Defined Benefit (Pension) · DOL Form 5500 · 2023
Ut-Battelle, LLC Pension Plan
Data updated 2026-08-25
- $2.5B
- Total assets Very large vs avg
- 5,801
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $423,438
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Employees at Ornl · Sponsored by Ut-Battelle, LLC · Tennessee · Professional & Technical Services
$2.5B in assets, 5,801 participants
Ut-Battelle, LLC's Pension Plan for Employees at Ornl reported $2.5B in total assets and 5,801 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.
- #20,262 in Professional & Technical Services (20,321 peers)
Coverage in Tennessee
Pension Plan for Employees at Ornl covers 5,801 participants in Tennessee, 5.1x the typical Tennessee plan (state average ~1,126 per filing). Assets: $2.5B.
- #20,262
- in Professional & Technical Services (20,321 peers)
- +5.6%
- assets growth YoY
- 25×
- vs typical plan assets (national mean)
Pension Plan for Employees at Ornl's outsized position by total assets
Pension Plan for Employees at Ornl vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,456,364,769 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pension 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. Pension Plan for Employees at Ornl lands in the large band (5,801 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan for Employees at Ornl reported net income rose from -$523M in the plan year 2022 filing to $130M in the plan year 2023 filing.
- Pension Plan for Employees at Ornl reported participants rose from 5,460 in the plan year 2022 filing to 5,801 in the plan year 2023 filing.
- Pension Plan for Employees at Ornl end-of-year assets rose from $2.3B in the plan year 2022 filing to $2.5B in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 621788235 · Ut-Battelle, LLC PY 2023 · Defined Benefit (Pension)
Pension Plan for Employees at Ornl · $2.5B · 5,801 · 99th
- RANK $2.5B
- RANK 5,801
- RANK 99th
- RANK Defined Benefit (Pension)
- RANK near Valero Energy Corporation Pension Plan
- RANK ind #20262
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 Tennessee →
Pension Plan for Employees at Ornl in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $2.5B |
| Net Income | $130M |
| Employer EIN | 621788235 |
| Plan Effective Date | 2010-09-02 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11,185 | $3.7B |
| 2023 | 2 | 11,821 | $4.0B |
| 2024 | 2 | 12,973 | $4.2B |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.6B · 139,031
- Retirement Plan of International Paper Company $8.8B · 20,164
- Pace Industry Union-Management Pension Fund $2.7B · 3,192
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.1B · 2,710
- Nissan Employee Retirement Plan $1.7B · 4,300
Scale composition for Pension Plan for Employees at Ornl
Pension Plan for Employees at Ornl reports $2.5B in end-of-year assets across 5,801 participants (0.020% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $423,438 per participant (3.1x the national average assets-per-participant) . Net income for plan year 2023 was $130M.
This plan identity (EIN 621788235, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $2.4B (+3.2%) while covered participants moved from 5,460 to 6,357 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,460 | $2.3B | Open filing |
| 2023 | 5,801 | $2.5B | This page |
| 2024 · index core | 6,357 | $2.4B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Pension Plan for Employees at Ornl (Defined Benefit (Pension), $2.4B, 6,357 participants)
- Savings Plan for Employees at Ornl (401(k), $1.8B, 6,616 participants)
Pension Plan for Employees at Ornl's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Valero Energy Corporation Pension Plan in TX ($2.5B); by covered participants it is Pinnacle West Capital Corporation Retirement Plan in AZ (5,824 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.5B here).
- Valero Energy Corporation Pension Plan (TX) $2.5B · 6,500
- Pension Plan of Public Service Enterprise Group Incorporated (NJ) $2.4B · 428
- Boeing North American Retirement Plan (WA) $2.5B · 147
- Electrical Contractors Assoc. of the City of Chgo Local Union 134, IBEW Joint Pension Trust of Chgo Pension Plan #2 (IL) $2.4B · 7,000
Similar participant headcount
Nearest other-state filings by covered participants (5,801 participants); asset peers above are excluded.
- Pinnacle West Capital Corporation Retirement Plan (AZ) 5,824 · 23 off
- Hotel Industry-Ilwu Pension Plan (HI) 5,828 · 27 off
- Memorial Hermann Pension Plan (TX) 5,830 · 29 off
- NECA-IBEW Pension Trust Fund (IL) 5,763 · 38 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.