Other · DOL Form 5500 · 2024
Case Western Reserve University Retirement Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 1,944
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
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.
- #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.
- #3,598
- in Educational Services (3,638 peers)
- +5.5%
- assets growth YoY
- 21×
- vs typical plan assets (national mean)
Faculty and Key Administrative Employee's Retirement Plan a's outsized position by total assets
Faculty and Key Administrative Employee's Retirement Plan a vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,074,515,772 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
Faculty and Key Administrative Employee's Retirement Plan a'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. Faculty and Key Administrative Employee's Retirement Plan a lands in the large band (1,944 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 341018992 · Case Western Reserve University PY 2024 · Other
Faculty and Key Administrative Employee's Retirement Plan a · $2.1B · 1,944 · 99th
- SCH $2.1B
- SCH 1,944
- SCH 99th
- SCH Other
- SCH near University of Miami Retirement Savings Plan
- SCH ind #3598
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 Educational Services retirement plans → · Plans in Ohio →
Faculty and Key Administrative Employee's Retirement Plan a in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Case Western Reserve University plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.6B 17.82486035033925% vs 2022
- 2024 filing year
| 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.
- 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
Faculty and Key Administrative Employee's Retirement Plan a's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is University of Miami Retirement Savings Plan in FL ($2.1B); by covered participants it is West Virginia University Medical Corporation 403(b) Plan in WV (1,947 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,944 participants); asset peers above are excluded.
- West Virginia University Medical Corporation 403(b) Plan (WV) 1,947 · 3 off
- The Rand Corporation 403(b) Savings Plan (CA) 1,941 · 3 off
- The Art Institute of Chicago Tax Deferred Savings Program (IL) 1,940 · 4 off
- Long Island University Retirement Plan (NY) 1,936 · 8 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.