Defined Benefit (Pension) · DOL Form 5500 · 2022

State Volunteer Mutual Insurance Co Pension Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
122
Participants Small participant base
87th
Percentile by assets National rank
$384,689
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: State Volunteer Mutual Insurance Company Retirement Plan · Sponsored by State Volunteer Mutual Insurance Co · Tennessee · Finance & Insurance

$47M in assets, 122 participants

State Volunteer Mutual Insurance Co's State Volunteer Mutual Insurance Company Retirement Plan reported $47M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,401 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

State Volunteer Mutual Insurance Company Retirement Plan covers 122 participants in Tennessee, about 11% of the average Tennessee filer (state average ~1,126 per filing). Assets: $47M.

#7,401
in Finance & Insurance (9,261 peers)
-22.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$46,932,033 Top 13% higher than 87% 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 Retirement 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 Retirement Plan sits mid-pack in the medium band (122 participants).

Published 5500 schedule card

Filing strip 620965320 · State Volunteer Mutual Insurance Co PY 2022 · Defined Benefit (Pension)

State Volunteer Mutual Insurance Company Retirement Plan · $47M · 122 · 87th

  • PHOTO $47M
  • IND 122
  • EOY 87th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Insulators Local No. 27 Pension Plan
  • PCT ind #7401

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 Retirement Plan in the asset neighbourhood

Four Winds, Inc. Retirement Income PlanFour Winds, Inc. Retirement …$47MInsulators Local No. 27 Pension PlanInsulators Local No. 27 Pens…$47MState Volunteer Mutual Insurance Company Retirement PlanState Volunteer Mutual Insur…$47MFoley & Lardner LLP Pension PlanFoley & Lardner LLP Pension …$47MAtlas Copco Pension Plan$47M
End-of-year total assets ($M) among State Volunteer Mutual Insurance Company Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$47M
Net Income-$14M
Employer EIN620965320
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (State Volunteer Mutual Insurance Co)

Sponsor-wide plan assets over time

All State Volunteer Mutual Insurance Co 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 Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

State Volunteer Mutual Insurance Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants State Volunteer Mutual Insurance Company Retirement Plan, Total assets ($B): 0.046932033 · Participants: 122State Volunteer Mutual Insurance Company Retirement PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
State Volunteer Mutual Insurance Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare State Volunteer Mutual Insurance Company Retirement Plan side-by-side with 3 peers →

State Volunteer Mutual Insurance Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Insulators Local No. 27 Pension Plan in MO ($47M); by covered participants it is La Rabida Employees Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Retirement Plan assets move in 2022? ▼
State Volunteer Mutual Insurance Company Retirement Plan declined sharply - down 22.5% during 2022, from $61M to $47M. Reported net income was -$14M.
How have State Volunteer Mutual Insurance Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Volunteer Mutual Insurance Co's sponsor-wide assets grew 30.9%, from $89M to $116M.
Where does State Volunteer Mutual Insurance Company Retirement Plan rank by assets among Form 5500 filers? ▼
State Volunteer Mutual Insurance Company Retirement Plan ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to State Volunteer Mutual Insurance Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Insulators Local No. 27 Pension Plan in MO ($47M, 161 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to State Volunteer Mutual Insurance Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is La Rabida Employees Retirement Plan in IL (122 participants, $28M 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.