Other · DOL Form 5500 · 2023
Case Western Reserve University Retirement Plan
Data updated 2026-08-11
- $250M
- Total assets
- 1,743
- Participants
- 96th
- Percentile by assets
- $143,607
- Avg per participant
Official DOL plan name: Employees Supplemental Retirement Plan C · Sponsored by Case Western Reserve University · Ohio · Educational Services
$250M in assets, 1,743 participants
Case Western Reserve University's Employees Supplemental Retirement Plan C reported $250M in total assets and 1,743 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)
- #3,473 in Educational Services (3,735 peers)
Coverage in Ohio
Employees Supplemental Retirement Plan C covers 1,743 participants in Ohio, 2.3x the typical Ohio plan (state average ~765 per filing). Assets: $250M.
- $250M
- total plan assets (2023 EOY)
- 1,743
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $143,607
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Employees Supplemental Retirement Plan C reported net income rose from $24M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Employees Supplemental Retirement Plan C end-of-year assets rose from $217M in the plan year 2022 filing to $250M in the plan year 2023 filing.
- Employees Supplemental Retirement Plan C reported participants rose from 1,691 in the plan year 2022 filing to 1,743 in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Employees Supplemental Retirement Plan C reports 1,743 participants - 2.3x that state average ($250M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $217M |
|---|---|
| Net Assets (End of Year) | $250M |
| Net Income | $33M |
| Employer EIN | 341018992 |
| Plan Effective Date | 1999-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Case Western Reserve University)
| 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.
Employees Supplemental Retirement Plan C vs. nearby Other plans in Ohio, assets vs. participants
- 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
- Faculty and Key Administrative Employee's Retirement Plan a $2.0B · 1,840
- Children's Hospital Medical Center Employee Savings Plan $1.8B · 17,941
Similar-Sized Other Plans Nationally
Other plans in other states closest to Employees Supplemental Retirement Plan C by total assets, not by location.
- Doylestown Hospital 403(b) Retirement Savings Plan (PA) $250M · 3,264
- Seattle Children's 403(b) Plan (WA) $250M · 9,337
- Bridgeport Hospital Tax Sheltered Annuity Plan (CT) $249M · 4,407
- American Institutes for Research Retirement Plan (VA) $252M · 926
Frequently Asked Questions
How did Employees Supplemental Retirement Plan C assets move in 2023? ▼
How have Case Western Reserve University plan assets changed over time? ▼
Where does Employees Supplemental Retirement Plan C rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Employees Supplemental Retirement Plan C? ▼
Next read for Employees Supplemental Retirement Plan C
Filing takeaways
Ways to act on Employees Supplemental Retirement Plan C's numbers.
- By total assets, Employees Supplemental Retirement Plan C ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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