401(k) · DOL Form 5500 · 2022
Ut-Battelle, LLC 401(k) Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 5,725
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $240,526
- Avg per participant Above avg balance/head
Official DOL plan name: Savings Plan for Employees at Ornl · Sponsored by Ut-Battelle, LLC · Tennessee · Manufacturing
$1.4B in assets, 5,725 participants
Ut-Battelle, LLC's Savings Plan for Employees at Ornl reported $1.4B in total assets and 5,725 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #20,284 in Manufacturing (20,602 peers)
Coverage in Tennessee
Savings Plan for Employees at Ornl covers 5,725 participants in Tennessee, 5.1x the typical Tennessee plan (state average ~1,126 per filing). Assets: $1.4B.
- #20,284
- in Manufacturing (20,602 peers)
- -12.3%
- assets change YoY
- 14×
- vs typical plan assets (national mean)
The plan reported a net loss of $193M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Savings Plan for Employees at Ornl's outsized position by total assets
Savings Plan for Employees at Ornl vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,377,009,742 Top 1% higher than 99% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Savings Plan for Employees at Ornl's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savings Plan for Employees at Ornl lands in the large band (5,725 participants).
Plan-year Form 5500 strip
Filing strip 621788235 · Ut-Battelle, LLC PY 2022 · 401(k)
Savings Plan for Employees at Ornl · $1.4B · 5,725 · 99th
- EIN $1.4B
- RANK 5,725
- PHOTO 99th
- IND 401(k)
- EOY near Bdo USA, LLP Retirement Plan
- 5500 ind #20284
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Tennessee →
Savings Plan for Employees at Ornl in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | -$193M |
| Employer EIN | 621788235 |
| Plan Effective Date | 2010-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ut-Battelle, LLC)
Sponsor-wide plan assets over time
All Ut-Battelle, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.2B 12.141615198335675% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,185 | $3.7B |
| 2023 | 2 | 11,821 | $4.0B |
| 2024 | 2 | 12,973 | $4.2B |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Scale composition for Savings Plan for Employees at Ornl
Savings Plan for Employees at Ornl reports $1.4B in end-of-year assets across 5,725 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $240,526 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2022 was -$193M.
This plan identity (EIN 621788235, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.8B (+27.3%) while covered participants moved from 5,725 to 6,616 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,725 | $1.4B | This page |
| 2023 | 6,020 | $1.6B | Open filing |
| 2024 · index core | 6,616 | $1.8B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Pension Plan for Employees at Ornl (Defined Benefit (Pension), $2.4B, 6,357 participants)
- Savings Plan for Employees at Ornl (401(k), $1.8B, 6,616 participants)
Savings Plan for Employees at Ornl's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Bdo USA, LLP Retirement Plan in IL ($1.4B); by covered participants it is Generac Power Systems, Inc. Employees 401(k) Savings Plan in WI (5,725 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- Bdo USA, LLP Retirement Plan (IL) $1.4B · 9,433
- The Private Diagnostic Clinic, PLLC Profit Sharing Plan (NC) $1.4B · 2,899
- John Deere Tax Deferred Savings Plan (IL) $1.4B · 13,610
- Fujitsu Group Defined Contribution and 401(k) Plan (CA) $1.4B · 1,873
Similar participant headcount
Nearest other-state filings by covered participants (5,725 participants); asset peers above are excluded.
- Generac Power Systems, Inc. Employees 401(k) Savings Plan (WI) 5,725 · 0 off
- Ahmc Healthcare Inc. 401(k) Retirement Savings Plan (CA) 5,726 · 1 off
- Post Holdings, Inc. Savings Investment Plan (MO) 5,723 · 2 off
- International Union of Journeymen and Allied Trades 401(k) Retirement Plan (CT) 5,733 · 8 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.