Other · DOL Form 5500 · 2023
Case Western Reserve University Retirement Plan
Data updated 2026-08-25
- $2.0B
- Total assets Very large vs avg
- 1,840
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Faculty and Key Administrative Employee's Retirement Plan a · Sponsored by Case Western Reserve University · Ohio · Educational Services
$2.0B in assets, 1,840 participants
Case Western Reserve University's Faculty and Key Administrative Employee's Retirement Plan a reported $2.0B in total assets and 1,840 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.
- #3,695 in Educational Services (3,735 peers)
Coverage in Ohio
Faculty and Key Administrative Employee's Retirement Plan a covers 1,840 participants in Ohio, 2.4x the typical Ohio plan (state average ~765 per filing). Assets: $2.0B.
- #3,695
- in Educational Services (3,735 peers)
- +9.9%
- assets growth YoY
- 20×
- vs typical plan assets (national mean)
Faculty and Key Administrative Employee's Retirement Plan a's outsized position by total assets
Faculty and Key Administrative Employee's Retirement Plan a vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,966,936,238 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
Faculty and Key Administrative Employee's Retirement Plan a'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. Faculty and Key Administrative Employee's Retirement Plan a lands in the large band (1,840 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Faculty and Key Administrative Employee's Retirement Plan a reported net income rose from $95M in the plan year 2022 filing to $177M in the plan year 2023 filing.
- Faculty and Key Administrative Employee's Retirement Plan a end-of-year assets rose from $1.8B in the plan year 2022 filing to $2.0B in the plan year 2023 filing.
- Faculty and Key Administrative Employee's Retirement Plan a reported participants rose from 1,780 in the plan year 2022 filing to 1,840 in the plan year 2023 filing.
DOL schedule card
Filing strip 341018992 · Case Western Reserve University PY 2023 · Other
Faculty and Key Administrative Employee's Retirement Plan a · $2.0B · 1,840 · 99th
- SCH $2.0B
- EBSA 1,840
- PART 99th
- TYPE Other
- NET near Supplemental Retirement Annuity Plan of the University of Pennsylvania
- BOOK ind #3695
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 →
Faculty and Key Administrative Employee's Retirement Plan a in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $2.0B |
| Net Income | $177M |
| Employer EIN | 341018992 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Case Western Reserve University)
Sponsor-wide plan assets over time
All Case Western Reserve University plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 17.82486035033925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 4,358 | $2.2B |
| 2023 | 3 | 4,373 | $2.5B |
| 2024 | 3 | 4,577 | $2.6B |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $7.5B · 54,690
- Ohiohealth Retirement Savings Plan 403(b) $2.3B · 28,604
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.1B · 26,534
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
- Summa Health 403(b) Retirement Savings Plan $768M · 4,948
Faculty and Key Administrative Employee's Retirement Plan a's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Supplemental Retirement Annuity Plan of the University of Pennsylvania in PA ($2.0B); by covered participants it is Beth Israel Deaconess Hospital - Plymouth 403(b) Retirement Plan in MA (1,839 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.0B here).
- Supplemental Retirement Annuity Plan of the University of Pennsylvania (PA) $2.0B · 25,712
- Weill Cornell Medical College Retirement Plan for Faculty and Exempt Employees (NY) $2.0B · 5,272
- Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan (CT) $2.0B · 22,121
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees (IL) $2.0B · 13,705
Similar participant headcount
Nearest other-state filings by covered participants (1,840 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.