Fermi Research Alliance retirement plans

Fermi Research Alliance, LLC, Batavia, IL. EIN 57-1239010. Annual reports 2009–2024. Also filed as Fermi National Accelerator Laboratory.

Fermi Research Alliance, LLC has 2 active retirement plans on file. The largest is the Retirement Plan for Employees of Fermi Research Alliance, LLC, with 4,090 participants and $796 million in assets in 2024. Fidelity has been its recordkeeper since 2016. No traditional pension plan appears in Fermi Research Alliance's filings since 2009.

Active plans: 2
Participants: 7,759
Plan assets: $1.5 billion
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Professional services

All 2 plans

Active plans first

Retirement Plan for Employees of Fermi Research Alliance, LLC

Money purchase pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 004Employer EIN 57-1239010
Participants (2024): 4,090
Net assets (2024): $796 million
Recordkeeper: FidelityEarlier: TIAA (2009–2010)
Plan administrator: Fermi Research Alliance, LLC
P.O. Box 500, MS 126
Batavia, IL 60510
(630) 840-2825As filed for 2024
In effect since: March 1, 1989

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,090	$796 million	Fidelity
2023	4,080	$751 million	Fidelity
2022	4,124	$669 million	Fidelity
2021	2,007	$788 million	Fidelity
2020	4,106	$719 million	Fidelity
2019	4,021	$650 million	Fidelity
2018	4,117	$571 million	Fidelity
2017	4,458	$598 million	Fidelity
2016	3,964	$529 million	Fidelity
2015	3,368	$503 million	not listed
2014	4,065	$504 million	not listed
2013	4,252	$482 million	not listed
2012	4,301	$418 million	not listed
2011	4,316	$378 million	not listed
2010	3,512	$375 million	TIAA
2009	4,376	$338 million	TIAA

Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 57-1239010
Participants (2024): 3,669
Net assets (2024): $745 million
Recordkeeper: FidelityEarlier: TIAA (2009–2010)
Plan administrator: Fermi Research Alliance, LLC
Po Box 500, MS 126
Batavia, IL 60510
(630) 840-2825As filed for 2024
In effect since: July 1, 1975

Earlier plan names: Retirement Plan for Employees of Fermi Research Alliance, LLC.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,669	$745 million	Fidelity
2023	3,680	$722 million	Fidelity
2022	3,400	$660 million	Fidelity
2021	2,267	$781 million	Fidelity
2020	3,428	$733 million	Fidelity
2019	3,394	$677 million	Fidelity
2018	3,534	$617 million	Fidelity
2017	3,587	$664 million	Fidelity
2016	3,493	$615 million	Fidelity
2015	3,451	$611 million	Fidelity
2014	3,581	$640 million	not listed
2013	3,579	$636 million	not listed
2012	3,216	$573 million	not listed
2011	3,665	$538 million	not listed
2010	3,512	$375 million	TIAA
2009	2,837	$524 million	TIAA

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Retirement Plan for Employees of Fermi Research Alliance, LLC. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((630) 840-2825). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Retirement Plan for Employees of Fermi Research Alliance, LLC

Fermi National Accelerator Laboratory Tax Sheltered Annuity Plan

If you had money in one of these plans

What these numbers are

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