Money Purchase · DOL Form 5500 · 2022
Fermi Research Alliance, LLC Money Purchase Plan
Data updated 2026-08-25
- $669M
- Total assets Above avg plan size
- 1,625
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $411,874
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Fermi Research Alliance, LLC · Sponsored by Fermi Research Alliance, LLC · Illinois · Professional & Technical Services
$669M in assets, 1,625 participants
Fermi Research Alliance, LLC's Retirement Plan for Employees of Fermi Research Alliance, LLC reported $669M in total assets and 1,625 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #21,328 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Retirement Plan for Employees of Fermi Research Alliance, LLC covers 1,625 participants in Illinois, 2.1x the typical Illinois plan (state average ~779 per filing). Assets: $669M.
- #21,328
- in Professional & Technical Services (21,562 peers)
- -15.1%
- assets change YoY
- 6.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $119M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Employees of Fermi Research Alliance, LLC's outsized position by total assets
Retirement Plan for Employees of Fermi Research Alliance, LLC vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$669,295,125 Top 2% higher than 98% 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
Retirement Plan for Employees of Fermi Research Alliance, LLC'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. Retirement Plan for Employees of Fermi Research Alliance, LLC lands in the large band (1,625 participants).
Plan-year Form 5500 strip
Filing strip 571239010 · Fermi Research Alliance, LLC PY 2022 · Money Purchase
Retirement Plan for Employees of Fermi Research Alliance, LLC · $669M · 1,625 · 98th
- NET $669M
- BOOK 1,625
- VS-ST 98th
- BOY Money Purchase
- SCH near Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan
- EBSA ind #21328
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 Illinois →
Retirement Plan for Employees of Fermi Research Alliance, LLC in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $788M |
|---|---|
| Net Assets (End of Year) | $669M |
| Net Income | -$119M |
| Employer EIN | 571239010 |
| Plan Effective Date | 1989-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fermi Research Alliance, LLC)
Sponsor-wide plan assets over time
All Fermi Research Alliance, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 15.977383485284191% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,576 | $1.3B |
| 2023 | 2 | 3,527 | $1.5B |
| 2024 | 2 | 4,023 | $1.5B |
Nearby Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- NECA-IBEW Local 176 Pension Trust Fund $616M · 2,741
- NECA-IBEW Local 364 Defined Contribution Plan $418M · 320
- Smart Local 265 Supplemental Retirement Savings Plan $302M · 2,526
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $173M · 1,223
- Sheet Metal Workers Local 219 Retirement Savings Fund $158M · 839
Retirement Plan for Employees of Fermi Research Alliance, LLC's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan in MA ($662M); by covered participants it is Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. in NJ (1,636 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($669M here).
- Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan (MA) $662M · 3,123
- Saint Louis University Retirement Plan (MO) $659M · 2,110
- Nysa-Ila Money Purchase Pension Fund and Plan (NJ) $659M · 4,255
- 401(a) Def Cont Ret Plan for Dartmouth College Faculty/Staff (NH) $688M · 3,756
Similar participant headcount
Nearest other-state filings by covered participants (1,625 participants); asset peers above are excluded.
- Defined Contribution Pension Plan for the Visiting Nurse Association Health Group, Inc. (NJ) 1,636 · 11 off
- Massachusetts Financial Services Company Defined Contribution Plan (MA) 1,640 · 15 off
- Ingram Marine Group Retirement Plan (TN) 1,604 · 21 off
- Centrastate Healthcare System Retirement Plan (NJ) 1,657 · 32 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.