Other · DOL Form 5500 · 2024

Case Western Reserve University Retirement Plan

Data updated 2026-08-11

$2.1B
Total assets: 1,944
Participants: 99th
Percentile by assets: $1.1M
Avg per participant

Official DOL plan name: Faculty and Key Administrative Employee's Retirement Plan a · Sponsored by Case Western Reserve University · Ohio · Educational Services

$2.1B in assets, 1,944 participants

Case Western Reserve University's Faculty and Key Administrative Employee's Retirement Plan a reported $2.1B in total assets and 1,944 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.

99th percentile by assets (of 123,622 plans)
#3,598 in Educational Services (3,638 peers)

Coverage in Ohio

Faculty and Key Administrative Employee's Retirement Plan a covers 1,944 participants in Ohio, 2.5x the typical Ohio plan (state average ~765 per filing). Assets: $2.1B.

$2.1B
total plan assets (2024 EOY): 1,944
covered participants: 99th
percentile by assets (of 123,622 plans): $1.1M
avg assets per participant

Faculty and Key Administrative Employee's Retirement Plan a reported net income fell from $177M in the plan year 2023 filing to $108M in the plan year 2024 filing.
Faculty and Key Administrative Employee's Retirement Plan a reported participants rose from 1,840 in the plan year 2023 filing to 1,944 in the plan year 2024 filing.
Faculty and Key Administrative Employee's Retirement Plan a end-of-year assets rose from $2.0B in the plan year 2023 filing to $2.1B in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Ohio

Industry

Educational Services

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Faculty and Key Administrative Employee's Retirement Plan a reports 1,944 participants - 2.5x that state average ($2.1B EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)	$2.0B
Net Assets (End of Year)	$2.1B
Net Income	$108M
Employer EIN	341018992
Plan Effective Date	1969-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Case Western Reserve University)

Total plan assets by year, all Case Western Reserve University plans on file

Year	Plans	Participants	Total Assets
2022	3	4,358	$2.2B
2023	3	4,373	$2.5B
2024	3	4,577	$2.6B

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Faculty and Key Administrative Employee's Retirement Plan a vs. nearby Other plans in Ohio, assets vs. participants

Cleveland Clinic Savings and Investment Plan $9.2B · 65,407
Ohiohealth Retirement Savings Plan 403(b) $2.7B · 29,710
University Hospitals Health System 403(b) Matched Retirement Savings Plan $2.5B · 27,009
Children's Hospital Medical Center Employee Savings Plan $2.0B · 19,570
Summa Health 403(b) Retirement Savings Plan $855M · 4,697

Compare Faculty and Key Administrative Employee'… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Faculty and Key Administrative Employee's Retirement Plan a by total assets, not by location.

University of Miami Retirement Savings Plan (FL) $2.1B · 12,711
Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees (IL) $2.1B · 13,718
The Tax Sheltered Annuity Plan of Texas Children's Hospital (TX) $2.1B · 16,971
Legacy Health 403(b) Plan (OR) $2.0B · 14,590

Frequently Asked Questions

How did Faculty and Key Administrative Employee's Retirement Plan a assets move in 2024? ▼

Faculty and Key Administrative Employee's Retirement Plan a grew at a solid clip - up 5.5% during 2024, from $2.0B to $2.1B. Reported net income was $108M.

How have Case Western Reserve University plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Case Western Reserve University's sponsor-wide assets grew 17.8%, from $2.2B to $2.6B.

Where does Faculty and Key Administrative Employee's Retirement Plan a rank by assets among Form 5500 filers? ▼

Faculty and Key Administrative Employee's Retirement Plan a ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which Other plans are similar in size to Faculty and Key Administrative Employee's Retirement Plan a? ▼

Among Other plans in other states, the closest by assets is University of Miami Retirement Savings Plan in FL ($2.1B, 12,711 participants).

Next read for Faculty and Key Administrative Employee'…

Filing takeaways

Ways to act on Faculty and Key Administrative Employee's Retirement Plan a's numbers.

By total assets, Faculty and Key Administrative Employee's Retirement Plan a ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar Other plans in Ohio. Compare plans
Case Western Reserve University's sponsor-wide assets have grown 17.8% since 2022 across 3 plan years on file. More Educational Services plans

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 341018992.