Defined Benefit (Pension) · DOL Form 5500 · 2024
Battelle Memorial Institute Pension Plan
Data updated 2026-08-25
- $1.9B
- Total assets Very large vs avg
- 5,310
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $353,851
- Avg per participant High balance/head
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.
- #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.
- #20,063
- in Professional & Technical Services (20,173 peers)
- +3.0%
- assets growth YoY
- 19×
- vs typical plan assets (national mean)
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's outsized position by total assets
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,878,950,408 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
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute'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. Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute lands in the large band (5,310 participants).
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.
EBSA filing schedule strip
Filing strip 314379427 · Battelle Memorial Institute PY 2024 · Defined Benefit (Pension)
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute · $1.9B · 5,310 · 99th
- RANK $1.9B
- RANK 5,310
- RANK 99th
- RANK Defined Benefit (Pension)
- RANK near Celanese Americas Retirement Pension Plan
- RANK ind #20063
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 →
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute in the asset neighbourhood
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)
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
| 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.
- 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)
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Celanese Americas Retirement Pension Plan in TX ($1.9B); by covered participants it is Auto-Owners Insurance Company Retirement Income Plan in MI (5,331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.9B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (5,310 participants); asset peers above are excluded.
- Auto-Owners Insurance Company Retirement Income Plan (MI) 5,331 · 21 off
- Excavators Union Local 731 Pension Fund (NY) 5,257 · 53 off
- Shaws Supermarkets, Inc. Pension Plan for Union Employees (ID) 5,378 · 68 off
- Cadence Retirement Plan and Trust Agreement (MS) 5,242 · 68 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.