401(k) · DOL Form 5500 · 2024
Battelle Memorial Institute 401(k) Plan
Data updated 2026-08-25
- $3.4B
- Total assets Very large vs avg
- 8,543
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $397,779
- Avg per participant High balance/head
Official DOL plan name: Battelle Employees' Savings Plan · Sponsored by Battelle Memorial Institute · Ohio · Professional & Technical Services
$3.4B in assets, 8,543 participants
Battelle Memorial Institute's Battelle Employees' Savings Plan reported $3.4B in total assets and 8,543 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #20,132 in Professional & Technical Services (20,173 peers)
Coverage in Ohio
Battelle Employees' Savings Plan covers 8,543 participants in Ohio, 11x the typical Ohio plan (state average ~765 per filing). Assets: $3.4B.
- #20,132
- in Professional & Technical Services (20,173 peers)
- +10.1%
- assets growth YoY
- 34×
- vs typical plan assets (national mean)
Battelle Employees' Savings Plan's outsized position by total assets
Battelle Employees' Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,398,228,000 Highest reported value at or above every one 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
Battelle Employees' Savings 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. Battelle Employees' Savings Plan lands in the large band (8,543 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Battelle Employees' Savings Plan reported net income fell from $379M in the plan year 2023 filing to $312M in the plan year 2024 filing.
- Battelle Employees' Savings Plan end-of-year assets rose from $3.1B in the plan year 2023 filing to $3.4B in the plan year 2024 filing.
- Battelle Employees' Savings Plan reported participants rose from 8,382 in the plan year 2023 filing to 8,543 in the plan year 2024 filing.
DOL schedule card
Filing strip 314379427 · Battelle Memorial Institute PY 2024 · 401(k)
Battelle Employees' Savings Plan · $3.4B · 8,543 · 100th
- VS-ST $3.4B
- VS-ST 8,543
- VS-ST 100th
- VS-ST 401(k)
- VS-ST near The Wegmans Retirement Plans
- VS-ST ind #20132
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 →
Battelle Employees' Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $3.1B |
|---|---|
| Net Assets (End of Year) | $3.4B |
| Net Income | $312M |
| Employer EIN | 314379427 |
| Plan Effective Date | 1979-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Battelle Memorial Institute)
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 |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Scale composition for Battelle Employees' Savings Plan
Battelle Employees' Savings Plan reports $3.4B in end-of-year assets across 8,543 participants (0.028% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $397,779 per participant (2.9x the national average assets-per-participant) . Net income for plan year 2024 was $312M.
This plan identity (EIN 314379427, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.7B to $3.4B (+25.5%) while covered participants moved from 7,979 to 8,543 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 7,979 | $2.7B | Open filing |
| 2023 | 8,382 | $3.1B | Open filing |
| 2024 · index core | 8,543 | $3.4B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute (Defined Benefit (Pension), $1.9B, 5,310 participants)
Battelle Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is The Wegmans Retirement Plans in NY ($3.4B); by covered participants it is Patrick Industries, Inc. 401(k) Employee Savings Plan in IN (8,541 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.4B here).
- The Wegmans Retirement Plans (NY) $3.4B · 42,027
- Valero Energy Corporation Thrift Plan (TX) $3.4B · 8,053
- Dupont Retirement Savings Plan (DE) $3.4B · 9,391
- U.S. Associate Savings Plan (NJ) $3.4B · 15,513
Similar participant headcount
Nearest other-state filings by covered participants (8,543 participants); asset peers above are excluded.
- Patrick Industries, Inc. 401(k) Employee Savings Plan (IN) 8,541 · 2 off
- Lineage Logistics 401(k) Plan (MI) 8,546 · 3 off
- Hubbell Incorporated Employee Savings & Investment Plan (CT) 8,548 · 5 off
- Conagra Brands Retirement Income Savings Plan for Union Employees (IL) 8,551 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.