Department of Labor filing

BATTELLE MEMORIAL INSTITUTE

BATTELLE EMPLOYEES' SAVINGS PLAN · For the plan year ended Jun 30, 2025

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Public filing 2024 · received Apr 14, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

60filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$5,874

Reported employer contributions per active participant.

Higher than about 82% of comparable plans

#People in the filing

8,537

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$144 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 9% of comparable plans

↗Investment performance

Not available

Plan assets changed 10.1%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202460out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions82nd percentileTypical peer $2,810 · based on 439 comparable plans

Lower reported administrative expense9th percentileTypical peer $65 · based on 448 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, BATTELLE MEMORIAL INSTITUTE reported $50,149,000 in employer contributions across the plan and 8,537 active participants. That works out to $5,874 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy63%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 6.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 27.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context60/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $50,149,000
Participant contributions: $111,651,000
Other contributions: $17,229,000
Employer share of reported contributions: 31.0%
Beginning assets: $3,086,405,000
Ending assets: $3,398,228,000
Ending net assets: $3,398,228,000
Ending liabilities: $0
Total income: $566,832,000
Total expenses: $255,009,000
Administrative expenses: $1,934,000
Participant loans: $14,761,000

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$5,497

2023

$5,722

2024

$5,874

Plan-paid administrative expenses per participant

2022

$113

2023

$134

2024

$144

Active participants

2022

8,382

2023

8,543

2024

8,537

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,874	8,537	3.4B	20260414135430NAL0019620000001
2023	$5,722	8,543	3.1B	20250414073153NAL0000661635001
2022	$5,497	8,382	2.7B	20240415081838NAL0000977811001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 314379427-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1979
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R3F3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CHARLES SCHWAB & CO., INC.	2024	Not reported	unknown
CHARLES SCHWAB INVESTMENT MGMT	2024	Not reported	unknown
THE VANGUARD GROUP, INC.	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260414135430NAL0019620000001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