Ohio › Professional, scientific and technical services › 5,000 to 24,999 participants
Form 5500 statement · plan year 1 Jul 2024 to 30 Jun 2025
Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute
Sponsored by Battelle Memorial Institute, Columbus, OH
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Battelle Memorial Institute of Columbus, Ohio sponsors Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute, a defined benefit pension plan. Its Form 5500 for the plan year ending 30 Jun 2025 shows 10,106 participants (5,379 active) and $1.88B in net assets.
Net assets came to $185,924 per participant, well above the $87,623 median for defined benefit plans with 5,000 to 24,999 participants and above the $176,808 median for defined benefit plans in professional, scientific and technical services. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Employer contributions were $45.0M for the year ($8,366 per active participant) and benefits paid were $98.7M. In a defined benefit plan the employer's contribution follows funding rules rather than a match formula, so it can swing widely from year to year.
Schedule C lists 15 service provider organisations paid $5,000 or more, with reported compensation of $7.2M: $716 per participant, well above the same-size median of $232. Administrative expenses charged to the plan were $8.3M. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $740M in 2009 to $1.88B in 2024 (up 154%), and participants from 7,292 to 10,106 (up 39%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DB plans |
|---|---|---|---|---|
| Net assets per participant | $185,924 | $87,623 | $176,808 | $86,221 |
| Employer contributions per active participant | $8,366 | $9,468 | $35,855 | $10,244 |
| Schedule C compensation per participant | $716 | $232 | $450 | $344 |
| Schedule C compensation, share of net assets | 0.39% | 0.30% | 0.30% | 0.42% |
| Administrative expenses per participant | $817 | $396 | $596 | $527 |
Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 5,000 to 24,999 participants (651 plans), professional, scientific and technical services (277) and all US plans (5,308). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 10,106 | $1.88B | $185,924 | $45.0M | — | $7.2M |
| 2023 | 9,931 | $1.82B | $183,641 | $36.0M | — | $5.8M |
| 2022 | 9,618 | $1.83B | $189,991 | $20.0M | — | $5.3M |
| 2021 | 9,151 | $1.90B | $207,762 | $45.0M | — | $10.1M |
| 2020 | 8,714 | $2.14B | $245,763 | $45.0M | — | $5.6M |
| 2019 | 8,459 | $1.91B | $225,407 | $52.7M | — | $5.8M |
| 2017 | 7,816 | $1.62B | $207,629 | $23.3M | — | $6.2M |
| 2016 | 7,765 | $1.52B | $195,510 | $27.1M | — | $5.8M |
| 2015 | 7,437 | $1.40B | $188,386 | $35.2M | — | $3.8M |
| 2014 | 7,249 | $1.33B | $183,021 | $46.4M | — | $3.9M |
| 2013 | 7,592 | $1.30B | $171,495 | $35.0M | — | $3.3M |
| 2012 | 7,510 | $1.11B | $147,678 | $44.0M | — | $3.2M |
| 2011 | 7,542 | $994M | $131,794 | $69.2M | — | $4.4M |
| 2010 | 7,510 | $929M | $123,723 | $51.9M | — | $4.0M |
| 2009 | 7,292 | $740M | $101,530 | $60.6M | — | $3.6M |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$1,823,740,095
- Employer contributions$45,000,000
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$45,000,000
- Total income, including investment results$162,158,728
- Benefits paid$98,693,380
- Administrative expenses$8,255,035
- Total expenses$106,948,415
- Net income$55,210,313
- Net transfers$0
- Net assets, end of year$1,878,950,408
Participants
- Active participants5,379
- Retired or separated, receiving benefits3,008
- Retired or separated, entitled to future benefits1,330
- Total participants, end of year10,106
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| Townsend Holdings LLC | Investment management fees paid directly by plan; Investment management fees paid indirectly by plan | $1,099,106 | $0 |
| Northern Trust Corporation | Trustee (bank, trust company, or similar financial institution) | $877,268 | $0 |
| Telus Health (US) Ltd. | Recordkeeping and information management | $737,158 | $0 |
| Willis Towers Watson | Actuarial; Investment advisory (plan) | $699,508 | $0 |
| Lindsell Train Limited | Investment management | $617,395 | $0 |
