401(k) · DOL Form 5500 · 2023

Ut-Battelle, LLC 401(k) Plan

Data updated 2026-08-25

$1.6B
Total assets Very large vs avg
6,020
Participants Above avg headcount
99th
Percentile by assets National rank
$261,226
Avg per participant Above avg balance/head
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Official DOL plan name: Savings Plan for Employees at Ornl · Sponsored by Ut-Battelle, LLC · Tennessee · Manufacturing

$1.6B in assets, 6,020 participants

Ut-Battelle, LLC's Savings Plan for Employees at Ornl reported $1.6B in total assets and 6,020 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #18,407 in Manufacturing (18,722 peers)

Coverage in Tennessee

Savings Plan for Employees at Ornl covers 6,020 participants in Tennessee, 5.3x the typical Tennessee plan (state average ~1,126 per filing). Assets: $1.6B.

#18,407
in Manufacturing (18,722 peers)
+14.2%
assets growth YoY
16×
vs typical plan assets (national mean)

Savings Plan for Employees at Ornl's outsized position by total assets

Savings Plan for Employees at Ornl vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,572,579,993 Top 1% higher than 99% of 127,068 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 2023

Savings Plan for Employees at Ornl's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Savings Plan for Employees at Ornl lands in the large band (6,020 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Savings Plan for Employees at Ornl reported net income rose from -$193M in the plan year 2022 filing to $195M in the plan year 2023 filing.
  • Savings Plan for Employees at Ornl end-of-year assets rose from $1.4B in the plan year 2022 filing to $1.6B in the plan year 2023 filing.
  • Savings Plan for Employees at Ornl reported participants rose from 5,725 in the plan year 2022 filing to 6,020 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621788235 · Ut-Battelle, LLC PY 2023 · 401(k)

Savings Plan for Employees at Ornl · $1.6B · 6,020 · 99th

  • VS-ST $1.6B
  • VS-ST 6,020
  • VS-ST 99th
  • VS-ST 401(k)
  • VS-ST near The Sci 401(k) Retirement Savings Plan
  • VS-ST ind #18407

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 Manufacturing retirement plans → · Plans in Tennessee →

Savings Plan for Employees at Ornl in the asset neighbourhood

Prime Healthcare Services, Inc. 401(k) PlanPrime Healthcare Services, I…$1.6BSavings Plan for Employees at OrnlSavings Plan for Employees a…$1.6BThe Sci 401(k) Retirement Savings PlanThe Sci 401(k) Retirement Sa…$1.6BEmcor Group, Inc. 401(k) Savings PlanEmcor Group, Inc. 401(k) Sav…$1.6BBuilders Firstsource 401(k) Savings PlanBuilders Firstsource 401(k) …$1.6B
End-of-year total assets ($B) among Savings Plan for Employees at Ornl and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$1.4B
Net Assets (End of Year)$1.6B
Net Income$195M
Employer EIN621788235
Plan Effective Date2010-09-01
Filing StatusFILING 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
$3.6B$3.8B$4B$4.2B 202220232024 $3.7B $4.15B ▲ +12.2%
Year Plans Participants Total Assets
2022 2 11,185 $3.7B
2023 2 11,821 $4.0B
2024 2 12,973 $4.2B

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Savings Plan for Employees at Ornl vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 0510152025 Total assets ($B) Participants Savings Plan for Employees at Ornl, Total assets ($B): 1.572579993 · Participants: 6020Savings Plan for Employees at OrnlFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Savings Plan for Employees at Ornl vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Savings Plan for Employees at Ornl side-by-side with 3 peers →

Scale composition for Savings Plan for Employees at Ornl

Savings Plan for Employees at Ornl reports $1.6B in end-of-year assets across 6,020 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $261,226 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2023 was $195M.

This plan identity (EIN 621788235, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.4B to $1.8B (+27.3%) while covered participants moved from 5,725 to 6,616 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,725 $1.4B Open filing
2023 6,020 $1.6B This page
2024 · index core 6,616 $1.8B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Savings Plan for Employees at Ornl's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is The Sci 401(k) Retirement Savings Plan in TX ($1.6B); by covered participants it is Republic Airways Holdings Inc. 401(k) Plan in IN (6,016 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.6B here).

Similar participant headcount

Nearest other-state filings by covered participants (6,020 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Savings Plan for Employees at Ornl assets move in 2023? ▼
Savings Plan for Employees at Ornl grew at a solid clip - up 14.2% during 2023, from $1.4B to $1.6B. Reported net income was $195M.
How have Ut-Battelle, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ut-Battelle, LLC's sponsor-wide assets grew 12.1%, from $3.7B to $4.2B.
Where does Savings Plan for Employees at Ornl rank by assets among Form 5500 filers? ▼
Savings Plan for Employees at Ornl ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Savings Plan for Employees at Ornl? ▼
Among 401(k) plans in other states, the closest by assets is The Sci 401(k) Retirement Savings Plan in TX ($1.6B, 21,872 participants).
Which 401(k) plans cover a similar participant headcount to Savings Plan for Employees at Ornl? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Airways Holdings Inc. 401(k) Plan in IN (6,016 participants, $479M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621788235.

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.