Other · DOL Form 5500 · 2024
Fermi Research Alliance, LLC Retirement Plan
Data updated 2026-07-24
- $745M
- Total assets
- 2,241
- Participants
- 98th
- Percentile by assets
- $332,623
- Avg per participant
Official DOL plan name: Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan · Sponsored by Fermi Research Alliance, LLC · Illinois · Professional & Technical Services
$745M in assets, 2,241 participants
Fermi Research Alliance, LLC's Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan reported $745M in total assets and 2,241 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)
Coverage in Illinois
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan covers 2,241 participants in Illinois, 2.9x the typical Illinois plan (state average ~768 per filing). Assets: $745M.
- $745M
- total plan assets (2024 EOY)
- 2,241
- covered participants
- 98th
- percentile by assets (of 116,472 plans)
- $332,623
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan reported net income fell from $62M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan reported participants rose from 1,842 in the plan year 2023 filing to 2,241 in the plan year 2024 filing.
- Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan end-of-year assets rose from $722M in the plan year 2023 filing to $745M in the plan year 2024 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 768 participants across 5,440 plans. Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan reports 2,241 participants - 2.9x that state average ($745M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $722M |
|---|---|
| Net Assets (End of Year) | $745M |
| Net Income | $23M |
| Employer EIN | 571239010 |
| Plan Effective Date | 1975-07-01 |
| 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 Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan vs. nearby Other plans in Illinois, assets vs. participants
- Northwestern University Retirement Plan $4.4B · 9,328
- The University of Chicago Contributory Retirement Plan $3.8B · 5,144
- Endeavor Health Legacy 403(b) Tax Deferred Annuity Plan for Northshore University Healthsystem Employees $2.1B · 13,718
- The University of Chicago Supplemental Retirement Plan $1.9B · 8,635
- Rush University Medical Center 403(b) Retirement Savings Plan $1.8B · 13,592
Similar-Sized Other Plans Nationally
Other plans in other states closest to Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan by total assets, not by location.
- Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) (CT) $746M · 2,323
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) $744M · 19,842
- St. Charles Health System, Inc. Retirement Plan (OR) $744M · 4,769
- Centra Health Matching Tax Deferred Savings Plan (VA) $747M · 7,362
Frequently Asked Questions
How did Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan assets move in 2024? ▼
How have Fermi Research Alliance, LLC plan assets changed over time? ▼
Where does Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan? ▼
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Filing takeaways
Ways to act on Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan's numbers.
- By total assets, Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other 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
Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 571239010.
Read our methodology - how this data is sourced, computed, and verified.