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
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 Type | Defined Benefit (Pension) |
| Employer EIN | 852867528 |
| Plan Effective Date | 1998-04-01 |
| Filing Status | FILING 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.
- Retirement Plan of International Paper Company $8.2B Ā· 20,795
- Pension Plan for Employees at Ornl $2.4B Ā· 6,357
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B Ā· 2,516
- Nissan Employee Retirement Plan $1.6B Ā· 4,074
- Eastman Retirement Assistance Plan $1.3B Ā· 2,885
Frequently Asked Questions
How much money is in the Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees? ▼
What type of plan is Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees? ▼
Who sponsors the Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees? ▼
How did Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees perform in 2024? ▼
What this filing means
Ways to act on Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees's numbers.
- By total assets, Oak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered Employees ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Tennessee. Compare plans
- Ucor LLC's sponsor-wide assets have grown 27.5% since 2022 across 3 plan years on file. More Administrative & Support Services plans
- A Defined Benefit (Pension) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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.
Read our methodology - how this data is sourced, computed, and verified.
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.