Other · DOL Form 5500 · 2024
Fermi Research Alliance, LLC Retirement Plan
Data updated 2026-08-25
- $745M
- Total assets Above avg plan size
- 2,241
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $332,623
- Avg per participant High balance/head
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.
- #19,897 in Professional & Technical Services (20,173 peers)
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 ~779 per filing). Assets: $745M.
- #19,897
- in Professional & Technical Services (20,173 peers)
- +3.2%
- assets growth YoY
- 7.5×
- vs typical plan assets (national mean)
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan's outsized position by total assets
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$745,408,649 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
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan'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. Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan lands in the large band (2,241 participants).
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.
Published 5500 schedule card
Filing strip 571239010 · Fermi Research Alliance, LLC PY 2024 · Other
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan · $745M · 2,241 · 98th
- BOY $745M
- BOY 2,241
- BOY 98th
- BOY Other
- BOY near Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)
- BOY ind #19897
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 →
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan in the asset neighbourhood
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)
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 Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan) in CT ($746M); by covered participants it is National Church Residences 403(b) Savings Plan in OH (2,241 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($745M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (2,241 participants); asset peers above are excluded.
- National Church Residences 403(b) Savings Plan (OH) 2,241 · 0 off
- Southeastern Regional Medical Center Tax-Deferred Savings Plan (NC) 2,241 · 0 off
- Youth Advocate Programs, Inc. 403(b) Plan (PA) 2,233 · 8 off
- St. Clair Hospital Savings Plan (PA) 2,232 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.