Defined Benefit (Pension) · DOL Form 5500 · 2022

Knoxville Tva Ees Credit Union Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
352
Participants Below avg headcount
84th
Percentile by assets National rank
$96,986
Avg per participant Below avg balance/head
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Official DOL plan name: Knoxville Tva Employees Credit Union Defined Benefit Plan · Sponsored by Knoxville Tva Ees Credit Union · Tennessee · Finance & Insurance

$34M in assets, 352 participants

Knoxville Tva Ees Credit Union's Knoxville Tva Employees Credit Union Defined Benefit Plan reported $34M in total assets and 352 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,914 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

Knoxville Tva Employees Credit Union Defined Benefit Plan covers 352 participants in Tennessee, about 31% of the average Tennessee filer (state average ~1,126 per filing). Assets: $34M.

#6,914
in Finance & Insurance (9,261 peers)
-17.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Knoxville Tva Employees Credit Union Defined Benefit Plan's outsized position by total assets

Knoxville Tva Employees Credit Union Defined Benefit Plan vs every filed plan by assets

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

$34,139,042 Top 16% higher than 84% 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

Knoxville Tva Employees Credit Union Defined Benefit 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. Knoxville Tva Employees Credit Union Defined Benefit Plan sits mid-pack in the medium band (352 participants).

DOL schedule card

Filing strip 620263105 · Knoxville Tva Ees Credit Union PY 2022 · Defined Benefit (Pension)

Knoxville Tva Employees Credit Union Defined Benefit Plan · $34M · 352 · 84th

  • BOOK $34M
  • VS-ST 352
  • BOY 84th
  • SCH Defined Benefit (Pension)
  • EBSA near IBEW Local Union 64 Pension Plan
  • PART ind #6914

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 →

Knoxville Tva Employees Credit Union Defined Benefit Plan in the asset neighbourhood

Schulte Roth & Zabel LLP Partners' Cash Balance PlanSchulte Roth & Zabel LLP Par…$34MRetirement Plan of Wholesale Wine Salemen's Pensio Salesmen's Pension FundRetirement Plan of Wholesale…$34MKnoxville Tva Employees Credit Union Defined Benefit PlanKnoxville Tva Employees Cred…$34MIBEW Local Union 64 Pension PlanIBEW Local Union 64 Pension …$34MShell Federal Credit Union Retirement Pension PlanShell Federal Credit Union R…$34M
End-of-year total assets ($M) among Knoxville Tva Employees Credit Union Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$34M
Net Income-$7M
Employer EIN620263105
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Knoxville Tva Ees Credit Union)

Sponsor-wide plan assets over time

All Knoxville Tva Ees Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$82M 31.17914519096981% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $62.7M $82.3M ▲ +31.2%
Year Plans Participants Total Assets
2022 2 847 $63M
2023 2 853 $72M
2024 2 879 $82M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Knoxville Tva Employees Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Knoxville Tva Employees Credit Union Defined Benefit Plan, Total assets ($B): 0.034139042 · Participants: 352Knoxville Tva Employees Credit Union Defined Benefit 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
Knoxville Tva Employees Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Knoxville Tva Employees Credit Union Defined Benefit Plan side-by-side with 3 peers →

Knoxville Tva Employees Credit Union Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is IBEW Local Union 64 Pension Plan in OH ($34M); by covered participants it is Roseburg Forest Products Co Retirement Plan in OR (352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (352 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 Knoxville Tva Employees Credit Union Defined Benefit Plan assets move in 2022? ▼
Knoxville Tva Employees Credit Union Defined Benefit Plan declined sharply - down 17.4% during 2022, from $41M to $34M. Reported net income was -$7M.
How have Knoxville Tva Ees Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Knoxville Tva Ees Credit Union's sponsor-wide assets grew 31.2%, from $63M to $82M.
Where does Knoxville Tva Employees Credit Union Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Knoxville Tva Employees Credit Union Defined Benefit Plan ranks in the 84th 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 Knoxville Tva Employees Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local Union 64 Pension Plan in OH ($34M, 294 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Knoxville Tva Employees Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roseburg Forest Products Co Retirement Plan in OR (352 participants, $100M 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 620263105.

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.