Other · DOL Form 5500 · 2023
Fermi Research Alliance, LLC Retirement Plan
Data updated 2026-08-25
- $722M
- Total assets Above avg plan size
- 1,842
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $391,977
- Avg per participant High balance/head
Official DOL plan name: Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan · Sponsored by Fermi Research Alliance, LLC · Illinois · Professional & Technical Services
$722M in assets, 1,842 participants
Fermi Research Alliance, LLC's Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan reported $722M in total assets and 1,842 participants in its 2023 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.
- #20,067 in Professional & Technical Services (20,321 peers)
Coverage in Illinois
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan covers 1,842 participants in Illinois, 2.4x the typical Illinois plan (state average ~779 per filing). Assets: $722M.
- #20,067
- in Professional & Technical Services (20,321 peers)
- +9.4%
- assets growth YoY
- 7.2×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$722,021,417 Top 2% higher than 98% 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
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan'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. Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan lands in the large band (1,842 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan reported net income rose from -$122M in the plan year 2022 filing to $62M in the plan year 2023 filing.
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan end-of-year assets rose from $660M in the plan year 2022 filing to $722M in the plan year 2023 filing.
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan reported participants fell from 1,951 in the plan year 2022 filing to 1,842 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 571239010 · Fermi Research Alliance, LLC PY 2023 · Other
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan · $722M · 1,842 · 98th
- IND $722M
- EOY 1,842
- 5500 98th
- ASSETS Other
- PCT near Carilion Clinic 403(b) Retirement Savings Plan
- EIN ind #20067
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
Illinois filing particulars
| Total Assets (Beginning of Year) | $660M |
|---|---|
| Net Assets (End of Year) | $722M |
| Net Income | $62M |
| Employer EIN | 571239010 |
| Plan Effective Date | 1975-07-01 |
| Filing Status | FILING 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
| 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.
- Northwestern University Retirement Plan $4.0B · 9,440
- The University of Chicago Contributory Retirement Plan $3.5B · 4,796
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.0B · 13,705
- The University of Chicago Supplemental Retirement Plan $1.7B · 8,254
- Argonne National Laboratory 403(b) Employee Retirement Plan $1.6B · 3,798
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 Carilion Clinic 403(b) Retirement Savings Plan in VA ($722M); by covered participants it is Woods Services, Inc. 403(b) Plan in PA (1,842 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($722M here).
- Carilion Clinic 403(b) Retirement Savings Plan (VA) $722M · 12,978
- Wellesley College 403(b) Retirement Plan (MA) $722M · 1,279
- Carpenters & Joiners Defined Contribution Plan (MN) $719M · 21,043
- University of San Diego Defined Contribution Retirement Plan (CA) $719M · 1,995
Similar participant headcount
Nearest other-state filings by covered participants (1,842 participants); asset peers above are excluded.
- Woods Services, Inc. 403(b) Plan (PA) 1,842 · 0 off
- University of Richmond Defined Contribution Retirement Plan (VA) 1,843 · 1 off
- Smith College Defined Contribution Retirement Plan (MA) 1,843 · 1 off
- Faculty and Key Administrative Employee's Retirement Plan a (OH) 1,840 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.