Defined Benefit (Pension) · DOL Form 5500 · 2024

Alliance for Energy Innovation, LLC Pension Plan

Data updated 2026-08-11

$436M
Total assets
3,154
Participants
97th
Percentile by assets
$138,093
Avg per participant
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Official DOL plan name: National Laboratory of the Rockies Shared Security Pension Plan · Sponsored by Alliance for Energy Innovation, LLC · Colorado · Professional & Technical Services

$436M in assets, 3,154 participants

Alliance for Energy Innovation, LLC's National Laboratory of the Rockies Shared Security Pension Plan reported $436M in total assets and 3,154 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 123,622 plans)
  • #19,711 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

National Laboratory of the Rockies Shared Security Pension Plan covers 3,154 participants in Colorado, 8.4x the typical Colorado plan (state average ~376 per filing). Assets: $436M.

$436M
total plan assets (2024 EOY)
3,154
covered participants
97th
percentile by assets (of 123,622 plans)
$138,093
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Laboratory of the Rockies Shared Security Pension Plan reported net income rose from $21M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • National Laboratory of the Rockies Shared Security Pension Plan reported participants rose from 2,822 in the plan year 2023 filing to 3,154 in the plan year 2024 filing.
  • National Laboratory of the Rockies Shared Security Pension Plan end-of-year assets rose from $406M in the plan year 2023 filing to $436M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Colorado
Industry
Professional & Technical Services

Participants vs Colorado filers

In Colorado, the average filing covers about 376 participants across 2,719 plans. National Laboratory of the Rockies Shared Security Pension Plan reports 3,154 participants - 8.4x that state average ($436M EOY assets).

Colorado filing particulars

Total Assets (Beginning of Year)$406M
Net Assets (End of Year)$436M
Net Income$29M
Employer EIN261939342
Plan Effective Date1982-09-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance for Energy Innovation, LLC)

$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.81B $1.06B ▲ +30.9%
Total plan assets by year, all Alliance for Energy Innovation, LLC plans on file
Year Plans Participants Total Assets
2022 2 5,057 $808M
2023 2 5,699 $932M
2024 2 6,361 $1.1B

Nearby Defined Benefit (Pension) Plans in Colorado

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

National Laboratory of the Rockies Shared Security Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants

National Laboratory of the Rockies Shared Security Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 0.20.40.60.811.21.4 Total assets ($B) Participants National Laboratory …Rocky Mountain Ufcw …Ball Pension PlanPcs U.S. Employees' …Medianews Group Pens…Employees' and Agent…
National Laboratory of the Rockies Shared Security Pension Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare National Laboratory of the Rockies Share… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to National Laboratory of the Rockies Shared Security Pension Plan by total assets, not by location.

Frequently Asked Questions

How did National Laboratory of the Rockies Shared Security Pension Plan assets move in 2024? ▼
National Laboratory of the Rockies Shared Security Pension Plan grew at a solid clip - up 7.2% during 2024, from $406M to $436M. Reported net income was $29M.
How have Alliance for Energy Innovation, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance for Energy Innovation, LLC's sponsor-wide assets grew 31.3%, from $808M to $1.1B.
Where does National Laboratory of the Rockies Shared Security Pension Plan rank by assets among Form 5500 filers? ▼
National Laboratory of the Rockies Shared Security Pension Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to National Laboratory of the Rockies Shared Security Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Devon Energy Corporation in OK ($435M, 155 participants).

Next read for National Laboratory of the Rockies Share…

Filing takeaways

Ways to act on National Laboratory of the Rockies Shared Security Pension Plan'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 261939342.

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.