Defined Benefit (Pension) · DOL Form 5500 · 2022

Ohio Education Association Pension Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
12
Participants Small participant base
92nd
Percentile by assets National rank
$7.4M
Avg per participant High balance/head
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Official DOL plan name: Ohio Education Association Union Pension Plan · Sponsored by Ohio Education Association · Ohio · Professional & Technical Services

$89M in assets, 12 participants

Ohio Education Association's Ohio Education Association Union Pension Plan reported $89M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,102 in Professional & Technical Services (21,562 peers)

Where Ohio Education Association Union Pension Plan sits by assets

Ohio Education Association Union Pension Plan sits in the top 10% of all filed plans by assets, $89M for 12 participants (~$7.4M/participant), down 6.9% in 2022.

#20,102
in Professional & Technical Services (21,562 peers)
-6.9%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ohio Education Association Union Pension Plan's outsized position by total assets

Ohio Education Association Union Pension Plan vs every filed plan by assets

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

$89,186,257 Top 8% higher than 92% 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

Ohio Education Association Union Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Education Association Union Pension Plan is a small filing (12 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 314269414 · Ohio Education Association PY 2022 · Defined Benefit (Pension)

Ohio Education Association Union Pension Plan · $89M · 12 · 92nd

  • IND $89M
  • IND 12
  • IND 92nd
  • IND Defined Benefit (Pension)
  • IND near Swift-Eckrich, Inc. Hourly Retirement Plan Program
  • IND ind #20102

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Ohio Education Association Union Pension Plan in the asset neighbourhood

International Brotherhood of Electrical Workers Local Union No. 99 Retirement PlanInternational Brotherhood of…$89MSwift-Eckrich, Inc. Hourly Retirement Plan ProgramSwift-Eckrich, Inc. Hourly R…$89MElbit Systems of America Pension Plan for Employees in the Night Vision Bargaining UnitElbit Systems of America Pen…$89MOhio Education Association Union Pension PlanOhio Education Association U…$89MFlint Plumb & Pipe Pension FundFlint Plumb & Pipe Pension F…$89M
End-of-year total assets ($M) among Ohio Education Association Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$89M
Net Income-$7M
Employer EIN314269414
Plan Effective Date1960-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Education Association)

Sponsor-wide plan assets over time

All Ohio Education Association plans reported in each filing year

Latest sponsor-wide plan assets
$184M 13.358903999691895% vs 2022
2024 filing year
$160M$170M$180M$190M 202220232024 $163M $184M ▲ +13.4%
Year Plans Participants Total Assets
2022 2 188 $163M
2023 2 191 $178M
2024 2 191 $184M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ohio Education Association Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Ohio Education Association Union Pension Plan, Total assets ($B): 0.089186257 · Participants: 12Ohio Education Association Union Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Ohio Education Association Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Ohio Education Association Union Pension Plan side-by-side with 3 peers →

Ohio Education Association Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Swift-Eckrich, Inc. Hourly Retirement Plan Program in IL ($89M); by covered participants it is Seasonal Packaging, Inc. Pension Plan in NJ (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Ohio Education Association Union Pension Plan assets move in 2022? ▼
Ohio Education Association Union Pension Plan pulled back noticeably - down 6.9% during 2022, from $96M to $89M. Reported net income was -$7M.
How have Ohio Education Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Education Association's sponsor-wide assets grew 13.4%, from $163M to $184M.
Where does Ohio Education Association Union Pension Plan rank by assets among Form 5500 filers? ▼
Ohio Education Association Union Pension Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ohio Education Association Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Swift-Eckrich, Inc. Hourly Retirement Plan Program in IL ($89M, 27 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ohio Education Association Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seasonal Packaging, Inc. Pension Plan in NJ (12 participants, $1M 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 314269414.

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.