Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

KNOXVILLE TVA EES CREDIT UNION

This Defined Benefit (Pension) plan holds $34M in total assets and serves 352 participants as of 2022. It is sponsored by KNOXVILLE TVA EES CREDIT UNION in Tennessee. The plan reported a net loss of $7M for the year.

Total Assets (2023)
$34M
Participants
352
State
Industry
Finance & Insurance

What the Filing Says About KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN

KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN is a Defined Benefit (Pension) retirement plan sponsored by KNOXVILLE TVA EES CREDIT UNION, headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $34M in total end-of-year assets and covers 352 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 620263105, and the plan has been effective since 2004-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $41M at the beginning of 2022 to $34M at year-end — a decline of 17.4%. Net assets (after liabilities) closed the year at $34M, with reported net income of $-7,166,862 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$41M
Total Assets (End of Year)$34M
Net Assets (End of Year)$34M
Net Income$-7,166,862
Plan TypeDefined Benefit (Pension)
Employer EIN620263105
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (KNOXVILLE TVA EES CREDIT UNION)

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.

Frequently Asked Questions

How much money is in the KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN?
As of the 2022 Form 5500 filing, KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN holds $34M in total assets with 352 participants. It is sponsored by KNOXVILLE TVA EES CREDIT UNION.
What type of plan is KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN?
KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN is a Defined Benefit (Pension) plan. It has been effective since 2004-01-01. The plan is filed with the U.S. Department of Labor under EIN 620263105.
Who sponsors the KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN?
KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN is sponsored by KNOXVILLE TVA EES CREDIT UNION, located in Tennessee. The sponsor's EIN is 620263105 and the plan operates in the Finance & Insurance industry.
How did KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN perform in 2022?
KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN declined by 17.4% during 2022, moving from $41M to $34M in total assets. Net income was $-7,166,862.
Where can I find official filings for KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN?
Official Form 5500 filings for KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620263105 or plan name at efast.dol.gov.
How does KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN compare to other plans?
You can compare KNOXVILLE TVA EMPLOYEES CREDIT UNION DEFINED BENEFIT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.