Other · DOL Form 5500 · 2022
Case Western Reserve University Retirement Plan
Data updated 2026-08-11
- $1.8B
- Total assets
- 1,780
- Participants
- 99th
- Percentile by assets
- $1.0M
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.8B
- total plan assets (2022 EOY)
- 1,780
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $1.0M
- avg assets per participant
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Faculty and Key Administrative Employee's Retirement Plan a reports 1,780 participants - 2.3x that state average ($1.8B EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $95M |
| Employer EIN | 341018992 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Case Western Reserve University)
| 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
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
- Summa Health 403(b) Retirement Savings Plan $656M · 5,324
Similar-Sized Other Plans Nationally
Other plans in other states closest to Faculty and Key Administrative Employee's Retirement Plan a by total assets, not by location.
- Mainehealth 403(b) Retirement Plan (ME) $1.8B · 21,547
- The Children's Hospital of Philadelphia Retirement Savings Plan (PA) $1.8B · 15,989
- Northshore University Healthsystem Tax Deferred Annuity Plan (IL) $1.8B · 13,159
- Cedars-Sinai Health System 403b Retirement Plan (CA) $1.9B · 10,975
Frequently Asked Questions
How did Faculty and Key Administrative Employee's Retirement Plan a assets move in 2022? ▼
How have Case Western Reserve University plan assets changed over time? ▼
Where does Faculty and Key Administrative Employee's Retirement Plan a rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Faculty and Key Administrative Employee's Retirement Plan a's numbers.
- By total assets, Faculty and Key Administrative Employee's Retirement Plan a ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
- Case Western Reserve University's sponsor-wide assets have grown 17.8% since 2022 across 3 plan years on file. More Educational Services plans