Oak Ridge, TN Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Oak Ridge, TN has 76 loaded benefit plan(s) reported by 33 plan sponsor(s), with $14,570,680,509 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 76
- Plan sponsors
- 33
- Total reported assets (EOY)
- $14,570,680,509
- Latest filing year
- 2023
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Pension Plan For Employees At Ornl | Ut-Battelle, LLC | $2,456,364,769 | 2023 |
| Retirement Program Plan For Employees Of Consolidated Nuclear Security, LLC At The U.S. Department Of Energy At Oak Ridge, Tennessee | Consolidated Nuclear Security, LLC | $2,074,583,545 | 2023 |
| Savings Plan For Employees At Ornl | Ut-Battelle, LLC | $1,572,579,993 | 2023 |
| Defined Benefit Plans Mtia | Consolidated Nuclear Security, LLC | $1,518,900,908 | 2023 |
| Savings Program For Employees Of Consolidated Nuclear Security, LLC At The U.S. Department Of Energy Facilities At Oak Ridge, Tennessee | Consolidated Nuclear Security, LLC | $1,304,398,248 | 2023 |
| Defined Contribution Plans Mtia | Consolidated Nuclear Security, LLC | $1,049,289,075 | 2023 |
| Target Date Funds Mtia | Consolidated Nuclear Security, LLC | $875,250,894 | 2023 |
| Consolidated Nuclear Security, LLC 401(K) For Non-Bargaining Pantex Location Employees | Consolidated Nuclear Security, LLC | $546,603,715 | 2023 |
| Cns, LLC Defined Benefit/Defined Contribution Shared Accounts Mtia | Consolidated Nuclear Security, LLC | $494,016,986 | 2023 |
| Consolidated Nuclear Security Retirement Plan For Non-Bargaining Pantex Location Employees | Consolidated Nuclear Security, LLC | $423,572,450 | 2023 |
| Oak Ridge Associated Universities 403(B) Retirement Plan | Oak Ridge Associated Universities | $335,876,857 | 2023 |
| Oak Ridge Reservation Cleanup Contract Pension Plan For Grandfathered Employees | Ucor LLC | $326,955,201 | 2023 |
| Consolidated Nuclear Security 401(K) Plan For Bargaining Pantex Location Employees | Consolidated Nuclear Security, LLC | $325,168,713 | 2023 |
| Active Core Options Mtia | Consolidated Nuclear Security, LLC | $262,945,984 | 2023 |
| Retirement Plan For Bargaining Unit Employees Of The Metal Trades Council Of Consolidated Nuclear Security, LLC | Consolidated Nuclear Security, LLC | $234,887,938 | 2023 |
| United Cleanup Oak Ridge Retirement Savings Plan | Ucor LLC | $182,722,407 | 2023 |
| Consolidated Nuclear Security, LLC Retirement Plan For Bargaining Unit Members Of The Pantex Guards Union | Consolidated Nuclear Security, LLC | $84,395,285 | 2023 |
| Navarro Research And Engineering, Inc. 401(K) Plan | Navarro Research And Engineering, Inc. | $65,253,518 | 2023 |
| Y-12 Federal Credit Union Cash Balance Retirement Pension Plan | Y-12 Federal Credit Union | $59,898,005 | 2023 |
| Methodist Medical Center Of Oak Ridge Salary Deferral Plan For Union Employees | Methodist Medical Center Of Oak Ridge | $51,930,254 | 2023 |
| Pro2serve 401(K) Plan | Professional Project Services, Inc. | $39,339,607 | 2023 |
| Keylogic Technologies Corp. | Keylogic Technologies Corp. | $39,253,038 | 2023 |
| Y-12 Federal Credit Union 401(K) Plan And Trust | Y-12 Federal Credit Union | $33,849,966 | 2023 |
| Ornl Federal Credit Union 401(K) Plan And Trust | Ornl Federal Credit Union | $30,843,764 | 2023 |
| Edgewater Technical Associates, LLC 401(K) Plan Plan | Edgewater Technical Associates, LLC | $29,494,443 | 2023 |
Largest plans in Oak Ridge → · Oak Ridge plans with financial data → · $1B+ plans in Oak Ridge → · Providers by reported compensation →
Related Form 5500 pages
- All TN Form 5500 filings
- Pension Plan For Employees At Ornl (plan 001)
- Ut-Battelle, LLC — all reported plans
- Retirement Program Plan For Employees Of Consolidated Nuclear Security, LLC At The U.S. Department Of Energy At Oak Ridge, Tennessee (plan 001)
- Consolidated Nuclear Security, LLC — all reported plans
- Savings Plan For Employees At Ornl (plan 002)
- Defined Benefit Plans Mtia (plan 006)
- Savings Program For Employees Of Consolidated Nuclear Security, LLC At The U.S. Department Of Energy Facilities At Oak Ridge, Tennessee (plan 009)
- Defined Contribution Plans Mtia (plan 005)
- Target Date Funds Mtia (plan 003)
- Consolidated Nuclear Security, LLC 401(K) For Non-Bargaining Pantex Location Employees (plan 013)
- Cns, LLC Defined Benefit/Defined Contribution Shared Accounts Mtia (plan 022)
- Consolidated Nuclear Security Retirement Plan For Non-Bargaining Pantex Location Employees (plan 010)
- Oak Ridge Associated Universities 403(B) Retirement Plan (plan 001)
- Oak Ridge Associated Universities — all reported plans
- Oak Ridge Reservation Cleanup Contract Pension Plan For Grandfathered Employees (plan 335)
- Ucor LLC — all reported plans
- Consolidated Nuclear Security 401(K) Plan For Bargaining Pantex Location Employees (plan 012)
- Active Core Options Mtia (plan 004)
- Retirement Plan For Bargaining Unit Employees Of The Metal Trades Council Of Consolidated Nuclear Security, LLC (plan 002)
- Methodology
- Data sources