Defined Benefit (Pension) · DOL Form 5500 · 2022
Battelle Memorial Institute Pension Plan
Data updated 2026-08-25
- $769M
- Total assets Above avg plan size
- 1,221
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $629,847
- Avg per participant High balance/head
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.
- #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.
- #21,360
- in Professional & Technical Services (21,562 peers)
- -11.3%
- assets change YoY
- 7.7×
- vs typical plan assets (national mean)
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's outsized position by total assets
The 2017 Employees' Pension Plan of Battelle Memorial Institute vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$769,042,969 Top 1% higher than 99% 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
The 2017 Employees' Pension Plan of Battelle Memorial Institute'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. The 2017 Employees' Pension Plan of Battelle Memorial Institute lands in the large band (1,221 participants).
Published 5500 schedule card
Filing strip 314379427 · Battelle Memorial Institute PY 2022 · Defined Benefit (Pension)
The 2017 Employees' Pension Plan of Battelle Memorial Institute · $769M · 1,221 · 99th
- EBSA $769M
- EBSA 1,221
- EBSA 99th
- EBSA Defined Benefit (Pension)
- EBSA near Legacy Health Employees Retirement Plan
- EBSA ind #21360
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 →
The 2017 Employees' Pension Plan of Battelle Memorial Institute in the asset neighbourhood
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)
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 Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
The 2017 Employees' Pension Plan of Battelle Memorial Institute's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Legacy Health Employees Retirement Plan in OR ($769M); by covered participants it is Sheet Metal Workers Local Union No. 80 Pension Fund in MI (1,221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($769M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,221 participants); asset peers above are excluded.
- Sheet Metal Workers Local Union No. 80 Pension Fund (MI) 1,221 · 0 off
- Ttx Company Cash Balance Pension Plan (IL) 1,223 · 2 off
- Laborers Local 1298 of Nassau & Suffolk Counties Pension Fund (NY) 1,218 · 3 off
- Bemis Hourly Retirement Plan (WI) 1,225 · 4 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.