401(k) · DOL Form 5500 · 2023
Battelle Memorial Institute 401(k) Plan
Data updated 2026-08-06
- $3.1B
- Total assets
- 8,382
- Participants
- 100th
- Percentile by assets
- $368,218
- Avg per participant
Official DOL plan name: Battelle Employees' Savings Plan · Sponsored by Battelle Memorial Institute · Ohio · Professional & Technical Services
$3.1B in assets, 8,382 participants
Battelle Memorial Institute's Battelle Employees' Savings Plan reported $3.1B in total assets and 8,382 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 126,618 plans)
- #20,228 in Professional & Technical Services (20,271 peers)
Coverage in Ohio
Battelle Employees' Savings Plan covers 8,382 participants in Ohio, 11x the typical Ohio plan (state average ~787 per filing). Assets: $3.1B.
- $3.1B
- total plan assets (2023 EOY)
- 8,382
- covered participants
- 100th
- percentile by assets (of 126,618 plans)
- $368,218
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Battelle Employees' Savings Plan reported net income rose from $274M in the plan year 2022 filing to $379M in the plan year 2023 filing.
- Battelle Employees' Savings Plan end-of-year assets rose from $2.7B in the plan year 2022 filing to $3.1B in the plan year 2023 filing.
- Battelle Employees' Savings Plan reported participants rose from 7,979 in the plan year 2022 filing to 8,382 in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 787 participants across 4,840 plans. Battelle Employees' Savings Plan reports 8,382 participants - 11x that state average ($3.1B EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $2.7B |
|---|---|
| Net Assets (End of Year) | $3.1B |
| Net Income | $379M |
| Employer EIN | 314379427 |
| Plan Effective Date | 1979-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Battelle Memorial Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 13,861 | $5.3B |
| 2023 | 3 | 14,626 | $4.9B |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Battelle Employees' Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Battelle Employees' Savings Plan by total assets, not by location.
- Barclays 401(k) Plan (NY) $3.1B · 11,480
- Valero Energy Corporation Thrift Plan (TX) $3.1B · 7,914
- Iqvia 401(k) Plan (NC) $3.1B · 20,893
- Sanford Retirement Savings Plan (ND) $3.1B · 30,495
Frequently Asked Questions
How did Battelle Employees' Savings Plan assets move in 2023? ▼
How have Battelle Memorial Institute plan assets changed over time? ▼
Where does Battelle Employees' Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Battelle Employees' Savings Plan? ▼
Next read for Battelle Employees' Savings Plan
Filing takeaways
Ways to act on Battelle Employees' Savings Plan's numbers.
- By total assets, Battelle Employees' Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Battelle Memorial Institute's sponsor-wide assets have declined 7.3% since 2022 across 2 plan years on file. More Professional & Technical Services plans