Defined Benefit (Pension) · DOL Form 5500 · 2024
Battelle Energy Alliance, LLC Pension Plan
Data updated 2026-08-25
- $2.0B
- Total assets Very large vs avg
- 930
- Participants Near avg headcount
- 99th
- Percentile by assets National rank
- $2.2M
- Avg per participant High balance/head
Official DOL plan name: Idaho National Laboratory Employee Retirement Plan · Sponsored by Battelle Energy Alliance, LLC · Idaho · Professional & Technical Services
$2.0B in assets, 930 participants
Battelle Energy Alliance, LLC's Idaho National Laboratory Employee Retirement Plan reported $2.0B in total assets and 930 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.
- #20,075 in Professional & Technical Services (20,173 peers)
Coverage in Idaho
Idaho National Laboratory Employee Retirement Plan covers 930 participants in Idaho, 2.7x the typical Idaho plan (state average ~347 per filing). Assets: $2.0B.
- #20,075
- in Professional & Technical Services (20,173 peers)
- -5.1%
- assets change YoY
- 20×
- vs typical plan assets (national mean)
The plan reported a net loss of $69M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Idaho National Laboratory Employee Retirement Plan's outsized position by total assets
Idaho National Laboratory Employee Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,001,259,353 Top 1% higher than 99% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Idaho National Laboratory Employee Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Idaho National Laboratory Employee Retirement Plan sits mid-pack in the medium band (930 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Idaho National Laboratory Employee Retirement Plan reported net income fell from $209M in the plan year 2023 filing to -$69M in the plan year 2024 filing.
- Idaho National Laboratory Employee Retirement Plan reported participants fell from 1,037 in the plan year 2023 filing to 930 in the plan year 2024 filing.
- Idaho National Laboratory Employee Retirement Plan end-of-year assets fell from $2.1B in the plan year 2023 filing to $2.0B in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 680588324 · Battelle Energy Alliance, LLC PY 2024 · Defined Benefit (Pension)
Idaho National Laboratory Employee Retirement Plan · $2.0B · 930 · 99th
- PART $2.0B
- TYPE 930
- NET 99th
- BOOK Defined Benefit (Pension)
- VS-ST near United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan
- BOY ind #20075
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 Idaho →
Idaho National Laboratory Employee Retirement Plan in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $1.9B |
| Net Income | -$69M |
| Employer EIN | 680588324 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Battelle Energy Alliance, LLC)
Sponsor-wide plan assets over time
All Battelle Energy Alliance, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4.5B 21.510313389949605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 7,127 | $3.7B |
| 2023 | 2 | 7,456 | $4.4B |
| 2024 | 2 | 7,562 | $4.5B |
Nearby Defined Benefit (Pension) Plans in Idaho
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Retirement Plan of Idaho Power Company $971M · 2,113
- Shaws Supermarkets, Inc. Pension Plan for Union Employees $230M · 5,378
- Amalgamated Sugar Company Hourly Retirement Plan $224M · 878
- St. Luke's Health System Basic Pension Plan $144M · 217
- Hecla Mining Company Restated Retirement Plan $117M · 536
Idaho National Laboratory Employee Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Idaho, the nearest Defined Benefit (Pension) by assets is United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan in GA ($2.0B); by covered participants it is Pafmg Cash Balance Plan II in CA (929 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.0B here).
- United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan (GA) $2.0B · 4,790
- Cleveland-Cliffs Steel LLC Pension Plan (IL) $2.0B · 853
- Cargill, Inc. and Associated Companies Salaried Employees Pension Plan (MN) $2.0B · 3,346
- Twin City Carpenters and Joiners Pension Fund (MN) $2.0B · 6,440
Similar participant headcount
Nearest other-state filings by covered participants (930 participants); asset peers above are excluded.
- Pafmg Cash Balance Plan II (CA) 929 · 1 off
- Pension Plan for Cooperatives (MN) 929 · 1 off
- Legal & General America, Inc. Cash Balance Plan (MD) 931 · 1 off
- Ardagh North America Retirement Income Plan (IN) 927 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.