Defined Benefit (Pension) · DOL Form 5500 · 2024

Ut-Battelle, LLC Pension Plan

Data updated 2026-08-25

$2.4B
Total assets Very large vs avg
6,357
Participants Above avg headcount
99th
Percentile by assets National rank
$377,556
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees at Ornl · Sponsored by Ut-Battelle, LLC · Tennessee · Professional & Technical Services

$2.4B in assets, 6,357 participants

Ut-Battelle, LLC's Pension Plan for Employees at Ornl reported $2.4B in total assets and 6,357 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.

  • #20,096 in Professional & Technical Services (20,173 peers)

Coverage in Tennessee

Pension Plan for Employees at Ornl covers 6,357 participants in Tennessee, 5.6x the typical Tennessee plan (state average ~1,126 per filing). Assets: $2.4B.

#20,096
in Professional & Technical Services (20,173 peers)
-2.3%
assets change YoY
24×
vs typical plan assets (national mean)

The plan reported a net loss of $55M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Employees at Ornl's outsized position by total assets

Pension Plan for Employees at Ornl vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,400,126,032 Top 1% higher than 99% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Pension 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. Pension Plan for Employees at Ornl lands in the large band (6,357 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan for Employees at Ornl reported net income fell from $130M in the plan year 2023 filing to -$55M in the plan year 2024 filing.
  • Pension Plan for Employees at Ornl reported participants rose from 5,801 in the plan year 2023 filing to 6,357 in the plan year 2024 filing.
  • Pension Plan for Employees at Ornl end-of-year assets fell from $2.5B in the plan year 2023 filing to $2.4B in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 621788235 · Ut-Battelle, LLC PY 2024 · Defined Benefit (Pension)

Pension Plan for Employees at Ornl · $2.4B · 6,357 · 99th

  • TYPE $2.4B
  • NET 6,357
  • BOOK 99th
  • VS-ST Defined Benefit (Pension)
  • BOY near The Hearst Corporation Retirement Plan
  • SCH ind #20096

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 →

Pension Plan for Employees at Ornl in the asset neighbourhood

Equity-League Pension Trust FundEquity-League Pension Trust …$2.4BErnst & Young Defined Benefit Retirement PlanErnst & Young Defined Benefi…$2.4BFrontier Communications Pension PlanFrontier Communications Pens…$2.4BPension Plan for Employees at OrnlPension Plan for Employees a…$2.4BThe Hearst Corporation Retirement PlanThe Hearst Corporation Retir…$2.4B
End-of-year total assets ($B) among Pension Plan for Employees at Ornl and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$2.5B
Net Assets (End of Year)$2.4B
Net Income-$55M
Employer EIN621788235
Plan Effective Date2010-09-02
Filing StatusFILING 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
$3.6B$3.8B$4B$4.2B 202220232024 $3.7B $4.15B ▲ +12.2%
Year Plans Participants Total Assets
2022 2 11,185 $3.7B
2023 2 11,821 $4.0B
2024 2 12,973 $4.2B

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Employees at Ornl vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0102030 Total assets ($B) Participants Pension Plan for Employees at Ornl, Total assets ($B): 2.400126032 · Participants: 6357Pension Plan for Employees at OrnlFedex Corporation Employees' Pension Plan, Total assets ($B): 26.858555454 · Participants: 125941Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.18942151 · Participants: 20795Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.839667916 · Participants: 3134Pace Industry Union-Management Pension FundRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 1.97251328 · Participants: 2516Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.636533412 · Participants: 4074Nissan Employee Retirement Plan
Pension Plan for Employees at Ornl vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Pension Plan for Employees at Ornl side-by-side with 3 peers →

Scale composition for Pension Plan for Employees at Ornl

Pension Plan for Employees at Ornl reports $2.4B in end-of-year assets across 6,357 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $377,556 per participant (2.7x the national average assets-per-participant) . Net income for plan year 2024 was -$55M.

This plan identity (EIN 621788235, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.3B to $2.4B (+3.2%) while covered participants moved from 5,460 to 6,357 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,460 $2.3B Open filing
2023 5,801 $2.5B Open filing
2024 · index core 6,357 $2.4B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Pension Plan for Employees at Ornl's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is The Hearst Corporation Retirement Plan in NC ($2.4B); by covered participants it is Meijer Hourly Pension Plan in MI (6,378 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.4B here).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Pension Plan for Employees at Ornl assets move in 2024? ▼
Pension Plan for Employees at Ornl edged down modestly - down 2.3% during 2024, from $2.5B to $2.4B. Reported net income was -$55M.
How have Ut-Battelle, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ut-Battelle, LLC's sponsor-wide assets grew 12.1%, from $3.7B to $4.2B.
Where does Pension Plan for Employees at Ornl rank by assets among Form 5500 filers? ▼
Pension Plan for Employees at Ornl ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees at Ornl? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Hearst Corporation Retirement Plan in NC ($2.4B, 1,745 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees at Ornl? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Meijer Hourly Pension Plan in MI (6,378 participants, $97M in assets).

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 621788235.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.