Defined Benefit (Pension) · DOL Form 5500 · 2023

Case Western Reserve University Pension Plan

Data updated 2026-08-11

$249M
Total assets: 790
Participants: 96th
Percentile by assets: $315,779
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$249M
total plan assets (2023 EOY): 790
covered participants: 96th
percentile by assets (of 127,072 plans): $315,779
avg assets per participant

Where Case Western Reserve University Employees Retirement Plan B sits 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 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.

See the national 2022→2023 release diff →

State

Ohio

Industry

Educational Services

Case Western Reserve University Employees Retirement Plan B vs the 2023 asset distribution

By assets, Case Western Reserve University Employees Retirement Plan B outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.5x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Case Western Reserve University plans on file

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.

Case Western Reserve University Employees Retirement Plan B vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

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

Compare Case Western Reserve University Employee… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Case Western Reserve University Employees Retirement Plan B by total assets, not by location.

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

Frequently Asked Questions

How did Case Western Reserve University Employees Retirement Plan B assets move in 2023? ▼

Case Western Reserve University Employees Retirement Plan B grew at a solid clip - up 10.8% during 2023, from $225M to $249M. Reported net income was $24M.

How have Case Western Reserve University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Case Western Reserve University's sponsor-wide assets grew 17.8%, from $2.2B to $2.6B.

Where does Case Western Reserve University Employees Retirement Plan B rank by assets among Form 5500 filers? ▼

Case Western Reserve University Employees Retirement Plan B ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Case Western Reserve University Employees Retirement Plan B? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Utah Sheet Metal Pension Trust in UT ($249M, 757 participants).

Next read for Case Western Reserve University Employee…

Scale reading

Ways to act on Case Western Reserve University Employees Retirement Plan B's numbers.

By total assets, Case Western Reserve University Employees Retirement Plan B ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
Case Western Reserve University's sponsor-wide assets have grown 17.8% since 2022 across 3 plan years on file. More Educational Services plans

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 341018992.