401(k) · DOL Form 5500 · 2022
Battelle Memorial Institute 401(k) Plan
Data updated 2026-08-11
- $2.7B
- Total assets
- 7,979
- Participants
- 100th
- Percentile by assets
- $339,304
- Avg per participant
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.
- 100th percentile by assets (of 139,126 plans)
- #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.
- $2.7B
- total plan assets (2022 EOY)
- 7,979
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $339,304
- avg assets per participant
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Battelle Employees' Savings Plan reports 7,979 participants - 10x that state average ($2.7B EOY assets).
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)
| 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.
Battelle Employees' Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Battelle Employees' Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Battelle Employees' Savings Plan assets move in 2022? ▼
How have Battelle Memorial Institute plan assets changed over time? ▼
Where does Battelle Employees' Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Battelle Employees' Savings Plan? ▼
Next read for Battelle Employees' Savings Plan
Filing takeaways
Ways to act on Battelle Employees' Savings Plan's numbers.
- By total assets, Battelle Employees' Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Battelle Memorial Institute's sponsor-wide assets have declined 0.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans