Battelle Pension Trust — Form 5500 plan (Battelle Memorial Institute)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Battelle Pension Trust is a benefit plan reported by Battelle Memorial Institute under EIN 31-4379427 and plan number 004. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,823,439,108 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Battelle Memorial Institute
- EIN
- 31-4379427
- Plan number
- 004
- Plan type
- 4
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $1,823,439,108
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20250415153242NAL0003471233002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,823,439,108
- Total liabilities (EOY)
- $3,961,639
- Net assets (EOY)
- $1,819,477,469
- Net assets (BOY)
- $2,576,376,848
Income & contributions
- Total income / additions
- $15,560,496
Expenses & distributions
- Net increase / (decrease)
- $15,560,496
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.