Defined Benefit (Pension) · DOL Form 5500 · 2024

Alliance for Energy Innovation, LLC Pension Plan

Data updated 2026-08-25

$436M
Total assets Above avg plan size
3,154
Participants Above avg headcount
97th
Percentile by assets National rank
$138,093
Avg per participant Near avg balance/head
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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.

  • #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.

#19,711
in Professional & Technical Services (20,173 peers)
+7.2%
assets growth YoY
4.4×
vs typical plan assets (national mean)

National Laboratory of the Rockies Shared Security Pension Plan's outsized position by total assets

National Laboratory of the Rockies Shared Security Pension Plan vs every filed plan by assets

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

$435,543,780 Top 3% higher than 97% 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

National Laboratory of the Rockies Shared Security Pension 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. National Laboratory of the Rockies Shared Security Pension Plan lands in the large band (3,154 participants).

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 →

DOL schedule card

Filing strip 261939342 · Alliance for Energy Innovation, LLC PY 2024 · Defined Benefit (Pension)

National Laboratory of the Rockies Shared Security Pension Plan · $436M · 3,154 · 97th

  • BOY $436M
  • BOY 3,154
  • BOY 97th
  • BOY Defined Benefit (Pension)
  • BOY near Retirement Plan for Employees of Devon Energy Corporation
  • BOY ind #19711

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 Colorado →

National Laboratory of the Rockies Shared Security Pension Plan in the asset neighbourhood

Windstream Pension Plan$438MTorrance Health Association Employees Retirement PlanTorrance Health Association …$436MNational Laboratory of the Rockies Shared Security Pension PlanNational Laboratory of the R…$436MRetirement Plan for Employees of Devon Energy CorporationRetirement Plan for Employee…$435MIBEW Local No. 236 Pension PlanIBEW Local No. 236 Pension P…$434M
End-of-year total assets ($M) among National Laboratory of the Rockies Shared Security Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Alliance for Energy Innovation, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1.1B 31.321865807084453% vs 2022
2024 filing year
$0.7B$0.8B$0.9B$1B$1.1B 202220232024 $0.81B $1.06B ▲ +30.9%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 0.20.40.60.811.21.4 Total assets ($B) Participants National Laboratory of the Rockies Shared Security Pension Plan, Total assets ($B): 0.43554378 · Participants: 3154National Laboratory of the Rockies Shared Security Pension PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.290530979 · Participants: 38340Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.901154325 · Participants: 1243Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.810486388 · Participants: 1243Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.443617213 · Participants: 217Medianews Group Pension PlanEmployees' and Agents' Pension Benefits Plan Empower Holdings, LLC., Total assets ($B): 0.402083743 · Participants: 226Employees' and Agents' Pension Benefits Plan Empower Holdings, LLC.
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 Shared Security Pension Plan side-by-side with 3 peers →

National Laboratory of the Rockies Shared Security Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Devon Energy Corporation in OK ($435M); by covered participants it is Caleres, Inc. Retirement Plan in MO (3,154 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($436M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,154 participants); asset peers above are excluded.

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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Laboratory of the Rockies Shared Security Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Caleres, Inc. Retirement Plan in MO (3,154 participants, $312M 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 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.