Defined Benefit (Pension) · DOL Form 5500 · 2022

Case Western Reserve University Pension Plan

Data updated 2026-08-11

$225M
Total assets
887
Participants
96th
Percentile by assets
$253,890
Avg per participant
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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.

  • 96th percentile by assets (of 139,126 plans)
  • #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.

$225M
total plan assets (2022 EOY)
887
covered participants
96th
percentile by assets (of 139,126 plans)
$253,890
avg assets per participant

Where Case Western Reserve University Employees Retirement Plan B sits 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 $2,010,000,000 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

State
Ohio
Industry
Educational Services

Case Western Reserve University Employees Retirement Plan B vs the 2022 asset distribution

By assets, Case Western Reserve University Employees Retirement Plan B outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).

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)

$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.23B $2.63B ▲ +17.9%
Total plan assets by year, all Case Western Reserve University plans on file
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

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…Firstenergy Corp. Ma…Nationwide Retiremen…American Electric Po…Ohio Operating Engin…Laborers District Co…
Case Western Reserve University Employees Retirement Plan B vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Case Western Reserve University Employee… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Case Western Reserve University Employees Retirement Plan B by total assets, not by location.

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).

Next read for Case Western Reserve University Employee…

Scale reading

Ways to act on Case Western Reserve University Employees Retirement Plan B's numbers.

  • By total assets, Case Western Reserve University Employees Retirement Plan B ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) 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

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.