Defined Benefit (Pension) · DOL Form 5500 · 2022
Ut-Battelle, LLC Pension Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 5,460
- Participants Above avg headcount
- 100th
- Percentile by assets National rank
- $426,108
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Employees at Ornl · Sponsored by Ut-Battelle, LLC · Tennessee · Professional & Technical Services
$2.3B in assets, 5,460 participants
Ut-Battelle, LLC's Pension Plan for Employees at Ornl reported $2.3B in total assets and 5,460 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #21,507 in Professional & Technical Services (21,562 peers)
Coverage in Tennessee
Pension Plan for Employees at Ornl covers 5,460 participants in Tennessee, 4.8x the typical Tennessee plan (state average ~1,126 per filing). Assets: $2.3B.
- #21,507
- in Professional & Technical Services (21,562 peers)
- -18.4%
- assets change YoY
- 23×
- vs typical plan assets (national mean)
The plan reported a net loss of $523M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan for Employees at Ornl's outsized position by total assets
Pension Plan for Employees at Ornl vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,326,549,411 Highest reported value at or above every one 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
Pension 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. Pension Plan for Employees at Ornl lands in the large band (5,460 participants).
EBSA filing schedule strip
Filing strip 621788235 · Ut-Battelle, LLC PY 2022 · Defined Benefit (Pension)
Pension Plan for Employees at Ornl · $2.3B · 5,460 · 100th
- PHOTO $2.3B
- PHOTO 5,460
- PHOTO 100th
- PHOTO Defined Benefit (Pension)
- PHOTO near Bayer Corporation Pension Plan
- PHOTO ind #21507
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Pension Plan for Employees at Ornl in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $2.9B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | -$523M |
| Employer EIN | 621788235 |
| Plan Effective Date | 2010-09-02 |
| 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 Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $25.6B · 119,742
- Retirement Plan of International Paper Company $8.8B · 20,914
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,920
- Nissan Employee Retirement Plan $1.5B · 4,575
- Pace Industry Union-Management Pension Fund $1.3B · 3,344
Scale composition for Pension Plan for Employees at Ornl
Pension Plan for Employees at Ornl reports $2.3B in end-of-year assets across 5,460 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $426,108 per participant (3.1x the national average assets-per-participant) . Net income for plan year 2022 was -$523M.
This plan identity (EIN 621788235, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $2.4B (+3.2%) while covered participants moved from 5,460 to 6,357 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,460 | $2.3B | This page |
| 2023 | 5,801 | $2.5B | Open filing |
| 2024 · index core | 6,357 | $2.4B | 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)
Pension Plan for Employees at Ornl's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Bayer Corporation Pension Plan in MO ($2.3B); by covered participants it is The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers in TX (5,477 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- Bayer Corporation Pension Plan (MO) $2.3B · 1,611
- The Goodyear Tire & Rubber Company 1950 Pension Plan (OH) $2.3B · 2,842
- Sentara Pension Plan (VA) $2.3B · 20,272
- Burlington Northern Santa Fe Retirement Plan (TX) $2.3B · 5,557
Similar participant headcount
Nearest other-state filings by covered participants (5,460 participants); asset peers above are excluded.
- The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers (TX) 5,477 · 17 off
- Ufcw and Safeway Variable Annuity Pension Fund (MD) 5,441 · 19 off
- University of Pennsylvania Health System Pension Plan (PA) 5,489 · 29 off
- Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada (CA) 5,414 · 46 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.