Other · DOL Form 5500 · 2024

Western Reserve Academy Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
118
Participants Small participant base
60th
Percentile by assets National rank
$100,868
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Reserve Academy Employee Retirement Plan · Sponsored by Western Reserve Academy · Ohio · Educational Services

$12M in assets, 118 participants

Western Reserve Academy's Western Reserve Academy Employee Retirement Plan reported $12M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,546 in Educational Services (3,638 peers)

Coverage in Ohio

Western Reserve Academy Employee Retirement Plan covers 118 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $12M.

#1,546
in Educational Services (3,638 peers)
+6.2%
assets growth YoY

Western Reserve Academy Employee Retirement Plan's mid-pack asset rank among Educational Services and all filers

Western Reserve Academy Employee Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$11,902,377 Top 40% higher than 60% of 123,620 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 2024

Western Reserve Academy Employee Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Reserve Academy Employee Retirement Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Reserve Academy Employee Retirement Plan reported net income fell from $879K in the plan year 2023 filing to $690K in the plan year 2024 filing.
  • Western Reserve Academy Employee Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340714390 · Western Reserve Academy PY 2024 · Other

Western Reserve Academy Employee Retirement Plan · $12M · 118 · 60th

  • PART $12M
  • PART 118
  • PART 60th
  • PART Other
  • PART near The Treatment & Learning Centers Inc. 403b Tax Deferred Annuity Plan
  • PART ind #1546

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 →

Western Reserve Academy Employee Retirement Plan in the asset neighbourhood

Western Reserve Academy Employee Retirement PlanWestern Reserve Academy Empl…$12MThe Treatment & Learning Centers Inc. 403b Tax Deferred Annuity PlanThe Treatment & Learning Cen…$12MCentral Jersey Family Health Consortium 403(b) Pension PlanCentral Jersey Family Health…$12MSection 403(b) Plan for God's Love We DeliverSection 403(b) Plan for God'…$12MAxis Community Health, Inc. 403(b) PlanAxis Community Health, Inc. …$12M
End-of-year total assets ($M) among Western Reserve Academy Employee Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$690K
Employer EIN340714390
Plan Effective Date1978-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Reserve Academy)

Sponsor-wide plan assets over time

All Western Reserve Academy plans reported in each filing year

Latest sponsor-wide plan assets
$42M 17.40047385923101% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $35.8M $42.1M ▲ +17.4%
Year Plans Participants Total Assets
2022 2 265 $36M
2023 2 263 $39M
2024 2 266 $42M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Western Reserve Academy Employee Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Western Reserve Academy Employee Retirement Plan, Total assets ($B): 0.011902377 · Participants: 118Western Reserve Academy Employee Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
Western Reserve Academy Employee Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Western Reserve Academy Employee Retirement Plan side-by-side with 3 peers →

Western Reserve Academy Employee Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is The Treatment & Learning Centers Inc. 403b Tax Deferred Annuity Plan in MD ($12M); by covered participants it is Preferred Home Services, LLC in SC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western Reserve Academy Employee Retirement Plan assets move in 2024? ▼
Western Reserve Academy Employee Retirement Plan grew at a solid clip - up 6.2% during 2024, from $11M to $12M. Reported net income was $690K.
How have Western Reserve Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Reserve Academy's sponsor-wide assets grew 17.4%, from $36M to $42M.
Which Other plans are similar in size to Western Reserve Academy Employee Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Treatment & Learning Centers Inc. 403b Tax Deferred Annuity Plan in MD ($12M, 218 participants).
Which Other plans cover a similar participant headcount to Western Reserve Academy Employee Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Preferred Home Services, LLC in SC (118 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340714390.

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.