401(k) · DOL Form 5500 · 2024
Ut-Battelle, LLC 401(k) Plan
Data updated 2026-08-25
- $1.8B
- Total assets Very large vs avg
- 6,616
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $264,980
- Avg per participant High balance/head
Official DOL plan name: Savings Plan for Employees at Ornl · Sponsored by Ut-Battelle, LLC · Tennessee · Professional & Technical Services
$1.8B in assets, 6,616 participants
Ut-Battelle, LLC's Savings Plan for Employees at Ornl reported $1.8B in total assets and 6,616 participants in its 2024 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.
- #20,059 in Professional & Technical Services (20,173 peers)
Coverage in Tennessee
Savings Plan for Employees at Ornl covers 6,616 participants in Tennessee, 5.9x the typical Tennessee plan (state average ~1,126 per filing). Assets: $1.8B.
- #20,059
- in Professional & Technical Services (20,173 peers)
- +11.5%
- assets growth YoY
- 18×
- 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 2024 · DOL Form 5500
$1,753,105,022 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Savings Plan for Employees at Ornl's large-plan peer group by participant headcount
Plan-year 2024 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 (6,616 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Savings Plan for Employees at Ornl end-of-year assets rose from $1.6B in the plan year 2023 filing to $1.8B in the plan year 2024 filing.
- Savings Plan for Employees at Ornl reported participants rose from 6,020 in the plan year 2023 filing to 6,616 in the plan year 2024 filing.
- Savings Plan for Employees at Ornl reported net income fell from $195M in the plan year 2023 filing to $181M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 621788235 · Ut-Battelle, LLC PY 2024 · 401(k)
Savings Plan for Employees at Ornl · $1.8B · 6,616 · 99th
- EBSA $1.8B
- EBSA 6,616
- EBSA 99th
- EBSA 401(k)
- EBSA near E. & J. Gallo Winery Retirement Plan
- EBSA ind #20059
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 →
Savings Plan for Employees at Ornl in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $1.6B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $181M |
| Employer EIN | 621788235 |
| Plan Effective Date | 2010-09-01 |
| 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 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Scale composition for Savings Plan for Employees at Ornl
Savings Plan for Employees at Ornl reports $1.8B in end-of-year assets across 6,616 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $264,980 per participant (1.9x the national average assets-per-participant) . Net income for plan year 2024 was $181M.
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 | Open filing |
| 2024 · index core | 6,616 | $1.8B | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Pension Plan for Employees at Ornl (Defined Benefit (Pension), $2.4B, 6,357 participants)
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 E. & J. Gallo Winery Retirement Plan in CA ($1.8B); by covered participants it is United Call Center Solutions, LLC 401(k) Plan in TX (6,620 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.8B here).
- E. & J. Gallo Winery Retirement Plan (CA) $1.8B · 4,667
- The Sci 401(k) Retirement Savings Plan (TX) $1.8B · 22,263
- Xylem Retirement Savings Plan (NY) $1.8B · 8,328
- Brown & Brown, Inc Employee Savings Plan (FL) $1.8B · 12,055
Similar participant headcount
Nearest other-state filings by covered participants (6,616 participants); asset peers above are excluded.
- United Call Center Solutions, LLC 401(k) Plan (TX) 6,620 · 4 off
- Marsden Retirement Savings Plan (MN) 6,607 · 9 off
- Hearthside Food Solutions 401(k) Plan (IL) 6,629 · 13 off
- Humana Partnership Savings Plan (KY) 6,631 · 15 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.