OHIO EDUCATION ASSOCIATION UNION PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
OHIO EDUCATION ASSOCIATION
This Defined Benefit (Pension) plan holds $89M in total assets and serves 12 participants as of 2022. It is sponsored by OHIO EDUCATION ASSOCIATION in Ohio. The plan reported a net loss of $7M for the year.
What the Filing Says About OHIO EDUCATION ASSOCIATION UNION PENSION PLAN
OHIO EDUCATION ASSOCIATION UNION PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by OHIO EDUCATION ASSOCIATION, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $89M in total end-of-year assets and covers 12 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 314269414, and the plan has been effective since 1960-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $96M at the beginning of 2022 to $89M at year-end — a decline of 6.9%. Net assets (after liabilities) closed the year at $89M, with reported net income of $-6,590,616 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $96M |
| Total Assets (End of Year) | $89M |
| Net Assets (End of Year) | $89M |
| Net Income | $-6,590,616 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 314269414 |
| Plan Effective Date | 1960-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (OHIO EDUCATION ASSOCIATION)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 188 | $163M |
| 2023 | 2 | 191 | $178M |
| 2024 | 1 | 182 | $99M |
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 $7.1B · 12,304
- NATIONWIDE RETIREMENT PLAN $5.3B · 22,311
- AMERICAN ELECTRIC POWER SYSTEM RETIREMENT PLAN $4.5B · 15,595
- PARKER DEFINED BENEFIT PLAN $3.7B · 191
- PENSION PLAN FOR EATON CORPORATION EMPLOYEES $2.6B · 8,916
Related Data
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Frequently Asked Questions
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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 314269414.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.