Other · DOL Form 5500 · 2022

Fermi Research Alliance, LLC Retirement Plan

Data updated 2026-08-11

$660M
Total assets
1,951
Participants
98th
Percentile by assets
$338,147
Avg per participant
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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.

  • 98th percentile by assets (of 139,126 plans)
  • #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.

$660M
total plan assets (2022 EOY)
1,951
covered participants
98th
percentile by assets (of 139,126 plans)
$338,147
avg assets per participant

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.

State
Illinois
Industry
Professional & Technical Services

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan reports 1,951 participants - 2.5x that state average ($660M EOY assets).

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)

$1.3B$1.4B$1.5B$1.6B 202220232024 $1.33B $1.54B â–˛ +15.8%
Total plan assets by year, all Fermi Research Alliance, LLC plans on file
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

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 Accel…Washington Universit…Northwestern Univers…The University of Ch…Northshore Universit…The University of Ch…
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
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Similar-Sized Other Plans Nationally

Other plans in other states closest to Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan by total assets, not by location.

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).

Next read for Fermi National Accelerator Laboratory Ta…

Filing takeaways

Ways to act on Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan's numbers.

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.