Defined Benefit (Pension) · DOL Form 5500 · 2023
The Western and Southern Life Insurance Company Pension Plan
Data updated 2026-08-25
- $1.1B
- Total assets Very large vs avg
- 2,578
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $441,181
- Avg per participant High balance/head
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.
- #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.
- #8,663
- in Finance & Insurance (8,869 peers)
- +6.2%
- assets growth YoY
- 11×
- vs typical plan assets (national mean)
Western & Southern Financial Group Pension Plan's outsized position by total assets
Western & Southern Financial Group Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,137,365,561 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Western & Southern Financial Group Pension Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western & Southern Financial Group Pension Plan lands in the large band (2,578 participants).
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.
Published 5500 schedule card
Filing strip 310487145 · The Western and Southern Life Insurance Company PY 2023 · Defined Benefit (Pension)
Western & Southern Financial Group Pension Plan · $1.1B · 2,578 · 99th
- PCT $1.1B
- PCT 2,578
- PCT 99th
- PCT Defined Benefit (Pension)
- PCT near Mufg Bank, Ltd. Retirement Plan
- PCT ind #8663
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 Finance & Insurance retirement plans → · Plans in Ohio →
Western & Southern Financial Group Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All The Western and Southern Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 20.239092913754043% vs 2022
- 2024 filing year
| 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.
- 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
Western & Southern Financial Group Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Mufg Bank, Ltd. Retirement Plan in NY ($1.1B); by covered participants it is The Hershey Company Retirement Plan in PA (2,569 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,578 participants); asset peers above are excluded.
- The Hershey Company Retirement Plan (PA) 2,569 · 9 off
- Pension and Retirement Plan (DE) 2,588 · 10 off
- The Aerospace Employees' Retirement Plan (Aerp) (CA) 2,595 · 17 off
- Freeport Minerals Corporation Retirement Plan (AZ) 2,597 · 19 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.