401(k) · DOL Form 5500 · 2022

State Volunteer Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
139
Participants Small participant base
86th
Percentile by assets National rank
$302,092
Avg per participant High balance/head
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Official DOL plan name: State Volunteer Mutual Insurance Company Thrift Plan · Sponsored by State Volunteer Mutual Insurance Company · Tennessee · Finance & Insurance

$42M in assets, 139 participants

State Volunteer Mutual Insurance Company's State Volunteer Mutual Insurance Company Thrift Plan reported $42M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,251 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

State Volunteer Mutual Insurance Company Thrift Plan covers 139 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $42M.

#7,251
in Finance & Insurance (9,261 peers)
-27.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State Volunteer Mutual Insurance Company Thrift Plan's outsized position by total assets

State Volunteer Mutual Insurance Company Thrift Plan vs every filed plan by assets

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

$41,990,774 Top 14% higher than 86% 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

State Volunteer Mutual Insurance Company Thrift 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. State Volunteer Mutual Insurance Company Thrift Plan sits mid-pack in the medium band (139 participants).

Plan-year Form 5500 strip

Filing strip 620965320 · State Volunteer Mutual Insurance Company PY 2022 · 401(k)

State Volunteer Mutual Insurance Company Thrift Plan · $42M · 139 · 86th

  • EBSA $42M
  • EBSA 139
  • EBSA 86th
  • EBSA 401(k)
  • EBSA near The Mennel Milling Company Savings and Investment Plan and Trust
  • EBSA ind #7251

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 Finance & Insurance retirement plans → · Plans in Tennessee →

State Volunteer Mutual Insurance Company Thrift Plan in the asset neighbourhood

Shoe Show Retirement Savings PlanShoe Show Retirement Savings…$42MBlackhawk Industrial Distribution, Inc. 401(k) PlanBlackhawk Industrial Distrib…$42MState Volunteer Mutual Insurance Company Thrift PlanState Volunteer Mutual Insur…$42MThe Mennel Milling Company Savings and Investment Plan and TrustThe Mennel Milling Company S…$42MWillowtree 401(k) Profit Sharing PlanWillowtree 401(k) Profit Sha…$42M
End-of-year total assets ($M) among State Volunteer Mutual Insurance Company Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$42M
Net Income-$16M
Employer EIN620965320
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (State Volunteer Mutual Insurance Company)

Sponsor-wide plan assets over time

All State Volunteer Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$116M 30.911023760192364% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88.9M $116M ▲ +30.9%
Year Plans Participants Total Assets
2022 2 261 $89M
2023 2 247 $106M
2024 2 249 $116M

Nearby 401(k) Plans in Tennessee

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

State Volunteer Mutual Insurance Company Thrift Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants State Volunteer Mutual Insurance Company Thrift Plan, Total assets ($B): 0.041990774 · Participants: 139State Volunteer Mutual Insurance Company Thrift 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
State Volunteer Mutual Insurance Company Thrift Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare State Volunteer Mutual Insurance Company Thrift Plan side-by-side with 3 peers →

State Volunteer Mutual Insurance Company Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is The Mennel Milling Company Savings and Investment Plan and Trust in OH ($42M); 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 State Volunteer Mutual Insurance Company Thrift Plan assets move in 2022? ▼
State Volunteer Mutual Insurance Company Thrift Plan declined sharply - down 27.5% during 2022, from $58M to $42M. Reported net income was -$16M.
How have State Volunteer Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Volunteer Mutual Insurance Company's sponsor-wide assets grew 30.9%, from $89M to $116M.
Where does State Volunteer Mutual Insurance Company Thrift Plan rank by assets among Form 5500 filers? ▼
State Volunteer Mutual Insurance Company Thrift Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to State Volunteer Mutual Insurance Company Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Mennel Milling Company Savings and Investment Plan and Trust in OH ($42M, 523 participants).
Which 401(k) plans cover a similar participant headcount to State Volunteer Mutual Insurance Company Thrift 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 620965320.

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.