Defined Benefit (Pension) · DOL Form 5500 · 2023
The Western and Southern Life Insurance Company Pension Plan
Data updated 2026-08-11
- $1.1B
- Total assets
- 2,578
- Participants
- 99th
- Percentile by assets
- $441,181
- Avg per participant
Official DOL plan name: Western & Southern Financial Group Pension Plan · Sponsored by The Western and Southern Life Insurance Company · Ohio · Finance & Insurance
$1.1B in assets, 2,578 participants
The Western and Southern Life Insurance Company's Western & Southern Financial Group Pension Plan reported $1.1B in total assets and 2,578 participants in its 2023 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 127,072 plans)
- #8,663 in Finance & Insurance (8,869 peers)
Coverage in Ohio
Western & Southern Financial Group Pension Plan covers 2,578 participants in Ohio, 3.4x the typical Ohio plan (state average ~765 per filing). Assets: $1.1B.
- $1.1B
- total plan assets (2023 EOY)
- 2,578
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $441,181
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Western & Southern Financial Group Pension Plan reported net income rose from -$214M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Western & Southern Financial Group Pension Plan reported participants fell from 2,799 in the plan year 2022 filing to 2,578 in the plan year 2023 filing.
- Western & Southern Financial Group Pension Plan end-of-year assets rose from $1.1B in the plan year 2022 filing to $1.1B in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Western & Southern Financial Group Pension Plan reports 2,578 participants - 3.4x that state average ($1.1B EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.1B |
| Net Income | $43M |
| Employer EIN | 310487145 |
| Plan Effective Date | 1938-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Western and Southern Life Insurance Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,943 | $1.5B |
| 2023 | 2 | 5,590 | $1.6B |
| 2024 | 2 | 5,817 | $1.8B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Western & Southern Financial Group Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Western & Southern Financial Group Pension Plan by total assets, not by location.
- Mufg Bank, Ltd. Retirement Plan (NY) $1.1B · 5,502
- Ufcw Intl Union Pension Plan for Employees (DC) $1.1B · 2,212
- The General Pension Plan of the International Union of Operating Engineers (DC) $1.1B · 2,125
- Lehigh Valley Health Network, Inc. Retirement Plan (PA) $1.1B · 3,415
Frequently Asked Questions
How did Western & Southern Financial Group Pension Plan assets move in 2023? ▼
How have The Western and Southern Life Insurance Company plan assets changed over time? ▼
Where does Western & Southern Financial Group Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Western & Southern Financial Group Pension Plan? ▼
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Filing takeaways
Ways to act on Western & Southern Financial Group Pension Plan's numbers.
- By total assets, Western & Southern Financial Group Pension Plan 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
- The Western and Southern Life Insurance Company's sponsor-wide assets have grown 20.2% since 2022 across 3 plan years on file. More Finance & Insurance plans