Defined Benefit (Pension) · DOL Form 5500 · 2024

Battelle Memorial Institute Pension Plan

Data updated 2026-08-25

$77K
Total assets Small plan by assets
N/A
Participants Small participant base
5th
Percentile by assets National rank
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Official DOL plan name: The 2017 Employees' Pension Plan of Battelle Memorial Institute · Sponsored by Battelle Memorial Institute · Ohio · Professional & Technical Services

$77K in assets, N/A participants

Battelle Memorial Institute's The 2017 Employees' Pension Plan of Battelle Memorial Institute reported $77K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #904 in Professional & Technical Services (20,173 peers)

2024 asset change

The 2017 Employees' Pension Plan of Battelle Memorial Institute contracted severely 98.9% in 2024 ($7M → $77K) for N/A participants.

#904
in Professional & Technical Services (20,173 peers)
-98.9%
assets change YoY

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The 2017 Employees' Pension Plan of Battelle Memorial Institute among the smaller filed plans by assets

The 2017 Employees' Pension Plan of Battelle Memorial Institute vs every filed plan by assets

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

$77,300 5th percentile higher than 5% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The 2017 Employees' Pension Plan of Battelle Memorial Institute reported participants fell from 1,158 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • The 2017 Employees' Pension Plan of Battelle Memorial Institute reported net income rose from -$762M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
  • The 2017 Employees' Pension Plan of Battelle Memorial Institute end-of-year assets fell from $7M in the plan year 2023 filing to $77K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 314379427 · Battelle Memorial Institute PY 2024 · Defined Benefit (Pension)

The 2017 Employees' Pension Plan of Battelle Memorial Institute · $77K · N/A · 5th

  • SCH $77K
  • EBSA N/A
  • PART 5th
  • TYPE Defined Benefit (Pension)
  • NET near Musco Food Corporation Defined Benefit Plan
  • BOOK ind #904

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 Professional & Technical Services retirement plans → · Plans in Ohio →

The 2017 Employees' Pension Plan of Battelle Memorial Institute in the asset neighbourhood

The 2017 Employees' Pension Plan of Battelle Memorial InstituteThe 2017 Employees' Pension …$77KMusco Food Corporation Defined Benefit PlanMusco Food Corporation Defin…$77KJoint Division 1541 Boulevard Pension PlanJoint Division 1541 Boulevar…$77KTransalta Retirement Pension PlanTransalta Retirement Pension…$77KMannington Wood Floors Hourly Pension Plan and TrustMannington Wood Floors Hourl…$78K
End-of-year total assets ($M) among The 2017 Employees' Pension Plan of Battelle Memorial Institute and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Battelle Memorial Institute years around the 2024 move

Sponsor-wide plan assets over time

All Battelle Memorial Institute plans reported in each filing year

Latest sponsor-wide plan assets
$5.3B 0.4983540838193922% vs 2022
2024 filing year
$4.8B$5B$5.2B$5.4B 202220232024 $5.3B $5.28B ▼ -0.4%
Year Plans Participants Total Assets
2022 3 13,861 $5.3B
2023 3 14,626 $4.9B
2024 3 13,853 $5.3B

2024 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$77K
Net Income-$7M
Employer EIN314379427
Plan Effective Date2017-06-30
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

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

The 2017 Employees' Pension Plan of Battelle Memorial Institute vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants The 2017 Employees' Pension Plan of Battelle Memorial Institute, Total assets ($B): 0.0000773 · Participants: 0The 2017 Employees' Pension Plan of Battelle Memorial InstituteGE 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
The 2017 Employees' Pension Plan of Battelle Memorial Institute vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare The 2017 Employees' Pension Plan of Battelle Memorial Institute side-by-side with 3 peers →

The 2017 Employees' Pension Plan of Battelle Memorial Institute's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Ohio, the nearest Defined Benefit (Pension) by end-of-year assets is Musco Food Corporation Defined Benefit Plan in NY at $77K (this filing: $77K).

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 The 2017 Employees' Pension Plan of Battelle Memorial Institute assets move in 2024? ▼
The 2017 Employees' Pension Plan of Battelle Memorial Institute contracted severely - down 98.9% during 2024, from $7M to $77K. Reported net income was -$7M.
How have Battelle Memorial Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Battelle Memorial Institute's sponsor-wide assets declined 0.5%, from $5.3B to $5.3B.
Where does The 2017 Employees' Pension Plan of Battelle Memorial Institute rank by assets among Form 5500 filers? ▼
The 2017 Employees' Pension Plan of Battelle Memorial Institute ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to The 2017 Employees' Pension Plan of Battelle Memorial Institute? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Musco Food Corporation Defined Benefit Plan in NY ($77K, 21 participants).

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 314379427.

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.