Ut-Battelle 401(k) and pension plans

Ut-Battelle, LLC, Oak Ridge, TN. EIN 62-1788235. Annual reports 2010–2024.

Ut-Battelle, LLC has 2 active retirement plans on file. The largest is the Pension Plan for Employees at Ornl, with 12,721 participants and $2.4 billion in assets in 2024.

Active plans: 2
Participants: 22,077
Plan assets: $4.2 billion
401(k) recordkeeper: Schwab
Plans on file: 2
Industry: Professional services

All 2 plans

Active plans first

Pension Plan for Employees at Ornl

Pension (defined benefit)Active

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

Plan number: 001Employer EIN 62-1788235
Participants (2024): 12,721
Net assets (2024): $2.4 billion
Plan administrator: Ut-Battelle, LLC
Po Box 2008, BLDG 4007, MS-6434
Oak Ridge, TN 37831
(865) 341-2107As filed for 2024
In effect since: September 2, 2010

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	12,721	$2.4 billion	not listed
2023	12,297	$2.5 billion	not listed
2022	11,739	$2.3 billion	not listed
2021	11,287	$2.8 billion	not listed
2020	10,958	$2.5 billion	not listed
2019	10,830	$2.2 billion	not listed
2018	10,316	$1.8 billion	not listed
2017	10,021	$1.9 billion	not listed
2016	10,008	$1.7 billion	not listed
2015	9,847	$1.7 billion	not listed
2014	9,748	$1.8 billion	not listed
2013	10,098	$1.7 billion	not listed
2012	10,121	$1.5 billion	not listed
2011	10,134	$1.3 billion	not listed
2010	10,395	$1.3 billion	not listed

Savings Plan for Employees at Ornl

401(k)Active

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

Plan number: 002Employer EIN 62-1788235
Participants (2024): 9,356
Net assets (2024): $1.8 billion
Recordkeeper: Schwab2010–2024
Plan administrator: Ut-Battelle, LLC
1 Bethel Valley Road, BLDG 4007, MS-6434
Oak Ridge, TN 37830
(865) 341-2107As filed for 2024
In effect since: September 1, 2010

Year by year, 2010 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	9,356	$1.8 billion	Schwab
2023	8,873	$1.6 billion	Schwab
2022	8,210	$1.4 billion	Schwab
2021	7,728	$1.6 billion	Schwab
2020	7,392	$1.4 billion	Schwab
2019	6,333	$1.3 billion	Schwab
2018	6,256	$1.1 billion	Schwab
2017	6,269	$1.2 billion	Schwab
2016	6,235	$1.1 billion	Schwab
2015	5,997	$1.0 billion	Schwab
2014	5,844	$1.0 billion	Schwab
2013	5,859	$1.0 billion	Schwab
2012	5,859	$952 million	Schwab
2011	5,988	$921 million	Schwab
2010	6,123	$917 million	Schwab

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Savings Plan for Employees at Ornl. 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 ((865) 341-2107). 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

Pension Plan for Employees at Ornl

Savings Plan for Employees at Ornl

If you had money in one of these plans

What these numbers are

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