Other · DOL Form 5500 · 2023

Western Reserve Academy Retirement Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
117
Participants Small participant base
61st
Percentile by assets National rank
$95,831
Avg per participant Below avg balance/head
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Official DOL plan name: Western Reserve Academy Employee Retirement Plan · Sponsored by Western Reserve Academy · Ohio · Educational Services

$11M in assets, 117 participants

Western Reserve Academy's Western Reserve Academy Employee Retirement Plan reported $11M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #1,653 in Educational Services (3,735 peers)

Coverage in Ohio

Western Reserve Academy Employee Retirement Plan covers 117 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#1,653
in Educational Services (3,735 peers)
+8.5%
assets growth YoY

Western Reserve Academy Employee Retirement Plan's mid-pack asset rank among Educational Services and all filers

Western Reserve Academy Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,212,280 Top 39% higher than 61% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Western Reserve Academy Employee Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Reserve Academy Employee Retirement Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Reserve Academy Employee Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $879K in the plan year 2023 filing.
  • Western Reserve Academy Employee Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340714390 · Western Reserve Academy PY 2023 · Other

Western Reserve Academy Employee Retirement Plan · $11M · 117 · 61st

  • PCT $11M
  • EIN 117
  • RANK 61st
  • PHOTO Other
  • IND near Terry Reilly Health Services 403b Plan
  • EOY ind #1653

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 →

Western Reserve Academy Employee Retirement Plan in the asset neighbourhood

Comhar 403(b) Retirement Savings PlanComhar 403(b) Retirement Sav…$11MWestern Reserve Academy Employee Retirement PlanWestern Reserve Academy Empl…$11MTerry Reilly Health Services 403b PlanTerry Reilly Health Services…$11M403(b) Thrift Plan of the Handicapped Children S Association of Southern New York, Inc.403(b) Thrift Plan of the Ha…$11MElgin Academy Defined Contribution Retirement PlanElgin Academy Defined Contri…$11M
End-of-year total assets ($M) among Western Reserve Academy Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$879K
Employer EIN340714390
Plan Effective Date1978-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Reserve Academy)

Sponsor-wide plan assets over time

All Western Reserve Academy plans reported in each filing year

Latest sponsor-wide plan assets
$42M 17.40047385923101% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $35.8M $42.1M ▲ +17.4%
Year Plans Participants Total Assets
2022 2 265 $36M
2023 2 263 $39M
2024 2 266 $42M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Western Reserve Academy Employee Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Western Reserve Academy Employee Retirement Plan, Total assets ($B): 0.01121228 · Participants: 117Western Reserve Academy Employee Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Western Reserve Academy Employee Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Western Reserve Academy Employee Retirement Plan side-by-side with 3 peers →

Western Reserve Academy Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Terry Reilly Health Services 403b Plan in ID ($11M); by covered participants it is Tlc Operations, Inc. Retirement Plan in NC (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western Reserve Academy Employee Retirement Plan assets move in 2023? ▼
Western Reserve Academy Employee Retirement Plan grew at a solid clip - up 8.5% during 2023, from $10M to $11M. Reported net income was $879K.
How have Western Reserve Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Reserve Academy's sponsor-wide assets grew 17.4%, from $36M to $42M.
Which Other plans are similar in size to Western Reserve Academy Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Terry Reilly Health Services 403b Plan in ID ($11M, 480 participants).
Which Other plans cover a similar participant headcount to Western Reserve Academy Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Tlc Operations, Inc. Retirement Plan in NC (117 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340714390.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.