Other · DOL Form 5500 · 2022
Case Western Reserve University Retirement Plan
Data updated 2026-08-11
- $217M
- Total assets
- 1,691
- Participants
- 96th
- Percentile by assets
- $128,375
- Avg per participant
Official DOL plan name: Employees Supplemental Retirement Plan C · Sponsored by Case Western Reserve University · Ohio · Educational Services
$217M in assets, 1,691 participants
Case Western Reserve University's Employees Supplemental Retirement Plan C reported $217M in total assets and 1,691 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)
- #3,756 in Educational Services (4,024 peers)
Coverage in Ohio
Employees Supplemental Retirement Plan C covers 1,691 participants in Ohio, 2.2x the typical Ohio plan (state average ~765 per filing). Assets: $217M.
- $217M
- total plan assets (2022 EOY)
- 1,691
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $128,375
- avg assets per participant
Where Employees Supplemental Retirement Plan C sits by total assets
Employees Supplemental Retirement Plan C vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$217,081,840 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Employees Supplemental Retirement Plan C reports 1,691 participants - 2.2x that state average ($217M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $193M |
|---|---|
| Net Assets (End of Year) | $217M |
| Net Income | $24M |
| Employer EIN | 341018992 |
| Plan Effective Date | 1999-07-01 |
| 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.
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Employees Supplemental Retirement Plan C by total assets, not by location.
- The Scripps Research Institute Tax Sheltered Annuity Plan (CA) $217M · 1,664
- Penn Highlands Healthcare 403(b) Plan (PA) $217M · 3,350
- Public Broadcasting Service Defined Contribution Retirement Plan (VA) $218M · 547
- Mount Sinai Matching Contribution Plan (FL) $218M · 4,091
Frequently Asked Questions
How did Employees Supplemental Retirement Plan C assets move in 2022? ▼
How have Case Western Reserve University plan assets changed over time? ▼
Where does Employees Supplemental Retirement Plan C rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Employees Supplemental Retirement Plan C? ▼
Next read for Employees Supplemental Retirement Plan C
Filing takeaways
Ways to act on Employees Supplemental Retirement Plan C's numbers.
- By total assets, Employees Supplemental Retirement Plan C ranks in the top 5% of all filed plans by assets. 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