Defined Benefit (Pension) · DOL Form 5500 · 2024
Battelle Energy Alliance, LLC Pension Plan
Data updated 2026-08-11
- $2.0B
- Total assets
- 930
- Participants
- 99th
- Percentile by assets
- $2.2M
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $2.0B
- total plan assets (2024 EOY)
- 930
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $2.2M
- avg assets per participant
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.
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.
Participants vs Idaho filers
In Idaho, the average filing covers about 347 participants across 760 plans. Idaho National Laboratory Employee Retirement Plan reports 930 participants - 2.7x that state average ($2.0B EOY assets).
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)
| 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.
Idaho National Laboratory Employee Retirement Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Idaho National Laboratory Employee Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Idaho National Laboratory Employee Retirement Plan assets move in 2024? ▼
How have Battelle Energy Alliance, LLC plan assets changed over time? ▼
Where does Idaho National Laboratory Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Idaho National Laboratory Employee Retirement Plan? ▼
Next read for Idaho National Laboratory Employee Retir…
Filing takeaways
Ways to act on Idaho National Laboratory Employee Retirement Plan's numbers.
- By total assets, Idaho National Laboratory Employee Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Idaho. Compare plans
- Battelle Energy Alliance, LLC's sponsor-wide assets have grown 21.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans