Defined Benefit (Pension) Ā· DOL Form 5500 Ā· 2024

Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees

Data updated 2026-05-15

$343M
Total assets
171
Participants
96th
Percentile by assets
$2.0M
Avg per participant

Sponsored by Ucor LLC Ā· Tennessee Ā· Administrative & Support Services

What the 2024 filing shows

Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees holds $343M for 171 participants - about $2.0M per participant, in the top 5% of all filed plans by assets, up 4.8% over the 2024 plan year.

$343M
total plan assets (2024 EOY)
171
covered participants
96th
percentile by assets (of 116,472 plans)
$2.0M
avg assets per participant
State
Industry
Administrative & Support Services

Defined Benefit (Pension) Ā· DOL Form 5500 Ā· 2024

What the Filing Says About Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees

Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees is a Defined Benefit (Pension) retirement plan sponsored by Ucor LLC, headquartered in Tennessee. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $343M in total end-of-year assets and covers 171 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 852867528, and the plan has been effective since 1998-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets edged up modestly from $327M at the beginning of 2024 to $343M at year-end - up 4.8%. Net assets (after liabilities) closed the year at $342M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years Ucor LLC has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $439M to $560M, a gain of 27.5%, while reported participants moved from 942 to 1,342 (+42.5%). The strongest year on file by total sponsor assets was 2024 at $560M; the softest was 2022 at $439M. Year-by-year, sponsor-wide filings show: 2022 - $439M in assets across 2 plans covering 942 participants; 2023 - $510M in assets across 2 plans covering 1,101 participants; 2024 - $560M in assets across 2 plans covering 1,342 participants.

By assets, Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.4x the national average plan size of $100M and 730 average participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2024)

Total Assets (Beginning of Year)$327M
Total Assets (End of Year)$343M
Net Assets (End of Year)$342M
Net Income$15M
Plan TypeDefined Benefit (Pension)
Employer EIN852867528
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ucor LLC)

Year Plans Participants Total Assets
2022 2 942 $439M
2023 2 1,101 $510M
2024 2 1,342 $560M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Frequently Asked Questions

How much money is in the Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees?
As of the 2024 Form 5500 filing, Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees holds $343M in total assets with 171 participants. It is sponsored by Ucor LLC.
What type of plan is Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees?
Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees is a Defined Benefit (Pension) plan. It has been effective since 1998-04-01. The plan is filed with the U.S. Department of Labor under EIN 852867528.
Who sponsors the Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees?
Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees is sponsored by Ucor LLC, located in Tennessee. The sponsor's EIN is 852867528 and the plan operates in the Administrative & Support Services industry.
How did Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees perform in 2024?
Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees edged up modestly - up 4.8% during 2024, moving from $327M to $343M in total assets. Net income was $15M.

What this filing means

Ways to act on Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees's numbers.

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 852867528.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

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

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.