Defined Benefit (Pension) · DOL Form 5500 · 2024

Case Western Reserve University Pension Plan

Data updated 2026-08-25

$275M
Total assets Near avg plan size
714
Participants Below avg headcount
95th
Percentile by assets National rank
$385,219
Avg per participant High balance/head
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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.

  • #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.

#3,373
in Educational Services (3,638 peers)
+10.3%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Case Western Reserve University Employees Retirement Plan B's outsized position 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 $2,050,000,000 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

Case Western Reserve University Employees Retirement Plan B among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Case Western Reserve University Employees Retirement Plan B sits mid-pack in the medium band (714 participants).

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 →

Published 5500 schedule card

Filing strip 341018992 · Case Western Reserve University PY 2024 · Defined Benefit (Pension)

Case Western Reserve University Employees Retirement Plan B · $275M · 714 · 95th

  • PCT $275M
  • PCT 714
  • PCT 95th
  • PCT Defined Benefit (Pension)
  • PCT near Utah Sheet Metal Pension Trust
  • PCT ind #3373

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 →

Case Western Reserve University Employees Retirement Plan B in the asset neighbourhood

Utah Sheet Metal Pension TrustUtah Sheet Metal Pension Tru…$275MCase Western Reserve University Employees Retirement Plan BCase Western Reserve Univers…$275MNECA Local 145 IBEW Pension FundNECA Local 145 IBEW Pension …$275MDassault Falcon Jet Corporation Retirement Income PlanDassault Falcon Jet Corporat…$275MValley National Bank Pension PlanValley National Bank Pension…$275M
End-of-year total assets ($M) among Case Western Reserve University Employees Retirement Plan B and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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)

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
$2B$2.2B$2.4B$2.6B$2.8B 202220232024 $2.23B $2.63B ▲ +17.9%
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 ($B) Participants Case Western Reserve University Employees Retirement Plan B, Total assets ($B): 0.275046136 · Participants: 714Case Western Reserve University Employees Retirement Plan BGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Case Western Reserve University Employees Retirement Plan B vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Case Western Reserve University Employees Retirement Plan B side-by-side with 3 peers →

Case Western Reserve University Employees Retirement Plan B's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Utah Sheet Metal Pension Trust in UT ($275M); by covered participants it is Delta Dental Plan of Michigan, Inc. Retirement Income Plan in MI (714 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($275M here).

Similar participant headcount

Nearest other-state filings by covered participants (714 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Case Western Reserve University Employees Retirement Plan B? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Delta Dental Plan of Michigan, Inc. Retirement Income Plan in MI (714 participants, $395M in assets).

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.