Defined Benefit (Pension) · DOL Form 5500 · 2024
The Western and Southern Life Insurance Company Pension Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 2,652
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $457,951
- Avg per participant High balance/head
Official DOL plan name: Western & Southern Financial Group Pension Plan · Sponsored by The Western and Southern Life Insurance Company · Ohio · Finance & Insurance
$1.2B in assets, 2,652 participants
The Western and Southern Life Insurance Company's Western & Southern Financial Group Pension Plan reported $1.2B in total assets and 2,652 participants in its 2024 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.
- #8,339 in Finance & Insurance (8,549 peers)
Coverage in Ohio
Western & Southern Financial Group Pension Plan covers 2,652 participants in Ohio, 3.5x the typical Ohio plan (state average ~765 per filing). Assets: $1.2B.
- #8,339
- in Finance & Insurance (8,549 peers)
- +6.8%
- assets growth YoY
- 12×
- vs typical plan assets (national mean)
Western & Southern Financial Group Pension Plan's outsized position by total assets
Western & Southern Financial Group Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,214,485,521 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Western & Southern Financial Group Pension Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western & Southern Financial Group Pension Plan lands in the large band (2,652 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Western & Southern Financial Group Pension Plan reported net income rose from $43M in the plan year 2023 filing to $94M in the plan year 2024 filing.
- Western & Southern Financial Group Pension Plan end-of-year assets rose from $1.1B in the plan year 2023 filing to $1.2B in the plan year 2024 filing.
- Western & Southern Financial Group Pension Plan reported participants rose from 2,578 in the plan year 2023 filing to 2,652 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 310487145 · The Western and Southern Life Insurance Company PY 2024 · Defined Benefit (Pension)
Western & Southern Financial Group Pension Plan · $1.2B · 2,652 · 99th
- EOY $1.2B
- EOY 2,652
- EOY 99th
- EOY Defined Benefit (Pension)
- EOY near Novo Nordisk Inc. Money Purchase Plan
- EOY ind #8339
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 Finance & Insurance retirement plans → · Plans in Ohio →
Western & Southern Financial Group Pension Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $94M |
| Employer EIN | 310487145 |
| Plan Effective Date | 1938-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Western and Southern Life Insurance Company)
Sponsor-wide plan assets over time
All The Western and Southern Life Insurance Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.8B 20.239092913754043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,943 | $1.5B |
| 2023 | 2 | 5,590 | $1.6B |
| 2024 | 2 | 5,817 | $1.8B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Western & Southern Financial Group Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Novo Nordisk Inc. Money Purchase Plan in NJ ($1.2B); by covered participants it is Employees' Retirement Plan of Stihl, Incorporated in VA (2,655 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Novo Nordisk Inc. Money Purchase Plan (NJ) $1.2B · 5,655
- Ryder System, Inc. Retirement Plan (GA) $1.2B · 2,321
- Alaska Airlines, Inc., Fixed Income Retirement Plan for Pilots (WA) $1.2B · 776
- Chicago Painters and Decorators Pension Fund (IL) $1.2B · 2,266
Similar participant headcount
Nearest other-state filings by covered participants (2,652 participants); asset peers above are excluded.
- Employees' Retirement Plan of Stihl, Incorporated (VA) 2,655 · 3 off
- Scana Corporation Retirement Plan (VA) 2,655 · 3 off
- Securian Financial Group, Inc. Retirement Plan (MN) 2,647 · 5 off
- America First Credit Union Pension Plan (UT) 2,645 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.