Other · DOL Form 5500 · 2022

Case Western Reserve University Retirement Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
1,780
Participants Near avg headcount
99th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Faculty and Key Administrative Employee's Retirement Plan a · Sponsored by Case Western Reserve University · Ohio · Educational Services

$1.8B in assets, 1,780 participants

Case Western Reserve University's Faculty and Key Administrative Employee's Retirement Plan a reported $1.8B in total assets and 1,780 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.

  • #3,988 in Educational Services (4,024 peers)

Coverage in Ohio

Faculty and Key Administrative Employee's Retirement Plan a covers 1,780 participants in Ohio, 2.3x the typical Ohio plan (state average ~765 per filing). Assets: $1.8B.

#3,988
in Educational Services (4,024 peers)
+5.6%
assets growth YoY
18×
vs typical plan assets (national mean)

Faculty and Key Administrative Employee's Retirement Plan a's outsized position by total assets

Faculty and Key Administrative Employee's Retirement Plan a vs every filed plan by assets

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

$1,790,404,181 Top 1% higher than 99% 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

Faculty and Key Administrative Employee's Retirement Plan a'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. Faculty and Key Administrative Employee's Retirement Plan a lands in the large band (1,780 participants).

Form 5500 schedule snapshot

Filing strip 341018992 · Case Western Reserve University PY 2022 · Other

Faculty and Key Administrative Employee's Retirement Plan a · $1.8B · 1,780 · 99th

  • EBSA $1.8B
  • EBSA 1,780
  • EBSA 99th
  • EBSA Other
  • EBSA near Mainehealth 403(b) Retirement Plan
  • EBSA ind #3988

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 →

Faculty and Key Administrative Employee's Retirement Plan a in the asset neighbourhood

Cedars-Sinai Health System 403b Retirement PlanCedars-Sinai Health System 4…$1.9BFaculty and Key Administrative Employee's Retirement Plan aFaculty and Key Administrati…$1.8BMainehealth 403(b) Retirement PlanMainehealth 403(b) Retiremen…$1.8BThe Children's Hospital of Philadelphia Retirement Savings PlanThe Children's Hospital of P…$1.8BNorthshore University Healthsystem Tax Deferred Annuity PlanNorthshore University Health…$1.8B
End-of-year total assets ($B) among Faculty and Key Administrative Employee's Retirement Plan a and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$1.7B
Net Assets (End of Year)$1.8B
Net Income$95M
Employer EIN341018992
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Case Western Reserve University)

Sponsor-wide plan assets over time

All Case Western Reserve University plans reported in each filing year

Latest sponsor-wide plan assets
$2.6B 17.82486035033925% vs 2022
2024 filing year
$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.23B $2.63B ▲ +17.9%
Year Plans Participants Total Assets
2022 3 4,358 $2.2B
2023 3 4,373 $2.5B
2024 3 4,577 $2.6B

Nearby Other Plans in Ohio

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

Faculty and Key Administrative Employee's Retirement Plan a vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 02468 Total assets ($B) Participants Faculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.790404181 · Participants: 1780Faculty and Key Administrative Employee's Retirement Plan aCleveland 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)University 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 PlanSumma Health 403(b) Retirement Savings Plan, Total assets ($B): 0.656155055 · Participants: 5324Summa Health 403(b) Retirement Savings Plan
Faculty and Key Administrative Employee's Retirement Plan a vs. nearby Other plans in Ohio, assets vs. participants
Compare Faculty and Key Administrative Employee's Retirement Plan a side-by-side with 3 peers →

Faculty and Key Administrative Employee's Retirement Plan a's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Mainehealth 403(b) Retirement Plan in ME ($1.8B); by covered participants it is Marin General Hospital 403(b) Retirement Plan in CA (1,776 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,780 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 Faculty and Key Administrative Employee's Retirement Plan a assets move in 2022? ▼
Faculty and Key Administrative Employee's Retirement Plan a grew at a solid clip - up 5.6% during 2022, from $1.7B to $1.8B. Reported net income was $95M.
How have Case Western Reserve University plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Case Western Reserve University's sponsor-wide assets grew 17.8%, from $2.2B to $2.6B.
Where does Faculty and Key Administrative Employee's Retirement Plan a rank by assets among Form 5500 filers? ▼
Faculty and Key Administrative Employee's Retirement Plan a ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Other plans are similar in size to Faculty and Key Administrative Employee's Retirement Plan a? ▼
Among Other plans in other states, the closest by assets is Mainehealth 403(b) Retirement Plan in ME ($1.8B, 21,547 participants).
Which Other plans cover a similar participant headcount to Faculty and Key Administrative Employee's Retirement Plan a? ▼
Among Other plans in other states, the closest by covered participants is Marin General Hospital 403(b) Retirement Plan in CA (1,776 participants, $145M 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 341018992.

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.