Ut-battelle, Llc 401(k) Plan: Login, Facts & Contact Information

Ut-battelle, Llc 401(k) Plan Facts

Plan name
SAVINGS PLAN FOR EMPLOYEES AT ORNL
Plan type
401(k) with employer contributions
Plan sponsor
UT-BATTELLE, LLC
Participants
8,873 (7,080 active employees)
Former employees with a balance
2,153
Plan assets
$1,753,105,022 at Dec 31, 2024
Average account balance
$196,912 across 8,903 accounts
Employer contributions
$22,990,351 in plan year 2024 (19% of all contributions)
Recordkeeper
Schwab Retirement Plan Services Inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Sep 1, 2010
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 19, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $120.4 million went into the plan in contributions, $23.0 million of it from the employer (19%).
  • $119.1 million was paid out to participants.
  • Investment and other income added $179.7 million.
  • Administrative expenses were $470,170, about $53 per account.

How the Ut-battelle, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20196,256$1.27 billion$13.2 million$76.7 million
20206,333$1.42 billion$15.0 million$67.9 million
20217,392$1.57 billion$16.7 million$98.8 million
20227,728$1.38 billion$17.9 million$84.5 million
20238,210$1.57 billion$20.2 million$99.7 million
20248,873$1.75 billion$23.0 million$119.1 million

Ut-battelle, Llc 401(k) Contact Information

Phone
865-341-2107
Mailing address
1 BETHEL VALLEY ROAD BLDG 4007, MS-6434, OAK RIDGE TN 378306465
Plan sponsor
UT-BATTELLE, LLC
Employer identification number (EIN)
62-1788235
Plan number
002

Questions about the Ut-battelle, Llc 401(k)

Does Ut-battelle, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $23.0 million, 19% of all contributions.

Does the Ut-battelle, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Ut-battelle, Llc 401(k) plan?

8,873 participants at the start of plan year 2024, 7,080 of them active employees, and 2,153 former employees who still had money in the plan.

What is the average 401(k) balance at Ut-battelle, Llc?

About $196,912 per account: $1.75 billion in plan assets across 8,903 accounts with a balance at the end of plan year 2024.

Who manages the Ut-battelle, Llc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Ut-battelle, Llc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: NO 604 4760 HIGHLAND DR, SALT LAKE CITY, UT, 841175149
Headquarter: 8905 TOWN CENTER PARKWAY, STE 1850, BRADENTON, FL, 342025129
Headquarter: 9 FARM SPRINGS ROAD, FARMINGTON, CT, 06032
Headquarter: 1800 HOWELL MILL ROAD, SUITE 325, ATLANTA, GA, 30318
Headquarter: 120 FIFTH AVENUE FAP HM 043A, PITTSBURGH, PA, 15222