Other · DOL Form 5500 · 2023

Case Western Reserve University Retirement Plan

Data updated 2026-08-25

$250M
Total assets Near avg plan size
1,743
Participants Near avg headcount
96th
Percentile by assets National rank
$143,607
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#3,473
in Educational Services (3,735 peers)
+15.3%
assets growth YoY
2.5×
vs typical plan assets (national mean)

Employees Supplemental Retirement Plan C's outsized position by total assets

Employees Supplemental Retirement Plan C vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$250,307,638 Top 4% higher than 96% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Employees Supplemental Retirement Plan C'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. Employees Supplemental Retirement Plan C lands in the large band (1,743 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 341018992 · Case Western Reserve University PY 2023 · Other

Employees Supplemental Retirement Plan C · $250M · 1,743 · 96th

  • BOY $250M
  • BOY 1,743
  • BOY 96th
  • BOY Other
  • BOY near Doylestown Hospital 403(b) Retirement Savings Plan
  • BOY ind #3473

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 →

Employees Supplemental Retirement Plan C in the asset neighbourhood

American Institutes for Research Retirement PlanAmerican Institutes for Rese…$252MEmployees Supplemental Retirement Plan CEmployees Supplemental Retir…$250MDoylestown Hospital 403(b) Retirement Savings PlanDoylestown Hospital 403(b) R…$250MSeattle Children's 403(b) PlanSeattle Children's 403(b) Pl…$250MBridgeport Hospital Tax Sheltered Annuity PlanBridgeport Hospital Tax Shel…$249M
End-of-year total assets ($M) among Employees Supplemental Retirement Plan C and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$217M
Net Assets (End of Year)$250M
Net Income$33M
Employer EIN341018992
Plan Effective Date1999-07-01
Filing StatusFILING 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
$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.23B $2.63B ▲ +17.9%
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 Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Employees Supplemental Retirement Plan C, Total assets ($B): 0.250307638 · Participants: 1743Employees Supplemental Retirement Plan CCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Employees Supplemental Retirement Plan C vs. nearby Other plans in Ohio, assets vs. participants
Compare Employees Supplemental Retirement Plan C side-by-side with 3 peers →

Employees Supplemental Retirement Plan C's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Doylestown Hospital 403(b) Retirement Savings Plan in PA ($250M); by covered participants it is May Institute, Inc. Defined Contribution Retirement Plan in MA (1,744 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($250M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,743 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.

Frequently Asked Questions

How did Employees Supplemental Retirement Plan C assets move in 2023? ▼
Employees Supplemental Retirement Plan C grew sharply - up 15.3% during 2023, from $217M to $250M. Reported net income was $33M.
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 Employees Supplemental Retirement Plan C rank by assets among Form 5500 filers? ▼
Employees Supplemental Retirement Plan C 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 Other plans are similar in size to Employees Supplemental Retirement Plan C? ▼
Among Other plans in other states, the closest by assets is Doylestown Hospital 403(b) Retirement Savings Plan in PA ($250M, 3,264 participants).
Which Other plans cover a similar participant headcount to Employees Supplemental Retirement Plan C? ▼
Among Other plans in other states, the closest by covered participants is May Institute, Inc. Defined Contribution Retirement Plan in MA (1,744 participants, $75M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.