Defined Benefit (Pension) · DOL Form 5500 · 2023
Battelle Memorial Institute Pension Plan
Data updated 2026-08-11
- $1.8B
- Total assets
- 5,086
- Participants
- 99th
- Percentile by assets
- $358,580
- Avg per participant
Official DOL plan name: Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute · Sponsored by Battelle Memorial Institute · Ohio · Professional & Technical Services
$1.8B in assets, 5,086 participants
Battelle Memorial Institute's Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute reported $1.8B in total assets and 5,086 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.
- 99th percentile by assets (of 127,072 plans)
- #20,224 in Professional & Technical Services (20,321 peers)
Coverage in Ohio
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute covers 5,086 participants in Ohio, 6.6x the typical Ohio plan (state average ~765 per filing). Assets: $1.8B.
- $1.8B
- total plan assets (2023 EOY)
- 5,086
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $358,580
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute reported net income rose from -$74M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute reported participants rose from 4,661 in the plan year 2022 filing to 5,086 in the plan year 2023 filing.
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute end-of-year assets fell from $1.8B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute reports 5,086 participants - 6.6x that state average ($1.8B EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | -$4M |
| Employer EIN | 314379427 |
| Plan Effective Date | 1941-07-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Battelle Memorial Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 13,861 | $5.3B |
| 2023 | 3 | 14,626 | $4.9B |
| 2024 | 3 | 13,853 | $5.3B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute 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
Scale composition for Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute reports $1.8B in end-of-year assets across 5,086 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $358,580 per participant (2.6x the national average assets-per-participant) . Net income for plan year 2023 was -$4M.
This plan identity (EIN 314379427, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.8B to $1.9B (+2.8%) while covered participants moved from 4,661 to 5,310 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,661 | $1.8B | Open filing |
| 2023 | 5,086 | $1.8B | This page |
| 2024 · index core | 5,310 | $1.9B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Battelle Employees' Savings Plan (401(k), $3.4B, 8,543 participants)
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute (Defined Benefit (Pension), $1.9B, 5,310 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute by total assets, not by location.
- Legacy Plan of the National Retirement Fund (NY) $1.8B · 11,294
- Disney Associated Companies' Retirement Plan (CA) $1.8B · 25,656
- Operating Engineers' Local 324 Pension Fund (MI) $1.8B · 7,993
- Liuna Staff and Affiliates Pension Fund (DC) $1.8B · 3,533
Frequently Asked Questions
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Filing takeaways
Ways to act on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's numbers.
- By total assets, Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
- Battelle Memorial Institute's sponsor-wide assets have declined 0.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans