Money Purchase · DOL Form 5500 · 2024
Fermi Research Alliance, LLC Money Purchase Plan
Data updated 2026-08-25
- $796M
- Total assets Above avg plan size
- 1,782
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $446,663
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Fermi Research Alliance, LLC · Sponsored by Fermi Research Alliance, LLC · Illinois · Professional & Technical Services
$796M in assets, 1,782 participants
Fermi Research Alliance, LLC's Retirement Plan for Employees of Fermi Research Alliance, LLC reported $796M in total assets and 1,782 participants in its 2024 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.
- #19,918 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
Retirement Plan for Employees of Fermi Research Alliance, LLC covers 1,782 participants in Illinois, 2.3x the typical Illinois plan (state average ~779 per filing). Assets: $796M.
- #19,918
- in Professional & Technical Services (20,173 peers)
- +6.0%
- assets growth YoY
- 8.0×
- vs typical plan assets (national mean)
Retirement Plan for Employees of Fermi Research Alliance, LLC's outsized position by total assets
Retirement Plan for Employees of Fermi Research Alliance, LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$795,953,748 Top 2% higher than 98% 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
Retirement Plan for Employees of Fermi Research Alliance, LLC'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. Retirement Plan for Employees of Fermi Research Alliance, LLC lands in the large band (1,782 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Plan for Employees of Fermi Research Alliance, LLC reported net income fell from $82M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- Retirement Plan for Employees of Fermi Research Alliance, LLC end-of-year assets rose from $751M in the plan year 2023 filing to $796M in the plan year 2024 filing.
- Retirement Plan for Employees of Fermi Research Alliance, LLC reported participants rose from 1,685 in the plan year 2023 filing to 1,782 in the plan year 2024 filing.
DOL schedule card
Filing strip 571239010 · Fermi Research Alliance, LLC PY 2024 · Money Purchase
Retirement Plan for Employees of Fermi Research Alliance, LLC · $796M · 1,782 · 98th
- BOY $796M
- BOY 1,782
- BOY 98th
- BOY Money Purchase
- BOY near Central Pennsylvania Teamsters Retirement Income Plan 1987
- BOY ind #19918
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 →
Retirement Plan for Employees of Fermi Research Alliance, LLC in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $751M |
|---|---|
| Net Assets (End of Year) | $796M |
| Net Income | $45M |
| Employer EIN | 571239010 |
| Plan Effective Date | 1989-03-01 |
| 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 Money Purchase Plans in Illinois
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- NECA-IBEW Local 176 Pension Trust Fund $725M · 2,204
- NECA-IBEW Local 364 Defined Contribution Plan $489M · 944
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $216M · 1,188
- Sheet Metal Workers Local 219 Retirement Savings Fund $210M · 936
- Sheet Metal Workers Local 91 Annuity Plan $176M · 638
Retirement Plan for Employees of Fermi Research Alliance, LLC's out-of-state Money Purchase peers by assets and headcount
Outside Illinois, the nearest Money Purchase by assets is Central Pennsylvania Teamsters Retirement Income Plan 1987 in PA ($806M); by covered participants it is Machinists' Money Purchase Pension Fund in NJ (1,759 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($796M here).
- Central Pennsylvania Teamsters Retirement Income Plan 1987 (PA) $806M · 3,427
- Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan (MA) $785M · 3,331
- Kaiser Permanente Supplemental Savings and Retirement Plan for Union Groups (CA) $833M · 12,349
- Saint Louis University Retirement Plan (MO) $755M · 2,836
Similar participant headcount
Nearest other-state filings by covered participants (1,782 participants); asset peers above are excluded.
- Machinists' Money Purchase Pension Fund (NJ) 1,759 · 23 off
- Flagler Hospital Money Accumulation Plan and Trust (FL) 1,753 · 29 off
- First Hawaiian, Inc. Future Plan (HI) 1,815 · 33 off
- Thrivent Capital Accumulation Plan (MN) 1,816 · 34 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.