Defined Benefit (Pension) · DOL Form 5500 · 2024
Battelle Memorial Institute Pension Plan
Data updated 2026-08-11
- $1.9B
- Total assets
- 5,310
- Participants
- 99th
- Percentile by assets
- $353,851
- Avg per participant
Official DOL plan name: Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute · Sponsored by Battelle Memorial Institute · Ohio · Professional & Technical Services
$1.9B in assets, 5,310 participants
Battelle Memorial Institute's Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute reported $1.9B in total assets and 5,310 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)
- #20,063 in Professional & Technical Services (20,173 peers)
Coverage in Ohio
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute covers 5,310 participants in Ohio, 6.9x the typical Ohio plan (state average ~765 per filing). Assets: $1.9B.
- $1.9B
- total plan assets (2024 EOY)
- 5,310
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $353,851
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute reported net income rose from -$4M in the plan year 2023 filing to $55M in the plan year 2024 filing.
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute reported participants rose from 5,086 in the plan year 2023 filing to 5,310 in the plan year 2024 filing.
- Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute end-of-year assets rose from $1.8B in the plan year 2023 filing to $1.9B in the plan year 2024 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute reports 5,310 participants - 6.9x that state average ($1.9B EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | $55M |
| Employer EIN | 314379427 |
| Plan Effective Date | 1941-07-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Battelle Memorial Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 13,861 | $5.3B |
| 2023 | 3 | 14,626 | $4.9B |
| 2024 | 3 | 13,853 | $5.3B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
- GE Aerospace Pension Plan $19.0B · 9,637
- Firstenergy Corp. Master Pension Plan $6.5B · 12,187
- American Electric Power System Retirement Plan $4.1B · 16,073
- Ohio Operating Engineers Pension Plan $3.9B · 10,387
- Parker Defined Benefit Pension Plan $3.5B · 8,120
Scale composition for Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute reports $1.9B in end-of-year assets across 5,310 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $353,851 per participant (2.6x the national average assets-per-participant) . Net income for plan year 2024 was $55M.
This plan identity (EIN 314379427, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.8B to $1.9B (+2.8%) while covered participants moved from 4,661 to 5,310 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,661 | $1.8B | Open filing |
| 2023 | 5,086 | $1.8B | Open filing |
| 2024 · index core | 5,310 | $1.9B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Battelle Employees' Savings Plan (401(k), $3.4B, 8,543 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute by total assets, not by location.
- Celanese Americas Retirement Pension Plan (TX) $1.9B · 1,096
- Hess Corporation Employees' Pension Plan (TX) $1.9B · 1,414
- Pepco Holdings LLC Retirement Plan (IL) $1.9B · 3,199
- Kpmg Partner Pension Plan (NJ) $1.9B · 2,423
Frequently Asked Questions
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Filing takeaways
Ways to act on Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's numbers.
- By total assets, Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
- Battelle Memorial Institute's sponsor-wide assets have declined 0.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans