401(k) · DOL Form 5500 · 2024
Battelle Memorial Institute 401(k) Plan
Data updated 2026-08-11
- $3.4B
- Total assets
- 8,543
- Participants
- 100th
- Percentile by assets
- $397,779
- Avg per participant
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.
- 100th percentile by assets (of 123,622 plans)
- #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.
- $3.4B
- total plan assets (2024 EOY)
- 8,543
- covered participants
- 100th
- percentile by assets (of 123,622 plans)
- $397,779
- avg assets per participant
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.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Battelle Employees' Savings Plan reports 8,543 participants - 11x that state average ($3.4B EOY assets).
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)
| 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.
Battelle Employees' Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Battelle Employees' Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Battelle Employees' Savings Plan assets move in 2024? ▼
How have Battelle Memorial Institute plan assets changed over time? ▼
Where does Battelle Employees' Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Battelle Employees' Savings Plan? ▼
Next read for Battelle Employees' Savings Plan
Filing takeaways
Ways to act on Battelle Employees' Savings Plan's numbers.
- By total assets, Battelle Employees' Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Battelle Memorial Institute's sponsor-wide assets have declined 0.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans