Argonne National Laboratory 403(B) Employee Retirement Plan — Form 5500 plan (Uchicago Argonne, LLC Argonne National Laboratory)

Plain-English plan 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, Argonne National Laboratory 403(B) Employee Retirement Plan is a benefit plan reported by Uchicago Argonne, LLC Argonne National Laboratory under EIN 68-0628477 and plan number 005. The latest loaded filing year is 2023. The filing reports 5,634 participants and $1,577,078,821 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Uchicago Argonne, LLC Argonne National Laboratory
EIN
68-0628477
Plan number
005
Plan type
2
Location
Lemont, IL
Latest filing year
2023
Participants
5,634
End-of-year plan assets
$1,577,078,821

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,634H, C20240910154611NAL0003087571001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,577,078,821
Total liabilities (EOY)
$0
Net assets (EOY)
$1,577,078,821
Net assets (BOY)
$1,428,935,478

Income & contributions

Participant contributions
$46,345,846
Total contributions
$50,051,895
Total income / additions
$258,793,545

Expenses & distributions

Benefits paid
$110,462,833
Administrative expenses
$154,825
Total expenses
$110,650,202
Net increase / (decrease)
$148,143,343

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Inst Ops CoRECORDKEEPER$153,348$02023
Tiaa-CrefRECORDKEEPER$1,477$02023

Related Form 5500 pages