Battelle Memorial Institute 401(k) and pension plans

Battelle Memorial Institute, Columbus, OH. EIN 31-4379427. Annual reports 2009–2024.

Battelle Memorial Institute has 3 active retirement plans on file. The largest is the Battelle Employees' Savings Plan, with 13,617 participants and $3.4 billion in assets in 2024. Vanguard has been its recordkeeper since 2009.

Active plans: 3
Participants: 23,723
Plan assets: $5.3 billion
401(k) recordkeeper: Vanguard
Plans on file: 4
Industry: Professional services

All 4 plans

Active plans first

Battelle Employees' Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 31-4379427
Participants (2024): 13,617
Net assets (2024): $3.4 billion
Recordkeeper: Vanguard2009–2024
Plan administrator: Battelle Memorial Institute
505 King Avenue
Columbus, OH 43201
(614) 424-6350As filed for 2024
In effect since: July 1, 1979

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	13,617	$3.4 billion	Vanguard
2023	13,456	$3.1 billion	Vanguard
2022	13,282	$2.7 billion	Vanguard
2021	12,819	$2.4 billion	Vanguard
2020	12,148	$2.9 billion	Vanguard
2019	11,830	$2.3 billion	Vanguard
2018	11,242	$2.2 billion	Vanguard
2017	11,015	$2.1 billion	Vanguard
2016	10,882	$1.9 billion	Vanguard
2015	10,212	$1.7 billion	Vanguard
2014	12,010	$1.8 billion	Vanguard
2013	12,049	$1.8 billion	Vanguard
2012	12,119	$1.6 billion	Vanguard
2011	11,418	$1.4 billion	Vanguard
2010	11,657	$1.4 billion	Vanguard
2009	10,159	$1.2 billion	Vanguard

Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute

Pension (defined benefit)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 31-4379427
Participants (2024): 10,106
Net assets (2024): $1.9 billion
Administered by: Telus Health (US)Earlier: Lifeworks (US) (2021), WTW (2020), Mercer (2014–2019), WTW (2009–2013)
Plan administrator: Battelle Memorial Institute
505 King Avenue
Columbus, OH 43201
(614) 424-7104As filed for 2024
In effect since: July 18, 1941

Earlier plan names: Pension Plan of the Pacific Northwest Laboratories, Battelle Memorial Institute.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,106	$1.9 billion	Telus Health (US)
2023	9,931	$1.8 billion	Telus Health (US)
2022	9,618	$1.8 billion	Telus Health (US)
2021	9,151	$1.9 billion	Lifeworks (US)
2020	8,714	$2.1 billion	WTW
2019	8,459	$1.9 billion	Mercer
2017	7,816	$1.6 billion	not listed
2016	7,765	$1.5 billion	Mercer
2015	7,437	$1.4 billion	Mercer
2014	7,249	$1.3 billion	Mercer
2013	7,592	$1.3 billion	WTW
2012	7,510	$1.1 billion	WTW
2011	7,542	$994 million	WTW
2010	7,510	$929 million	WTW
2009	7,292	$740 million	WTW

The 2017 Employees' Pension Plan of Battelle Memorial Institute

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 006Employer EIN 31-4379427
Participants (2024): 0
Net assets (2024): $77,300
Administered by: Telus Health (US)Earlier: Lifeworks (US) (2021), WTW (2020), Mercer (2017–2019)
Plan administrator: Battelle Memorial Institute
505 King Avenue
Columbus, OH 43201
(614) 424-7104As filed for 2024
In effect since: June 30, 2017

Plans merged into this one: Employees Pension Plan of Battelle Memorial Institute (2021).

Earlier plan names: The 2017 Employees Pension Plan of Battelle Memorial Institute.

Year by year, 2017 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	0	$77,300	Telus Health (US)
2023	3,523	$6.7 million	Telus Health (US)
2022	6,722	$769 million	Telus Health (US)
2021	6,948	$867 million	Lifeworks (US)
2020	4,137	$411 million	WTW
2019	4,331	$443 million	Mercer
2018	4,532	$403 million	Mercer
2017	4,738	$380 million	Mercer

Employees Pension Plan of Battelle Memorial Institute

Pension (defined benefit)Merged

Merged. In 2021 its assets moved to the The 2017 Employees' Pension Plan of Battelle Memorial Institute, sponsored by Battelle Memorial Institute (EIN 31-4379427, plan 006). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 31-4379427
Participants (2020): 3,097
Net assets (2020): $646 million
Administered by: Lifeworks (US)Earlier: WTW (2020), Mercer (2014–2019), WTW (2009–2013)
Plan administrator: Battelle Memorial Institute
505 King Avenue
Columbus, OH 43201
(614) 424-7104As filed for 2021
In effect since: July 18, 1941

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	Lifeworks (US)
2020	3,097	$646 million	WTW
2019	3,235	$708 million	Mercer
2018	3,453	$592 million	Mercer
2017	3,579	$548 million	Mercer
2016	8,673	$529 million	Mercer
2015	8,808	$856 million	Mercer
2014	9,604	$955 million	Mercer
2013	12,021	$1.0 billion	WTW
2012	12,069	$903 million	WTW
2011	12,155	$843 million	WTW
2009	11,645	$707 million	WTW

If you had money in one of these plans

Call Vanguard (investor.vanguard.com), which runs the Battelle Employees' Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((614) 424-6350). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 4 plans

Battelle Employees' Savings Plan

Pension Plan of the Pacific Northwest Laboratories Battelle Memorial Institute

The 2017 Employees' Pension Plan of Battelle Memorial Institute

Employees Pension Plan of Battelle Memorial Institute

If you had money in one of these plans

What these numbers are

Other professional services employers in OH