| Mercer | Actuarial; Consulting (pension) | $534,673 | $0 |
| MFS Investment Management | Investment advisory (plan) | $500,666 | $0 |
| Polaris Capital Management LLC | Investment advisory (plan); Investment management | $473,598 | $0 |
| Baillie Gifford Overseas, Ltd. | Investment management | $334,036 | $0 |
| Black Creek Investment Management | Investment management | $238,910 | $0 |
| Battelle Memorial Institute | Plan Administrator | $174,832 | $0 |
| Strategic Non-Medical Solutions | Consulting (general) | $169,742 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. 3 smaller rows are not shown. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Investment advisory and management fees$4,418,900
- Other administrative expenses$1,343,657
- Trustee and custodial fees$877,268
- Contract administrator fees$737,158
- Actuarial fees$534,673
- Legal fees$242,683
- Other trustee fees and expenses$52,196
- IQPA audit fees$48,500
- Total administrative expenses$8,255,035
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Master trust investment accounts$1.84B · 98.0%
- Receivables$36.7M · 2.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmMeaden and Moore, Ltd.
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $10,000,000
- Blackout period during the year—
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
1ABenefits are primarily pay related3FPlan sponsor(s) received services of leased employees3HPlan sponsor(s) is (are) a member(s) of a controlled group
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 541990: All Other Professional, Scientific, & Technical Services.
Other plans of Battelle Memorial Institute
| Plan | Participants | Net assets |
|---|---|---|
| Battelle Employees' Savings Plan | 13,617 | $3.40B |
Similar plans in Ohio
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| Jones Day Qualified Defined Benefit Plan | Jones Day | 2,077 | $831M | $399,975 |
| Jones Day Pension Plan | Jones Day | 1,624 | $368M | $226,328 |
| Northwest Ohio Area Industries UAW Retirement Income Plan | Board of Trustees Northwest Ohio Area Industries UAW Retirement Inc. | 1,285 | $34.7M | $27,023 |
| Taft Stettinius & Hollister LLP Retirement Plan for Partners | Taft Stettinius & Hollister LLP | 471 | $44.0M | $93,520 |
| Dinsmore & Shohl LLP Cash Balance Plan | Dinsmore & Shohl LLP | 272 | $23.7M | $87,254 |
| Manley, Deas & Kochalski, LLC Cash Balance Plan | Manley, Deas & Kochalski, LLC | 251 | $4.8M | $19,037 |
Defined benefit plans in professional, scientific and technical services closest in size.
Questions and answers
How big is Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute?
10,106 participants at the end of the plan year ending 30 Jun 2025, of whom 5,379 were active employees, with net assets of $1,878,950,408. Among defined benefit plans that places it in the 5,000 to 24,999 participants band, which held 651 plans in plan year 2024.
What does Battelle Memorial Institute contribute per participant?
The filing reports $45,000,000 in employer contributions for the year, which is $8,366 per active participant; the median for plans of the same type and size was $9,468 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.
What fees does the plan pay and how do they compare?
Schedule C reports $7,237,027 in compensation to service provider organisations, $716 per participant or 0.39% of net assets. The same-size median among plans reporting any Schedule C compensation was $232 per participant. Administrative expenses on Schedule H were $8,255,035. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Battelle Memorial Institute. Recordkeeping or administration: Telus Health (US) Ltd. and Battelle Memorial Institute. Investment advisory or management: Willis Towers Watson, Lindsell Train Limited and MFS Investment Management. Trustee or custodian: Northern Trust Corporation. The financial statements were audited by Meaden and Moore, Ltd.. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jul 2024 to 30 Jun 2025, received by the Department of Labor on 14 Apr 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 31-4379427, plan 005, received 14 Apr 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.