401(k) · DOL Form 5500 · 2022
Battelle Memorial Institute 401(k) Plan
Data updated 2026-08-25
- $2.7B
- Total assets Very large vs avg
- 7,979
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $339,304
- Avg per participant High balance/head
Official DOL plan name: Battelle Employees' Savings Plan · Sponsored by Battelle Memorial Institute · Ohio · Professional & Technical Services
$2.7B in assets, 7,979 participants
Battelle Memorial Institute's Battelle Employees' Savings Plan reported $2.7B in total assets and 7,979 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #21,515 in Professional & Technical Services (21,562 peers)
Coverage in Ohio
Battelle Employees' Savings Plan covers 7,979 participants in Ohio, 10x the typical Ohio plan (state average ~765 per filing). Assets: $2.7B.
- #21,515
- in Professional & Technical Services (21,562 peers)
- +11.3%
- assets growth YoY
- 27×
- vs typical plan assets (national mean)
Battelle Employees' Savings Plan's outsized position by total assets
Battelle Employees' Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,707,310,000 Highest reported value at or above every one 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
Battelle Employees' Savings Plan'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. Battelle Employees' Savings Plan lands in the large band (7,979 participants).
Plan-year Form 5500 strip
Filing strip 314379427 · Battelle Memorial Institute PY 2022 · 401(k)
Battelle Employees' Savings Plan · $2.7B · 7,979 · 100th
- PART $2.7B
- TYPE 7,979
- NET 100th
- BOOK 401(k)
- VS-ST near Xcel Energy 401(k) Savings Plan
- BOY ind #21515
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 Professional & Technical Services retirement plans → · Plans in Ohio →
Battelle Employees' Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $2.4B |
|---|---|
| Net Assets (End of Year) | $2.7B |
| Net Income | $274M |
| Employer EIN | 314379427 |
| Plan Effective Date | 1979-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Battelle Memorial Institute)
Sponsor-wide plan assets over time
All Battelle Memorial Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.3B 0.4983540838193922% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 13,861 | $5.3B |
| 2023 | 3 | 14,626 | $4.9B |
| 2024 | 3 | 13,853 | $5.3B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Scale composition for Battelle Employees' Savings Plan
Battelle Employees' Savings Plan reports $2.7B in end-of-year assets across 7,979 participants (0.022% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $339,304 per participant (2.5x the national average assets-per-participant) . Net income for plan year 2022 was $274M.
This plan identity (EIN 314379427, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.7B to $3.4B (+25.5%) while covered participants moved from 7,979 to 8,543 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,979 | $2.7B | This page |
| 2023 | 8,382 | $3.1B | Open filing |
| 2024 · index core | 8,543 | $3.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Battelle Employees' Savings Plan (401(k), $3.4B, 8,543 participants)
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute (Defined Benefit (Pension), $1.9B, 5,310 participants)
Battelle Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Xcel Energy 401(k) Savings Plan in MN ($2.7B); by covered participants it is Puget Sound Electrical Workers 401(k) Savings Plan in WA (7,976 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.7B here).
- Xcel Energy 401(k) Savings Plan (MN) $2.7B · 8,771
- Ameren Corporation Savings Investment Plan (MO) $2.7B · 8,851
- Universal Health Services, Inc. Retirement Savings Plan (PA) $2.7B · 60,986
- Valero Energy Corporation Thrift Plan (TX) $2.7B · 7,979
Similar participant headcount
Nearest other-state filings by covered participants (7,979 participants); asset peers above are excluded.
- Puget Sound Electrical Workers 401(k) Savings Plan (WA) 7,976 · 3 off
- The Cultural Institutions Savings Plan (NY) 7,975 · 4 off
- Red Hat, Inc. 401(k) and Profit Sharing Plan (NC) 7,995 · 16 off
- Pratt Industries, Inc. 401(k) Profit Sharing Plan (GA) 7,963 · 16 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.