401(k) · DOL Form 5500 · 2022

Southwest Tennessee Emc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
139
Participants Small participant base
63rd
Percentile by assets National rank
$66,320
Avg per participant Below avg balance/head
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Official DOL plan name: Southwest Tennessee Emc 401(k) Plan · Sponsored by Southwest Tennessee Emc · Tennessee · Utilities

$9M in assets, 139 participants

Southwest Tennessee Emc's Southwest Tennessee Emc 401(k) Plan reported $9M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #198 in Utilities (738 peers)

Coverage in Tennessee

Southwest Tennessee Emc 401(k) Plan covers 139 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.

#198
in Utilities (738 peers)
-20.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southwest Tennessee Emc 401(k) Plan's mid-pack asset rank among Utilities and all filers

Southwest Tennessee Emc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,218,528 Top 37% higher than 63% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Southwest Tennessee Emc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Tennessee Emc 401(k) Plan sits mid-pack in the medium band (139 participants).

Plan-year Form 5500 strip

Filing strip 620366645 · Southwest Tennessee Emc PY 2022 · 401(k)

Southwest Tennessee Emc 401(k) Plan · $9M · 139 · 63rd

  • ASSETS $9M
  • PCT 139
  • EIN 63rd
  • RANK 401(k)
  • PHOTO near Employees' Retirement Savings Plan
  • IND ind #198

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Utilities retirement plans → · Plans in Tennessee →

Southwest Tennessee Emc 401(k) Plan in the asset neighbourhood

Southwest Tennessee Emc 401(k) PlanSouthwest Tennessee Emc 401(…$9MEmployees' Retirement Savings PlanEmployees' Retirement Saving…$9MSafeguard Operations 401(k) PlanSafeguard Operations 401(k) …$9MGastrointestinal Consultants of Northeast Pennsylvania, P.C. Profit Sharing PlanGastrointestinal Consultants…$9MCornerstone Residential Management 401(k) Profit Sharing PlanCornerstone Residential Mana…$9M
End-of-year total assets ($M) among Southwest Tennessee Emc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN620366645
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Tennessee Emc)

Sponsor-wide plan assets over time

All Southwest Tennessee Emc plans reported in each filing year

Latest sponsor-wide plan assets
$14M 51.870287750929435% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.22M $14M ▲ +51.8%
Year Plans Participants Total Assets
2022 1 139 $9M
2023 1 137 $12M
2024 1 147 $14M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southwest Tennessee Emc 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Southwest Tennessee Emc 401(k) Plan, Total assets ($B): 0.009218528 · Participants: 139Southwest Tennessee Emc 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Southwest Tennessee Emc 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southwest Tennessee Emc 401(k) Plan side-by-side with 3 peers →

Southwest Tennessee Emc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Employees' Retirement Savings Plan in OH ($9M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southwest Tennessee Emc 401(k) Plan assets move in 2022? ▼
Southwest Tennessee Emc 401(k) Plan declined sharply - down 20.4% during 2022, from $12M to $9M. Reported net income was -$2M.
How have Southwest Tennessee Emc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Tennessee Emc's sponsor-wide assets grew 51.9%, from $9M to $14M.
Which 401(k) plans are similar in size to Southwest Tennessee Emc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employees' Retirement Savings Plan in OH ($9M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Tennessee Emc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620366645.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.