Money Purchase · DOL Form 5500 · 2024
Fermi Research Alliance, LLC Money Purchase Plan
Data updated 2026-08-06
- $796M
- Total assets
- 1,782
- Participants
- 98th
- Percentile by assets
- $446,663
- Avg per participant
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.
- 98th percentile by assets (of 116,472 plans)
- #19,305 in Professional & Technical Services (19,542 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 ~768 per filing). Assets: $796M.
- $796M
- total plan assets (2024 EOY)
- 1,782
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $446,663
- avg assets per participant
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.
Participants vs Illinois filers
In Illinois, the average filing covers about 768 participants across 5,440 plans. Retirement Plan for Employees of Fermi Research Alliance, LLC reports 1,782 participants - 2.3x that state average ($796M EOY assets).
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)
| 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.
Retirement Plan for Employees of Fermi Research Alliance, LLC vs. nearby Money Purchase plans in Illinois, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Retirement Plan for Employees of Fermi Research Alliance, LLC by total assets, not by location.
- 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
Frequently Asked Questions
How did Retirement Plan for Employees of Fermi Research Alliance, LLC assets move in 2024? ▼
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Filing takeaways
Ways to act on Retirement Plan for Employees of Fermi Research Alliance, LLC's numbers.
- By total assets, Retirement Plan for Employees of Fermi Research Alliance, LLC ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Illinois. Compare plans
- Fermi Research Alliance, LLC's sponsor-wide assets have grown 16.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans