Defined Benefit (Pension) · DOL Form 5500 · 2024
Ohio Education Association Pension Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 9
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $9.4M
- Avg per participant High balance/head
Official DOL plan name: Ohio Education Association Union Pension Plan · Sponsored by Ohio Education Association · Ohio · Professional & Technical Services
$85M in assets, 9 participants
Ohio Education Association's Ohio Education Association Union Pension Plan reported $85M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,214 in Professional & Technical Services (20,173 peers)
Where Ohio Education Association Union Pension Plan sits by assets
Ohio Education Association Union Pension Plan sits in the top quartile of all filed plans by assets, $85M for 9 participants (~$9.4M/participant), down 5.0% in 2024.
- #18,214
- in Professional & Technical Services (20,173 peers)
- -5.0%
- assets change YoY
- 0.9×
- 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.
Ohio Education Association Union Pension Plan's outsized position by total assets
Ohio Education Association Union Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$84,791,046 Top 11% higher than 89% 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
Ohio Education Association Union Pension Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ohio Education Association Union Pension Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ohio Education Association Union Pension Plan reported net income fell from $52K in the plan year 2023 filing to -$4M in the plan year 2024 filing.
- Ohio Education Association Union Pension Plan reported participants fell from 11 in the plan year 2023 filing to 9 in the plan year 2024 filing.
- Ohio Education Association Union Pension Plan end-of-year assets fell from $89M in the plan year 2023 filing to $85M in the plan year 2024 filing.
DOL schedule card
Filing strip 314269414 · Ohio Education Association PY 2024 · Defined Benefit (Pension)
Ohio Education Association Union Pension Plan · $85M · 9 · 89th
- RANK $85M
- RANK 9
- RANK 89th
- RANK Defined Benefit (Pension)
- RANK near Spire Missouri West Retirement Income Plan
- RANK ind #18214
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 →
Ohio Education Association Union Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $89M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$4M |
| Employer EIN | 314269414 |
| Plan Effective Date | 1960-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ohio Education Association)
Sponsor-wide plan assets over time
All Ohio Education Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $184M 13.358903999691895% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 188 | $163M |
| 2023 | 2 | 191 | $178M |
| 2024 | 2 | 191 | $184M |
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
Ohio Education Association Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Spire Missouri West Retirement Income Plan in MO ($85M); by covered participants it is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- Spire Missouri West Retirement Income Plan (MO) $85M · 141
- N.E.C.a.-I.B.E.W. Local Union No. 35 Pension Fund (CT) $85M · 362
- Forest Lawn Retirement Plan (CA) $85M · 976
- The Manitowoc Company, Inc. Pension Plan (WI) $85M · 251
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
- Jtm Perio Implants, Inc. Cash Balance Plan (CA) 9 · 0 off
- Gdmg Retirement Plan (CA) 9 · 0 off
- Hillenbrand, Inc. Pension Plan (IN) 9 · 0 off
- Viable Solutions, LLC Cash Balance Plan (ID) 9 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.