Money Purchase · DOL Form 5500 · 2022
Fermi Research Alliance, LLC Money Purchase Plan
Data updated 2026-08-11
- $669M
- Total assets
- 1,625
- Participants
- 98th
- Percentile by assets
- $411,874
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $669M
- total plan assets (2022 EOY)
- 1,625
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $411,874
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Retirement Plan for Employees of Fermi Research Alliance, LLC reports 1,625 participants - 2.1x that state average ($669M EOY assets).
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)
| 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.
Retirement Plan for Employees of Fermi Research Alliance, LLC vs. nearby Money Purchase plans in Illinois, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Retirement Plan for Employees of Fermi Research Alliance, LLC by total assets, not by location.
- 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
Frequently Asked Questions
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Filing takeaways
Ways to act on Retirement Plan for Employees of Fermi Research Alliance, LLC's numbers.
- By total assets, Retirement Plan for Employees of Fermi Research Alliance, LLC ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Illinois. Compare plans
- Fermi Research Alliance, LLC's sponsor-wide assets have grown 16.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans