Other · DOL Form 5500 · 2022

Fermi Research Alliance, LLC Retirement Plan

Data updated 2026-08-25

$660M
Total assets Above avg plan size
1,951
Participants Near avg headcount
98th
Percentile by assets National rank
$338,147
Avg per participant High balance/head
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Official DOL plan name: Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan · Sponsored by Fermi Research Alliance, LLC · Illinois · Professional & Technical Services

$660M in assets, 1,951 participants

Fermi Research Alliance, LLC's Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan reported $660M in total assets and 1,951 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.

  • #21,325 in Professional & Technical Services (21,562 peers)

Coverage in Illinois

Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan covers 1,951 participants in Illinois, 2.5x the typical Illinois plan (state average ~779 per filing). Assets: $660M.

#21,325
in Professional & Technical Services (21,562 peers)
-15.6%
assets change YoY
6.6×
vs typical plan assets (national mean)

The plan reported a net loss of $122M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan's outsized position by total assets

Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$659,724,681 Top 2% higher than 98% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan'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. Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan lands in the large band (1,951 participants).

Plan-year Form 5500 strip

Filing strip 571239010 · Fermi Research Alliance, LLC PY 2022 · Other

Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan · $660M · 1,951 · 98th

  • NET $660M
  • NET 1,951
  • NET 98th
  • NET Other
  • NET near Brown University Defined Contribution Deferred Vesting Retirement Plan
  • NET ind #21325

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 →

Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan in the asset neighbourhood

Nebraska Medicine Retirement Plan - Base and Matching ContributionsNebraska Medicine Retirement…$664MFermi National Accelerator Laboratory Tax Sheltered Annuity PlanFermi National Accelerator L…$660MBrown University Defined Contribution Deferred Vesting Retirement PlanBrown University Defined Con…$657MSumma Health 403(b) Retirement Savings PlanSumma Health 403(b) Retireme…$656MSri International Retirement Savings PlanSri International Retirement…$655M
End-of-year total assets ($M) among Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$781M
Net Assets (End of Year)$660M
Net Income-$122M
Employer EIN571239010
Plan Effective Date1975-07-01
Filing StatusFILING 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
$1.3B$1.4B$1.5B$1.6B 202220232024 $1.33B $1.54B ▲ +15.8%
Year Plans Participants Total Assets
2022 2 3,576 $1.3B
2023 2 3,527 $1.5B
2024 2 4,023 $1.5B

Nearby Other Plans in Illinois

Peer Other plans, same state, same plan type, ranked by total assets.

Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 02468 Total assets ($B) Participants Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan, Total assets ($B): 0.659724681 · Participants: 1951Fermi National Accelerator Laboratory Tax Sheltered Annuity PlanWashington University Retirement Savings Plan, Total assets ($B): 5.876925706 · Participants: 15925Washington University Retirement Savings PlanNorthwestern University Retirement Plan, Total assets ($B): 3.513964211 · Participants: 9465Northwestern University Retirement PlanThe University of Chicago Contributory Retirement Plan, Total assets ($B): 3.053434537 · Participants: 4552The University of Chicago Contributory Retirement PlanNorthshore University Healthsystem Tax Deferred Annuity Plan, Total assets ($B): 1.75976664 · Participants: 13159Northshore University Healthsystem Tax Deferred Annuity PlanThe University of Chicago Supplemental Retirement Plan, Total assets ($B): 1.486612106 · Participants: 7855The University of Chicago Supplemental Retirement Plan
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
Compare Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan side-by-side with 3 peers →

Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount

Outside Illinois, the nearest Other by assets is Brown University Defined Contribution Deferred Vesting Retirement Plan in RI ($657M); by covered participants it is Kingman Regional Medical Center Employee Retirement Plan in AZ (1,954 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,951 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan assets move in 2022? ▼
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan declined sharply - down 15.6% during 2022, from $781M to $660M. Reported net income was -$122M.
How have Fermi Research Alliance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fermi Research Alliance, LLC's sponsor-wide assets grew 16.0%, from $1.3B to $1.5B.
Where does Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Brown University Defined Contribution Deferred Vesting Retirement Plan in RI ($657M, 4,906 participants).
Which Other plans cover a similar participant headcount to Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Kingman Regional Medical Center Employee Retirement Plan in AZ (1,954 participants, $91M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 571239010.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.