Defined Benefit (Pension) · DOL Form 5500 · 2022
The Western and Southern Life Insurance Company Pension Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 2,799
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $382,474
- Avg per participant High balance/head
Official DOL plan name: Western & Southern Financial Group Pension Plan · Sponsored by The Western and Southern Life Insurance Company · Ohio · Finance & Insurance
$1.1B in assets, 2,799 participants
The Western and Southern Life Insurance Company's Western & Southern Financial Group Pension Plan reported $1.1B in total assets and 2,799 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #9,069 in Finance & Insurance (9,261 peers)
Coverage in Ohio
Western & Southern Financial Group Pension Plan covers 2,799 participants in Ohio, 3.7x the typical Ohio plan (state average ~765 per filing). Assets: $1.1B.
- #9,069
- in Finance & Insurance (9,261 peers)
- -16.6%
- assets change YoY
- 11×
- vs typical plan assets (national mean)
The plan reported a net loss of $214M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Western & Southern Financial Group Pension Plan's outsized position by total assets
Western & Southern Financial Group Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,070,544,220 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Western & Southern Financial Group Pension Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western & Southern Financial Group Pension Plan lands in the large band (2,799 participants).
EBSA filing schedule strip
Filing strip 310487145 · The Western and Southern Life Insurance Company PY 2022 · Defined Benefit (Pension)
Western & Southern Financial Group Pension Plan · $1.1B · 2,799 · 99th
- TYPE $1.1B
- NET 2,799
- BOOK 99th
- VS-ST Defined Benefit (Pension)
- BOY near The New York Times Companies Pension Plan
- SCH ind #9069
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 Finance & Insurance retirement plans → · Plans in Ohio →
Western & Southern Financial Group Pension Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | -$214M |
| Employer EIN | 310487145 |
| Plan Effective Date | 1938-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Western and Southern Life Insurance Company)
Sponsor-wide plan assets over time
All The Western and Southern Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 20.239092913754043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,943 | $1.5B |
| 2023 | 2 | 5,590 | $1.6B |
| 2024 | 2 | 5,817 | $1.8B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Western & Southern Financial Group Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is The New York Times Companies Pension Plan in NY ($1.1B); by covered participants it is Ryder System, Inc. Retirement Plan in FL (2,796 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- The New York Times Companies Pension Plan (NY) $1.1B · 1,304
- Heating, Piping and Refrigeration Pension Fd Pension Fund (MD) $1.1B · 3,982
- Pension Plan for Eligible Bettis Employees and Retirees (PA) $1.1B · 1,695
- Cfg Pension Plan (RI) $1.1B · 3,600
Similar participant headcount
Nearest other-state filings by covered participants (2,799 participants); asset peers above are excluded.
- Ryder System, Inc. Retirement Plan (FL) 2,796 · 3 off
- Westinghouse Electric Company Pension Plan (PA) 2,788 · 11 off
- Freeport Minerals Corporation Retirement Plan (AZ) 2,788 · 11 off
- Retirement Plan for Employees of Ben E. Keith Company and Its Affiliates (TX) 2,787 · 12 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.