Case Western Reserve University, Cleveland, OH. EIN 34-1018992. Annual reports 2009–2024. Also filed as Caje Western Reserve University.
Case Western Reserve University has 3 active retirement plans on file. The largest is the Faculty and Key Administrative Employee'S Retirement Plan a, with 5,869 participants and $2.1 billion in assets in 2024. Vanguard has been its recordkeeper since 2019.
Case Western Reserve University 10900 Euclid Avenue, Crawford Hall 320, Loc 7047 Cleveland, OH 44106 (216) 368-2000As filed for 2024
In effect since
January 1, 1969
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
4,482
$275 million
TIAA
2023
4,547
$249 million
TIAA
2022
4,617
$225 million
TIAA
2021
4,704
$209 million
TIAA
2020
4,748
$240 million
TIAA
2019
4,868
$198 million
TIAA
2018
4,902
$186 million
TIAA
2017
4,983
$175 million
TIAA
2016
5,057
$160 million
TIAA
2015
5,085
$144 million
not listed
2014
5,729
$157 million
not listed
2013
5,598
$155 million
not listed
2012
5,508
$135 million
not listed
2011
5,378
$132 million
not listed
2010
5,116
$119 million
not listed
2009
4,876
$87.9 million
not listed
If you had money in one of these plans
Call Vanguard (investor.vanguard.com), which runs the Faculty and Key Administrative Employee'S Retirement Plan a. 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 ((216) 368-2000). That number was filed for 2024; ask for the benefits or retirement plan office.
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.