other · DOL Form 5500 · 2022

Western Reserve Academy Retirement Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
116
Participants Small participant base
66th
Percentile by assets National rank
$89,079
Avg per participant Below avg balance/head
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Official DOL plan name: Western Reserve Academy Employee Retirement Plan · Sponsored by Western Reserve Academy · Ohio · Educational Services

$10M in assets, 116 participants

Western Reserve Academy's Western Reserve Academy Employee Retirement Plan reported $10M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 66th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,940 in Educational Services (4,024 peers)

Coverage in Ohio

Western Reserve Academy Employee Retirement Plan covers 116 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $10M.

#1,940
in Educational Services (4,024 peers)
-14.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western Reserve Academy Employee Retirement Plan's mid-pack asset rank among Educational Services and all filers

Western Reserve Academy Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,333,206 Top 34% higher than 66% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Western Reserve Academy Employee Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Reserve Academy Employee Retirement Plan sits mid-pack in the medium band (116 participants).

Form 5500 schedule snapshot

Filing strip 340714390 · Western Reserve Academy PY 2022 · Other

Western Reserve Academy Employee Retirement Plan · $10M · 116 · 66th

  • EBSA $10M
  • EBSA 116
  • EBSA 66th
  • EBSA Other
  • EBSA near Museum of Flight 403(b) Plan
  • EBSA ind #1940

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Educational Services retirement plans → · Plans in Ohio →

Western Reserve Academy Employee Retirement Plan in the asset neighbourhood

Baton Rouge Christian Education Foundation, Inc., Dba the Dunham School Defined Contribution Retirement PlanBaton Rouge Christian Educat…$10MWestern Reserve Academy Employee Retirement PlanWestern Reserve Academy Empl…$10MMuseum of Flight 403(b) Plan$10MDimock Community Foundation 403(b) PlanDimock Community Foundation …$10MCanopy Children's Solutions Retirement PlanCanopy Children's Solutions …$10M
End-of-year total assets ($M) among Western Reserve Academy Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN340714390
Plan Effective Date1978-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Reserve Academy)

Sponsor-wide plan assets over time

All Western Reserve Academy plans reported in each filing year

Latest sponsor-wide plan assets
$42M 17.40047385923101% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $35.8M $42.1M ▲ +17.4%
Year Plans Participants Total Assets
2022 2 265 $36M
2023 2 263 $39M
2024 2 266 $42M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Western Reserve Academy Employee Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Western Reserve Academy Employee Retirement Plan, Total assets ($B): 0.010333206 · Participants: 116Western Reserve Academy Employee Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 6.316931325 · Participants: 51726Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 1.923731981 · Participants: 28462Ohiohealth Retirement Savings Plan 403(b)Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aUniversity Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 1.748204777 · Participants: 23582University Hospitals Health System 403(b) Matched Retirement Savings PlanChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.447284371 · Participants: 12987Children's Hospital Medical Center Employee Savings Plan
Western Reserve Academy Employee Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Western Reserve Academy Employee Retirement Plan side-by-side with 3 peers →

Western Reserve Academy Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Museum of Flight 403(b) Plan in WA ($10M); by covered participants it is Kuumba Community Health & Wellness Center, Inc. in VA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western Reserve Academy Employee Retirement Plan assets move in 2022? ▼
Western Reserve Academy Employee Retirement Plan pulled back noticeably - down 14.8% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Western Reserve Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Reserve Academy's sponsor-wide assets grew 17.4%, from $36M to $42M.
Which Other plans are similar in size to Western Reserve Academy Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Museum of Flight 403(b) Plan in WA ($10M, 153 participants).
Which Other plans cover a similar participant headcount to Western Reserve Academy Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Kuumba Community Health & Wellness Center, Inc. in VA (116 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340714390.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.