Other · DOL Form 5500 · 2022
Case Western Reserve University Retirement Plan
Data updated 2026-08-25
- $217M
- Total assets Near avg plan size
- 1,691
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $128,375
- Avg per participant Near avg balance/head
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.
- #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.
- #3,756
- in Educational Services (4,024 peers)
- +12.3%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Employees Supplemental Retirement Plan C's outsized position 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
Employees Supplemental Retirement Plan C'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. Employees Supplemental Retirement Plan C lands in the large band (1,691 participants).
EBSA filing schedule strip
Filing strip 341018992 · Case Western Reserve University PY 2022 · Other
Employees Supplemental Retirement Plan C · $217M · 1,691 · 96th
- 5500 $217M
- ASSETS 1,691
- PCT 96th
- EIN Other
- RANK near The Scripps Research Institute Tax Sheltered Annuity Plan
- PHOTO ind #3756
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 →
Employees Supplemental Retirement Plan C in the asset neighbourhood
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)
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
| 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
Employees Supplemental Retirement Plan C's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is The Scripps Research Institute Tax Sheltered Annuity Plan in CA ($217M); by covered participants it is Hillside Children's Center 403(b) Plan in NY (1,689 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($217M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,691 participants); asset peers above are excluded.
- Hillside Children's Center 403(b) Plan (NY) 1,689 · 2 off
- 403(b) Thrift Plan for Goodwill Industries of Kentucky, Inc. (KY) 1,694 · 3 off
- Teach for America, Inc. 403(b) Retirement Plan (NY) 1,695 · 4 off
- Navigators 403(b) Supplemental Retirement Plan (CO) 1,696 · 5 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.