Defined Benefit (Pension) · DOL Form 5500 · 2022
Battelle Memorial Institute Pension Plan
Data updated 2026-08-11
- $769M
- Total assets
- 1,221
- Participants
- 99th
- Percentile by assets
- $629,847
- Avg per participant
Official DOL plan name: The 2017 Employees' Pension Plan of Battelle Memorial Institute · Sponsored by Battelle Memorial Institute · Ohio · Professional & Technical Services
$769M in assets, 1,221 participants
Battelle Memorial Institute's The 2017 Employees' Pension Plan of Battelle Memorial Institute reported $769M in total assets and 1,221 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #21,360 in Professional & Technical Services (21,562 peers)
Where The 2017 Employees' Pension Plan of Battelle Memorial Institute sits by assets
The 2017 Employees' Pension Plan of Battelle Memorial Institute sits among the largest 1% of all filed plans, $769M for 1,221 participants (~$629,847/participant), down 11.3% in 2022.
- $769M
- total plan assets (2022 EOY)
- 1,221
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $629,847
- avg assets per participant
The plan reported a net loss of $98M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The 2017 Employees' Pension Plan of Battelle Memorial Institute vs the 2022 asset distribution
By assets, The 2017 Employees' Pension Plan of Battelle Memorial Institute outranks 99% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 7.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $867M |
|---|---|
| Net Assets (End of Year) | $769M |
| Net Income | -$98M |
| Employer EIN | 314379427 |
| Plan Effective Date | 2017-06-30 |
| 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 Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The 2017 Employees' Pension Plan of Battelle Memorial Institute vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The 2017 Employees' Pension Plan of Battelle Memorial Institute by total assets, not by location.
- Legacy Health Employees Retirement Plan (OR) $769M · 5,675
- One Gas, Inc. Retirement Plan (OK) $769M · 840
- Suburban Teamsters of Northern Illinois Pension Plan (IL) $771M · 3,129
- Retirement Plan of Tennessee Farmers Mutual Insura (TN) $767M · 824
Frequently Asked Questions
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Ways to act on The 2017 Employees' Pension Plan of Battelle Memorial Institute's numbers.
- By total assets, The 2017 Employees' Pension Plan of Battelle Memorial Institute ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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