Defined Benefit (Pension) · DOL Form 5500 · 2023
Case Western Reserve University Pension Plan
Data updated 2026-08-25
- $249M
- Total assets Near avg plan size
- 790
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $315,779
- Avg per participant High balance/head
Official DOL plan name: Case Western Reserve University Employees Retirement Plan B · Sponsored by Case Western Reserve University · Ohio · Educational Services
$249M in assets, 790 participants
Case Western Reserve University's Case Western Reserve University Employees Retirement Plan B reported $249M in total assets and 790 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #3,472 in Educational Services (3,735 peers)
Where Case Western Reserve University Employees Retirement Plan B sits by assets
Case Western Reserve University Employees Retirement Plan B sits in the top 5% of all filed plans by assets, $249M for 790 participants (~$315,779/participant), up 10.8% in 2023.
- #3,472
- in Educational Services (3,735 peers)
- +10.8%
- assets growth YoY
- 2.5×
- vs typical plan assets (national mean)
Case Western Reserve University Employees Retirement Plan B's outsized position by total assets
Case Western Reserve University Employees Retirement Plan B vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$249,465,293 Top 4% higher than 96% 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
Case Western Reserve University Employees Retirement Plan B among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Case Western Reserve University Employees Retirement Plan B sits mid-pack in the medium band (790 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Case Western Reserve University Employees Retirement Plan B reported net income rose from $16M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Case Western Reserve University Employees Retirement Plan B reported participants fell from 887 in the plan year 2022 filing to 790 in the plan year 2023 filing.
- Case Western Reserve University Employees Retirement Plan B end-of-year assets rose from $225M in the plan year 2022 filing to $249M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 341018992 · Case Western Reserve University PY 2023 · Defined Benefit (Pension)
Case Western Reserve University Employees Retirement Plan B · $249M · 790 · 96th
- EBSA $249M
- EBSA 790
- EBSA 96th
- EBSA Defined Benefit (Pension)
- EBSA near Utah Sheet Metal Pension Trust
- EBSA ind #3472
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 →
Case Western Reserve University Employees Retirement Plan B in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $225M |
|---|---|
| Net Assets (End of Year) | $249M |
| Net Income | $24M |
| 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 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
Case Western Reserve University Employees Retirement Plan B's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Utah Sheet Metal Pension Trust in UT ($249M); by covered participants it is Mfa Employees Retirement Plan in MO (790 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($249M here).
- Utah Sheet Metal Pension Trust (UT) $249M · 757
- Swisher International, Inc. Retirement Income Plan for Salaried Employees (CT) $249M · 247
- United Furniture Workers Pension Fund a (TN) $250M · 832
- IBEW Local 150 Pension Plan (KY) $250M · 693
Similar participant headcount
Nearest other-state filings by covered participants (790 participants); asset peers above are excluded.
- Mfa Employees Retirement Plan (MO) 790 · 0 off
- Pension Plan for Certain Hourly Ees of Alcoa USA Corp. (PA) 789 · 1 off
- Banquet Employees - Unions Pension Trust Fund (NE) 791 · 1 off
- National Life Group Pension Plan for Employees (VT) 789 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.