Defined Benefit (Pension) · DOL Form 5500 · 2024

Case Western Reserve University Pension Plan

Data updated 2026-08-11

$275M
Total assets
714
Participants
95th
Percentile by assets
$385,219
Avg per participant
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Official DOL plan name: Case Western Reserve University Employees Retirement Plan B · Sponsored by Case Western Reserve University · Ohio · Educational Services

$275M in assets, 714 participants

Case Western Reserve University's Case Western Reserve University Employees Retirement Plan B reported $275M in total assets and 714 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 123,622 plans)
  • #3,373 in Educational Services (3,638 peers)

Where Case Western Reserve University Employees Retirement Plan B sits by assets

Case Western Reserve University Employees Retirement Plan B sits in the top 5% of all filed plans by assets, $275M for 714 participants (~$385,219/participant), up 10.3% in 2024.

$275M
total plan assets (2024 EOY)
714
covered participants
95th
percentile by assets (of 123,622 plans)
$385,219
avg assets per participant

Where Case Western Reserve University Employees Retirement Plan B sits by total assets

Case Western Reserve University Employees Retirement Plan B vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$275,046,136 Top 5% higher than 95% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Case Western Reserve University Employees Retirement Plan B end-of-year assets rose from $249M in the plan year 2023 filing to $275M in the plan year 2024 filing.
  • Case Western Reserve University Employees Retirement Plan B reported participants fell from 790 in the plan year 2023 filing to 714 in the plan year 2024 filing.
  • Case Western Reserve University Employees Retirement Plan B reported net income rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Ohio
Industry
Educational Services

Case Western Reserve University Employees Retirement Plan B vs the 2024 asset distribution

By assets, Case Western Reserve University Employees Retirement Plan B outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$249M
Net Assets (End of Year)$275M
Net Income$26M
Employer EIN341018992
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Case Western Reserve University)

$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.23B $2.63B ▲ +17.9%
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 Defined Benefit (Pension) Plans in Ohio

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Case Western Reserve University Employees Retirement Plan B vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Case Western Reserve…, Total assets ($B): 0.275046136 · Participants: 714Case Western Reserve…GE Aerospace Pension…, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension…Firstenergy Corp. Ma…, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Ma…American Electric Po…, Total assets ($B): 4.085797504 · Participants: 16073American Electric Po…Ohio Operating Engin…, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engin…Parker Defined Benef…, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benef…
Case Western Reserve University Employees Retirement Plan B vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Case Western Reserve University Employee… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Case Western Reserve University Employees Retirement Plan B by total assets, not by location.

Frequently Asked Questions

How did Case Western Reserve University Employees Retirement Plan B assets move in 2024? ▼
Case Western Reserve University Employees Retirement Plan B grew at a solid clip - up 10.3% during 2024, from $249M to $275M. Reported net income was $26M.
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 Case Western Reserve University Employees Retirement Plan B rank by assets among Form 5500 filers? ▼
Case Western Reserve University Employees Retirement Plan B ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Case Western Reserve University Employees Retirement Plan B? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Utah Sheet Metal Pension Trust in UT ($275M, 855 participants).

Next read for Case Western Reserve University Employee…

Scale reading

Ways to act on Case Western Reserve University Employees Retirement Plan B's numbers.

  • By total assets, Case Western Reserve University Employees Retirement Plan B ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) 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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.