Other · DOL Form 5500 · 2023

Western Reserve Academy Retirement Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
146
Participants Small participant base
78th
Percentile by assets National rank
$188,722
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Reserve Academy Faculty and Staff Retirement Plan · Sponsored by Western Reserve Academy · Ohio · Educational Services

$28M in assets, 146 participants

Western Reserve Academy's Western Reserve Academy Faculty and Staff Retirement Plan reported $28M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #2,337 in Educational Services (3,735 peers)

Coverage in Ohio

Western Reserve Academy Faculty and Staff Retirement Plan covers 146 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $28M.

#2,337
in Educational Services (3,735 peers)
+8.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Western Reserve Academy Faculty and Staff Retirement Plan's outsized position by total assets

Western Reserve Academy Faculty and Staff Retirement Plan vs every filed plan by assets

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

$27,553,346 Top 22% higher than 78% 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 Faculty and Staff 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 Faculty and Staff Retirement Plan sits mid-pack in the medium band (146 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Reserve Academy Faculty and Staff Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Western Reserve Academy Faculty and Staff Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Western Reserve Academy Faculty and Staff Retirement Plan reported participants fell from 149 in the plan year 2022 filing to 146 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 340714390 · Western Reserve Academy PY 2023 · Other

Western Reserve Academy Faculty and Staff Retirement Plan · $28M · 146 · 78th

  • BOOK $28M
  • BOOK 146
  • BOOK 78th
  • BOOK Other
  • BOOK near Thomas Aquinas College DC Retirement and Tda Plan
  • BOOK ind #2337

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 Faculty and Staff Retirement Plan in the asset neighbourhood

Asian Art Museum Foundation of San Francisco 403(b) DC PlanAsian Art Museum Foundation …$28MThomas Aquinas College DC Retirement and Tda PlanThomas Aquinas College DC Re…$28MWestern Reserve Academy Faculty and Staff Retirement PlanWestern Reserve Academy Facu…$28MThe Evergreen School 403(b) DC PlanThe Evergreen School 403(b) …$28MCommunity Legal Services Retirement PlanCommunity Legal Services Ret…$28M
End-of-year total assets ($M) among Western Reserve Academy Faculty and Staff Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN340714390
Plan Effective Date1967-01-01
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 Faculty and Staff Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Western Reserve Academy Faculty and Staff Retirement Plan, Total assets ($B): 0.027553346 · Participants: 146Western Reserve Academy Faculty and Staff 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 Faculty and Staff Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Western Reserve Academy Faculty and Staff Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Other by assets is Thomas Aquinas College DC Retirement and Tda Plan in CA ($28M); by covered participants it is The New England College of Optometry Defined Contribution Retirement Plan in MA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Faculty and Staff Retirement Plan assets move in 2023? ▼
Western Reserve Academy Faculty and Staff Retirement Plan grew at a solid clip - up 8.1% during 2023, from $25M to $28M. Reported net income was $2M.
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.
Where does Western Reserve Academy Faculty and Staff Retirement Plan rank by assets among Form 5500 filers? ▼
Western Reserve Academy Faculty and Staff Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Western Reserve Academy Faculty and Staff Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Thomas Aquinas College DC Retirement and Tda Plan in CA ($28M, 146 participants).
Which Other plans cover a similar participant headcount to Western Reserve Academy Faculty and Staff Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The New England College of Optometry Defined Contribution Retirement Plan in MA (146 participants, $46M 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.