Defined Benefit (Pension) · DOL Form 5500 · 2022

Case Western Reserve University Pension Plan

Data updated 2026-08-25

$225M
Total assets Near avg plan size
887
Participants Near avg headcount
96th
Percentile by assets National rank
$253,890
Avg per participant Above avg balance/head
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Official DOL plan name: Case Western Reserve University Employees Retirement Plan B · Sponsored by Case Western Reserve University · Ohio · Educational Services

$225M in assets, 887 participants

Case Western Reserve University's Case Western Reserve University Employees Retirement Plan B reported $225M in total assets and 887 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,764 in Educational Services (4,024 peers)

Where Case Western Reserve University Employees Retirement Plan B sits by assets

Case Western Reserve University Employees Retirement Plan B sits in the top 5% of all filed plans by assets, $225M for 887 participants (~$253,890/participant), up 7.7% in 2022.

#3,764
in Educational Services (4,024 peers)
+7.7%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Case Western Reserve University Employees Retirement Plan B's outsized position by total assets

Case Western Reserve University Employees Retirement Plan B vs every filed plan by assets

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

$225,200,391 Top 4% higher than 96% 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

Case Western Reserve University Employees Retirement Plan B among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Case Western Reserve University Employees Retirement Plan B sits mid-pack in the medium band (887 participants).

EBSA filing schedule strip

Filing strip 341018992 · Case Western Reserve University PY 2022 · Defined Benefit (Pension)

Case Western Reserve University Employees Retirement Plan B · $225M · 887 · 96th

  • BOY $225M
  • SCH 887
  • EBSA 96th
  • PART Defined Benefit (Pension)
  • TYPE near Employees' Retirement Plan of United Health Services
  • NET ind #3764

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 →

Case Western Reserve University Employees Retirement Plan B in the asset neighbourhood

Dtts Pension Plan$226MPlumbers Local No 98 Defined Benefit Pension FundPlumbers Local No 98 Defined…$225MCase Western Reserve University Employees Retirement Plan BCase Western Reserve Univers…$225MEmployees' Retirement Plan of United Health ServicesEmployees' Retirement Plan o…$225MIBEW Local 43 & Electrical Contractors Pension FundIBEW Local 43 & Electrical C…$225M
End-of-year total assets ($M) among Case Western Reserve University Employees Retirement Plan B and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$209M
Net Assets (End of Year)$225M
Net Income$16M
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 Defined Benefit (Pension) Plans in Ohio

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

Case Western Reserve University Employees Retirement Plan B vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Case Western Reserve University Employees Retirement Plan B, Total assets ($B): 0.225200391 · Participants: 887Case Western Reserve University Employees Retirement Plan BFirstenergy 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
Case Western Reserve University Employees Retirement Plan B vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Case Western Reserve University Employees Retirement Plan B side-by-side with 3 peers →

Case Western Reserve University Employees Retirement Plan B's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of United Health Services in NY ($225M); by covered participants it is First National Bank of Omaha Pension Plan in NE (888 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($225M here).

Similar participant headcount

Nearest other-state filings by covered participants (887 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 Case Western Reserve University Employees Retirement Plan B assets move in 2022? ▼
Case Western Reserve University Employees Retirement Plan B grew at a solid clip - up 7.7% during 2022, from $209M to $225M. Reported net income was $16M.
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 Case Western Reserve University Employees Retirement Plan B rank by assets among Form 5500 filers? ▼
Case Western Reserve University Employees Retirement Plan B ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Case Western Reserve University Employees Retirement Plan B? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of United Health Services in NY ($225M, 1,743 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Case Western Reserve University Employees Retirement Plan B? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First National Bank of Omaha Pension Plan in NE (888 participants, $278M 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.