401(k) · DOL Form 5500 · 2022

Tennessee Insurance Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$224K
Total assets Small plan by assets
5
Participants Small participant base
11th
Percentile by assets National rank
$44,803
Avg per participant Low balance/head
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Official DOL plan name: Tennessee Insurance Advisors Retirement Plan · Sponsored by Tennessee Insurance Advisors, Inc. · Tennessee · Finance & Insurance

$224K in assets, 5 participants

Tennessee Insurance Advisors, Inc.'s Tennessee Insurance Advisors Retirement Plan reported $224K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

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

2022 asset change

Tennessee Insurance Advisors Retirement Plan grew at a solid clip 14.7% in 2022 ($195K → $224K) for 5 participants.

#658
in Finance & Insurance (9,261 peers)
+14.7%
assets growth YoY

Tennessee Insurance Advisors Retirement Plan among the smaller filed plans by assets

Tennessee Insurance Advisors Retirement Plan vs every filed plan by assets

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

$224,013 11th percentile higher than 11% 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

Tennessee Insurance Advisors Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tennessee Insurance Advisors Retirement Plan is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 814846243 · Tennessee Insurance Advisors, Inc. PY 2022 · 401(k)

Tennessee Insurance Advisors Retirement Plan · $224K · 5 · 11th

  • PART $224K
  • TYPE 5
  • NET 11th
  • BOOK 401(k)
  • VS-ST near Tiki Taxi & Cruises, Inc. 401(k) Plan
  • BOY ind #658

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 →

Tennessee Insurance Advisors Retirement Plan in the asset neighbourhood

Tennessee Insurance Advisors Retirement PlanTennessee Insurance Advisors…$224KTiki Taxi & Cruises, Inc. 401(k) PlanTiki Taxi & Cruises, Inc. 40…$224KOff Leash Dog Training Enterprises, Inc. 401(k) PlanOff Leash Dog Training Enter…$224KTranslytix LLC 401(k) Plan$224KAnchor Real Estate Inc Retirement PlanAnchor Real Estate Inc Retir…$224K
End-of-year total assets ($M) among Tennessee Insurance Advisors Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee Insurance Advisors, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Tennessee Insurance Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.1M$0.2M$0.3M 20222023 $0.22M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 5 $224K
2023 1 7 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$195K
Net Assets (End of Year)$224K
Net Income$29K
Employer EIN814846243
Plan Effective Date2017-01-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Tennessee Insurance Advisors Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Tennessee Insurance Advisors Retirement Plan, Total assets ($B): 0.000224013 · Participants: 5Tennessee Insurance Advisors Retirement 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
Tennessee Insurance Advisors Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Tennessee Insurance Advisors Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Tiki Taxi & Cruises, Inc. 401(k) Plan in FL ($224K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($224K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Tennessee Insurance Advisors Retirement Plan assets move in 2022?
Tennessee Insurance Advisors Retirement Plan grew at a solid clip - up 14.7% during 2022, from $195K to $224K. Reported net income was $29K.
Where does Tennessee Insurance Advisors Retirement Plan rank by assets among Form 5500 filers?
Tennessee Insurance Advisors Retirement Plan ranks in the 11th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Tennessee Insurance Advisors Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Tiki Taxi & Cruises, Inc. 401(k) Plan in FL ($224K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Tennessee Insurance Advisors Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K in assets).