Defined Benefit (Pension) · DOL Form 5500 · 2023
Battelle Memorial Institute Pension Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 1,158
- Participants Near avg headcount
- 50th
- Percentile by assets National rank
- $5,818
- Avg per participant Low balance/head
Official DOL plan name: The 2017 Employees' Pension Plan of Battelle Memorial Institute · Sponsored by Battelle Memorial Institute · Ohio · Professional & Technical Services
$7M in assets, 1,158 participants
Battelle Memorial Institute's The 2017 Employees' Pension Plan of Battelle Memorial Institute reported $7M in total assets and 1,158 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #9,875 in Professional & Technical Services (20,321 peers)
2023 asset change
The 2017 Employees' Pension Plan of Battelle Memorial Institute contracted severely 99.1% in 2023 ($769M → $7M) for 1,158 participants.
- #9,875
- in Professional & Technical Services (20,321 peers)
- -99.1%
- assets change YoY
The plan reported a net loss of $762M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The 2017 Employees' Pension Plan of Battelle Memorial Institute's mid-pack asset rank among Professional & Technical Services and all filers
The 2017 Employees' Pension Plan of Battelle Memorial Institute vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,737,374 Top 50% higher than 50% 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
The 2017 Employees' Pension Plan of 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. The 2017 Employees' Pension Plan of Battelle Memorial Institute lands in the large band (1,158 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The 2017 Employees' Pension Plan of Battelle Memorial Institute reported net income fell from -$98M in the plan year 2022 filing to -$762M in the plan year 2023 filing.
- The 2017 Employees' Pension Plan of Battelle Memorial Institute end-of-year assets fell from $769M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The 2017 Employees' Pension Plan of Battelle Memorial Institute reported participants fell from 1,221 in the plan year 2022 filing to 1,158 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 314379427 · Battelle Memorial Institute PY 2023 · Defined Benefit (Pension)
The 2017 Employees' Pension Plan of Battelle Memorial Institute · $7M · 1,158 · 50th
- IND $7M
- IND 1,158
- IND 50th
- IND Defined Benefit (Pension)
- IND near The University Financing Foundation, Inc. Cash Balance Plan
- IND ind #9875
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 →
The 2017 Employees' Pension Plan of Battelle Memorial Institute in the asset neighbourhood
Battelle Memorial Institute years around the 2023 move
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 13,861 | $5.3B |
| 2023 | 3 | 14,626 | $4.9B |
| 2024 | 3 | 13,853 | $5.3B |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $769M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$762M |
| Employer EIN | 314379427 |
| Plan Effective Date | 2017-06-30 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- 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
The 2017 Employees' Pension Plan of 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 The University Financing Foundation, Inc. Cash Balance Plan in GA ($7M); by covered participants it is Retirement Plan for Employees of the Avista Corporation in WA (1,157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,158 participants); asset peers above are excluded.
- Retirement Plan for Employees of the Avista Corporation (WA) 1,157 · 1 off
- Ironworkers Local 11 Pension Fund (NJ) 1,159 · 1 off
- IBEW Local No. 236 Pension Plan (NY) 1,157 · 1 off
- Northshore University Healthsystem Pension Plan (IL) 1,160 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.