Other · DOL Form 5500 · 2022

Western Reserve Academy Retirement Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
149
Participants Small participant base
81st
Percentile by assets National rank
$171,072
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Reserve Academy Faculty and Staff Retirement Plan · Sponsored by Western Reserve Academy · Ohio · Educational Services

$25M in assets, 149 participants

Western Reserve Academy's Western Reserve Academy Faculty and Staff Retirement Plan reported $25M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,638 in Educational Services (4,024 peers)

Coverage in Ohio

Western Reserve Academy Faculty and Staff Retirement Plan covers 149 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $25M.

#2,638
in Educational Services (4,024 peers)
-14.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Western Reserve Academy Faculty and Staff Retirement Plan's outsized position by total assets

Western Reserve Academy Faculty and Staff Retirement Plan vs every filed plan by assets

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

$25,489,669 Top 19% higher than 81% 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 Faculty and Staff 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 Faculty and Staff Retirement Plan sits mid-pack in the medium band (149 participants).

Form 5500 schedule snapshot

Filing strip 340714390 · Western Reserve Academy PY 2022 · Other

Western Reserve Academy Faculty and Staff Retirement Plan · $25M · 149 · 81st

  • PHOTO $25M
  • PHOTO 149
  • PHOTO 81st
  • PHOTO Other
  • PHOTO near Mote Marine Laboratory, Inc. Retirement Plan
  • PHOTO ind #2638

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 Faculty and Staff Retirement Plan in the asset neighbourhood

Western Reserve Academy Faculty and Staff Retirement PlanWestern Reserve Academy Facu…$25MMote Marine Laboratory, Inc. Retirement PlanMote Marine Laboratory, Inc.…$25MAspire Indiana Employer Sponsored 403b PlanAspire Indiana Employer Spon…$25MWilliam Penn University 403(b) DC PlanWilliam Penn University 403(…$25MHelen Keller International Defined Contribution PlanHelen Keller International D…$25M
End-of-year total assets ($M) among Western Reserve Academy Faculty and Staff Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN340714390
Plan Effective Date1967-01-01
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 Faculty and Staff Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Western Reserve Academy Faculty and Staff Retirement Plan, Total assets ($B): 0.025489669 · Participants: 149Western Reserve Academy Faculty and Staff 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 Faculty and Staff Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Western Reserve Academy Faculty and Staff Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Other by assets is Mote Marine Laboratory, Inc. Retirement Plan in FL ($25M); by covered participants it is Alta Bates Summit 403(b) Tda Retirement Plan in CA (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Faculty and Staff Retirement Plan assets move in 2022? ▼
Western Reserve Academy Faculty and Staff Retirement Plan pulled back noticeably - down 14.1% during 2022, from $30M to $25M. Reported net income was -$4M.
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.
Where does Western Reserve Academy Faculty and Staff Retirement Plan rank by assets among Form 5500 filers? ▼
Western Reserve Academy Faculty and Staff Retirement Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Western Reserve Academy Faculty and Staff Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Mote Marine Laboratory, Inc. Retirement Plan in FL ($25M, 259 participants).
Which Other plans cover a similar participant headcount to Western Reserve Academy Faculty and Staff Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Alta Bates Summit 403(b) Tda Retirement Plan in CA (149 participants, $17M 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.