Defined Benefit (Pension) · DOL Form 5500 · 2023

Ohio Education Association Pension Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
11
Participants Small participant base
90th
Percentile by assets National rank
$8.1M
Avg per participant High balance/head
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Official DOL plan name: Ohio Education Association Union Pension Plan · Sponsored by Ohio Education Association · Ohio · Professional & Technical Services

$89M in assets, 11 participants

Ohio Education Association's Ohio Education Association Union Pension Plan reported $89M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,631 in Professional & Technical Services (20,321 peers)

Where Ohio Education Association Union Pension Plan sits by assets

Ohio Education Association Union Pension Plan sits in the top 10% of all filed plans by assets, $89M for 11 participants (~$8.1M/participant), up 0.1% in 2023.

#18,631
in Professional & Technical Services (20,321 peers)
+0.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Ohio Education Association Union Pension Plan's outsized position by total assets

Ohio Education Association Union Pension Plan vs every filed plan by assets

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

$89,238,046 Top 10% higher than 90% 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

Ohio Education Association Union Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Education Association Union Pension Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ohio Education Association Union Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $52K in the plan year 2023 filing.
  • Ohio Education Association Union Pension Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 314269414 · Ohio Education Association PY 2023 · Defined Benefit (Pension)

Ohio Education Association Union Pension Plan · $89M · 11 · 90th

  • ASSETS $89M
  • PCT 11
  • EIN 90th
  • RANK Defined Benefit (Pension)
  • PHOTO near Hollingsworth & Vose Company Retirement Plan
  • IND ind #18631

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 →

Ohio Education Association Union Pension Plan in the asset neighbourhood

Hollingsworth & Vose Company Retirement PlanHollingsworth & Vose Company…$89MOhio Education Association Union Pension PlanOhio Education Association U…$89MCt Childrens Medical Ctr. Cash Balance RetirementCt Childrens Medical Ctr. Ca…$89MRet. Program for Ees of Viskase Companies, Inc.Ret. Program for Ees of Visk…$89MThe Martin-Brower Company Consolidated Pension PlanThe Martin-Brower Company Co…$89M
End-of-year total assets ($M) among Ohio Education Association Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$89M
Net Income$52K
Employer EIN314269414
Plan Effective Date1960-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ohio Education Association)

Sponsor-wide plan assets over time

All Ohio Education Association plans reported in each filing year

Latest sponsor-wide plan assets
$184M 13.358903999691895% vs 2022
2024 filing year
$160M$170M$180M$190M 202220232024 $163M $184M ▲ +13.4%
Year Plans Participants Total Assets
2022 2 188 $163M
2023 2 191 $178M
2024 2 191 $184M

Nearby Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ohio Education Association Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Ohio Education Association Union Pension Plan, Total assets ($B): 0.089238046 · Participants: 11Ohio Education Association Union Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Ohio Education Association Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Ohio Education Association Union Pension Plan side-by-side with 3 peers →

Ohio Education Association Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Hollingsworth & Vose Company Retirement Plan in MA ($89M); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Ohio Education Association Union Pension Plan assets move in 2023? ▼
Ohio Education Association Union Pension Plan held essentially flat - up 0.1% during 2023, from $89M to $89M. Reported net income was $52K.
How have Ohio Education Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ohio Education Association's sponsor-wide assets grew 13.4%, from $163M to $184M.
Where does Ohio Education Association Union Pension Plan rank by assets among Form 5500 filers? ▼
Ohio Education Association Union Pension Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Ohio Education Association Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hollingsworth & Vose Company Retirement Plan in MA ($89M, 259 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ohio Education Association Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Boca General and Family Medicine Defined Benefit Plan in FL (11 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 314269414.

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.