Defined Benefit (Pension) · DOL Form 5500 · 2023

Battelle Energy Alliance, LLC Pension Plan

Data updated 2026-08-25

$2.1B
Total assets Very large vs avg
1,037
Participants Near avg headcount
99th
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Idaho National Laboratory Employee Retirement Plan · Sponsored by Battelle Energy Alliance, LLC · Idaho · Professional & Technical Services

$2.1B in assets, 1,037 participants

Battelle Energy Alliance, LLC's Idaho National Laboratory Employee Retirement Plan reported $2.1B in total assets and 1,037 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.

  • #20,245 in Professional & Technical Services (20,321 peers)

Coverage in Idaho

Idaho National Laboratory Employee Retirement Plan covers 1,037 participants in Idaho, 3.0x the typical Idaho plan (state average ~347 per filing). Assets: $2.1B.

#20,245
in Professional & Technical Services (20,321 peers)
+16.8%
assets growth YoY
21×
vs typical plan assets (national mean)

Idaho National Laboratory Employee Retirement Plan's outsized position by total assets

Idaho National Laboratory Employee Retirement Plan vs every filed plan by assets

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

$2,108,067,181 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

Idaho National Laboratory Employee Retirement 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. Idaho National Laboratory Employee Retirement Plan lands in the large band (1,037 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Idaho National Laboratory Employee Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $209M in the plan year 2023 filing.
  • Idaho National Laboratory Employee Retirement Plan end-of-year assets rose from $1.8B in the plan year 2022 filing to $2.1B in the plan year 2023 filing.
  • Idaho National Laboratory Employee Retirement Plan reported participants fell from 1,166 in the plan year 2022 filing to 1,037 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 680588324 · Battelle Energy Alliance, LLC PY 2023 · Defined Benefit (Pension)

Idaho National Laboratory Employee Retirement Plan · $2.1B · 1,037 · 99th

  • IND $2.1B
  • IND 1,037
  • IND 99th
  • IND Defined Benefit (Pension)
  • IND near Automotive Industries Pension Plan
  • IND ind #20245

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 Idaho →

Idaho National Laboratory Employee Retirement Plan in the asset neighbourhood

Morgan Stanley Employees Retirement PlanMorgan Stanley Employees Ret…$2.1BCargill, Inc. and Associated Companies Salaried Employees Pension PlanCargill, Inc. and Associated…$2.1BIdaho National Laboratory Employee Retirement PlanIdaho National Laboratory Em…$2.1BNorthrop Grumman Retirement Plan BNorthrop Grumman Retirement …$2.1BAutomotive Industries Pension PlanAutomotive Industries Pensio…$2.1B
End-of-year total assets ($B) among Idaho National Laboratory Employee Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$1.8B
Net Assets (End of Year)$1.9B
Net Income$209M
Employer EIN680588324
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Battelle Energy Alliance, LLC)

Sponsor-wide plan assets over time

All Battelle Energy Alliance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4.5B 21.510313389949605% vs 2022
2024 filing year
$3.5B$4B$4.5B$5B 202220232024 $3.74B $4.55B ▲ +21.7%
Year Plans Participants Total Assets
2022 2 7,127 $3.7B
2023 2 7,456 $4.4B
2024 2 7,562 $4.5B

Nearby Defined Benefit (Pension) Plans in Idaho

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Idaho National Laboratory Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000 00.511.522.5 Total assets ($B) Participants Idaho National Laboratory Employee Retirement Plan, Total assets ($B): 2.108067181 · Participants: 1037Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.937762817 · Participants: 2075Retirement Plan of Idaho Power CompanyShaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.222718296 · Participants: 5337Shaws Supermarkets, Inc. Pension Plan for Union EmployeesAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.21360885 · Participants: 840Amalgamated Sugar Company Hourly Retirement PlanSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.153694771 · Participants: 244St. Luke's Health System Basic Pension PlanHecla Mining Company Restated Retirement Plan, Total assets ($B): 0.115538468 · Participants: 499Hecla Mining Company Restated Retirement Plan
Idaho National Laboratory Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Idaho National Laboratory Employee Retirement Plan side-by-side with 3 peers →

Idaho National Laboratory Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Idaho, the nearest Defined Benefit (Pension) by assets is Automotive Industries Pension Plan in CA ($2.1B); by covered participants it is Tropicana Products Defined Benefit Plan in IL (1,036 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (1,037 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 Idaho National Laboratory Employee Retirement Plan assets move in 2023? ▼
Idaho National Laboratory Employee Retirement Plan grew sharply - up 16.8% during 2023, from $1.8B to $2.1B. Reported net income was $209M.
How have Battelle Energy Alliance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Battelle Energy Alliance, LLC's sponsor-wide assets grew 21.5%, from $3.7B to $4.5B.
Where does Idaho National Laboratory Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Idaho National Laboratory Employee Retirement Plan 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 Defined Benefit (Pension) plans are similar in size to Idaho National Laboratory Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Automotive Industries Pension Plan in CA ($2.1B, 3,056 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Idaho National Laboratory Employee Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tropicana Products Defined Benefit Plan in IL (1,036 participants, $99M 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 680588324.

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.