Other · DOL Form 5500 · 2024

Western Reserve Academy Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
148
Participants Small participant base
77th
Percentile by assets National rank
$203,742
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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

$30M in assets, 148 participants

Western Reserve Academy's Western Reserve Academy Faculty and Staff Retirement Plan reported $30M in total assets and 148 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,255 in Educational Services (3,638 peers)

Coverage in Ohio

Western Reserve Academy Faculty and Staff Retirement Plan covers 148 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $30M.

#2,255
in Educational Services (3,638 peers)
+9.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Western Reserve Academy Faculty and Staff Retirement Plan's outsized position by total assets

Western Reserve Academy Faculty and Staff Retirement Plan vs every filed plan by assets

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

$30,153,848 Top 23% higher than 77% 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 Faculty and Staff 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 Faculty and Staff Retirement Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Reserve Academy Faculty and Staff Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Western Reserve Academy Faculty and Staff Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Western Reserve Academy Faculty and Staff Retirement Plan reported participants rose from 146 in the plan year 2023 filing to 148 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 340714390 · Western Reserve Academy PY 2024 · Other

Western Reserve Academy Faculty and Staff Retirement Plan · $30M · 148 · 77th

  • BOY $30M
  • BOY 148
  • BOY 77th
  • BOY Other
  • BOY near Family Health West 403b Plan
  • BOY ind #2255

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 Faculty and Staff Retirement Plan in the asset neighbourhood

Paul Smith's College of Arts and Sciences Defined Contribution Retirement PlanPaul Smith's College of Arts…$30MValley-Wide Health Systems, Inc. 403(b) PlanValley-Wide Health Systems, …$30MFamily Health West 403b Plan$30MWestern Reserve Academy Faculty and Staff Retirement PlanWestern Reserve Academy Facu…$30MCorporation for Supportive Housing Retirement PlanCorporation for Supportive H…$30M
End-of-year total assets ($M) among Western Reserve Academy Faculty and Staff Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN340714390
Plan Effective Date1966-01-01
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 Faculty and Staff Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Western Reserve Academy Faculty and Staff Retirement Plan, Total assets ($B): 0.030153848 · Participants: 148Western Reserve Academy Faculty and Staff 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 Faculty and Staff Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Western Reserve Academy Faculty and Staff Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Other by assets is Family Health West 403b Plan in CO ($30M); by covered participants it is North Carolina Wesleyan University Retirement Plan in NC (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Faculty and Staff Retirement Plan assets move in 2024? ▼
Western Reserve Academy Faculty and Staff Retirement Plan grew at a solid clip - up 9.4% during 2024, from $28M to $30M. Reported net income was $3M.
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.
Where does Western Reserve Academy Faculty and Staff Retirement Plan rank by assets among Form 5500 filers? ▼
Western Reserve Academy Faculty and Staff Retirement Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Western Reserve Academy Faculty and Staff Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Family Health West 403b Plan in CO ($30M, 605 participants).
Which Other plans cover a similar participant headcount to Western Reserve Academy Faculty and Staff Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is North Carolina Wesleyan University Retirement Plan in NC (148 participants, $29M 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.