Defined Benefit (Pension) · DOL Form 5500 · 2023

Battelle Memorial Institute Pension Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
5,086
Participants Above avg headcount
99th
Percentile by assets National rank
$358,580
Avg per participant High balance/head
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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.

  • #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.

#20,224
in Professional & Technical Services (20,321 peers)
-0.2%
assets change YoY
18×
vs typical plan assets (national mean)

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.

Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's outsized position by total assets

Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute vs every filed plan by assets

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

$1,823,740,095 Top 1% higher than 99% 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

Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute'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. Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute lands in the large band (5,086 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 314379427 · Battelle Memorial Institute PY 2023 · Defined Benefit (Pension)

Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute · $1.8B · 5,086 · 99th

  • EIN $1.8B
  • EIN 5,086
  • EIN 99th
  • EIN Defined Benefit (Pension)
  • EIN near Legacy Plan of the National Retirement Fund
  • EIN ind #20224

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute in the asset neighbourhood

Disney Associated Companies' Retirement PlanDisney Associated Companies'…$1.8BPension Plan of the Pacific Northwest Laboratories Battelle Memorial InstitutePension Plan of the Pacific …$1.8BLegacy Plan of the National Retirement FundLegacy Plan of the National …$1.8BOperating Engineers' Local 324 Pension FundOperating Engineers' Local 3…$1.8BLiuna Staff and Affiliates Pension FundLiuna Staff and Affiliates P…$1.8B
End-of-year total assets ($B) among Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$1.8B
Net Assets (End of Year)$1.8B
Net Income-$4M
Employer EIN314379427
Plan Effective Date1941-07-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Battelle Memorial Institute)

Sponsor-wide plan assets over time

All Battelle Memorial Institute plans reported in each filing year

Latest sponsor-wide plan assets
$5.3B 0.4983540838193922% vs 2022
2024 filing year
$4.8B$5B$5.2B$5.4B 202220232024 $5.3B $5.28B ▼ -0.4%
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 Scatter plot of 6 data points. -50000500010000150002000025000 02468 Total assets ($B) Participants Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute, Total assets ($B): 1.823740095 · Participants: 5086Pension Plan of the Pacific Northwest Laboratories Battelle Memorial InstituteFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute side-by-side with 3 peers →

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:

Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Legacy Plan of the National Retirement Fund in NY ($1.8B); by covered participants it is Constellation Retirement Program in PA (5,080 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (5,086 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 Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute assets move in 2023? ▼
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute held essentially flat - down 0.2% during 2023, from $1.8B to $1.8B. Reported net income was -$4M.
How have Battelle Memorial Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Battelle Memorial Institute's sponsor-wide assets declined 0.5%, from $5.3B to $5.3B.
Where does Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute rank by assets among Form 5500 filers? ▼
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Legacy Plan of the National Retirement Fund in NY ($1.8B, 11,294 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Constellation Retirement Program in PA (5,080 participants, $5.3B 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 314379427.

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.