UT-Battelle 401(k) match, vesting and fees
What UT-Battelle's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Mcconnell & Jones LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 135 defined-contribution plans in professional, scientific, and technical services with 5,000 to 9,999 participants.
| UT-Battelle: employer contribution per participant | $2,582 | |
| Peer median | $2,490 |
| UT-Battelle: average balance | $196,912 | |
| Peer median | $122,161 |
| UT-Battelle: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.6B at the end of plan year 2021 to $1.8B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 9,356 | $1.8B | $23M | $2,582 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 8,873 | $1.6B | $20.2M | $2,404 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 8,210 | $1.4B | $17.9M | $2,300 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 7,728 | $1.6B | $16.7M | $2,286 | 0.03% | Not published | Form 5500 ↗ |
Other UT-Battelle plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Savings Plan for Igua Employees at Ornl
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Pension Plan for Employees at Ornl
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Mcconnell & Jones LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does UT-Battelle match 401(k) contributions?
The match terms for the Savings Plan for Employees at Ornl have not been published from its filing yet. The plan year 2024 filing reports $23M in employer contributions, about $2,582 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the UT-Battelle 401(k) match vested?
The vesting schedule for the Savings Plan for Employees at Ornl is not in the data published so far. Your Summary Plan Description states it.
Who manages the UT-Battelle 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services Inc. The plan administrator is Ut-Battelle, LLC.
I left UT-Battelle. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ut-Battelle, LLC, (865) 341-2107) or the recordkeeper, Schwab Retirement Plan Services Inc. The UT-Battelle old 401(k) page lists the contacts from every plan filing. Find an old UT-Battelle 401(k)
Data from the public Form 5500 annual reports UT-Battelle filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with UT-Battelle. Not financial advice. Report a correction · Methodology