401(k) · DOL Form 5500 · 2023

Knoxville Tva Employees Credit Union 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
531
Participants Below avg headcount
81st
Percentile by assets National rank
$64,652
Avg per participant Low balance/head
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Official DOL plan name: Knoxville Tva Employees Credit Union Employee Savings Plan · Sponsored by Knoxville Tva Employees Credit Union · Tennessee · Finance & Insurance

$34M in assets, 531 participants

Knoxville Tva Employees Credit Union's Knoxville Tva Employees Credit Union Employee Savings Plan reported $34M in total assets and 531 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,310 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Knoxville Tva Employees Credit Union Employee Savings Plan covers 531 participants in Tennessee, about 47% of the average Tennessee filer (state average ~1,126 per filing). Assets: $34M.

#6,310
in Finance & Insurance (8,869 peers)
+20.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Knoxville Tva Employees Credit Union Employee Savings Plan's outsized position by total assets

Knoxville Tva Employees Credit Union Employee Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$34,330,098 Top 19% higher than 81% of 127,068 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 2023

Knoxville Tva Employees Credit Union Employee Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Knoxville Tva Employees Credit Union Employee Savings Plan sits mid-pack in the medium band (531 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Knoxville Tva Employees Credit Union Employee Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Knoxville Tva Employees Credit Union Employee Savings Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Knoxville Tva Employees Credit Union Employee Savings Plan reported participants rose from 495 in the plan year 2022 filing to 531 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 620263105 · Knoxville Tva Employees Credit Union PY 2023 · 401(k)

Knoxville Tva Employees Credit Union Employee Savings Plan · $34M · 531 · 81st

  • SCH $34M
  • SCH 531
  • SCH 81st
  • SCH 401(k)
  • SCH near Esi-US Holdings 401(k) Plan
  • SCH ind #6310

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 Employee Savings Plan in the asset neighbourhood

Knoxville Tva Employees Credit Union Employee Savings PlanKnoxville Tva Employees Cred…$34MEsi-US Holdings 401(k) Plan$34MVerista, Inc. 401(k) Plan$34MMichigan Institute for Neurological Disorders 401(k) & Profit Sharing PlanMichigan Institute for Neuro…$34MFlaster/Greenberg P. C. Profit Sharing PlanFlaster/Greenberg P. C. Prof…$34M
End-of-year total assets ($M) among Knoxville Tva Employees Credit Union Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN620263105
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Knoxville Tva Employees Credit Union)

Sponsor-wide plan assets over time

All Knoxville Tva Employees 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 401(k) Plans in Tennessee

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

Knoxville Tva Employees Credit Union Employee Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Knoxville Tva Employees Credit Union Employee Savings Plan, Total assets ($B): 0.034330098 · Participants: 531Knoxville Tva Employees Credit Union Employee Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Knoxville Tva Employees Credit Union Employee Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Knoxville Tva Employees Credit Union Employee Savings Plan side-by-side with 3 peers →

Knoxville Tva Employees Credit Union Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Esi-US Holdings 401(k) Plan in MI ($34M); by covered participants it is Rag & Bone Industries, LLC 401(k) Plan in NY (531 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (531 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 Employee Savings Plan assets move in 2023? ▼
Knoxville Tva Employees Credit Union Employee Savings Plan grew sharply - up 20.2% during 2023, from $29M to $34M. Reported net income was $6M.
How have Knoxville Tva Employees Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Knoxville Tva Employees Credit Union's sponsor-wide assets grew 31.2%, from $63M to $82M.
Where does Knoxville Tva Employees Credit Union Employee Savings Plan rank by assets among Form 5500 filers? ▼
Knoxville Tva Employees Credit Union Employee Savings Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Knoxville Tva Employees Credit Union Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Esi-US Holdings 401(k) Plan in MI ($34M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Knoxville Tva Employees Credit Union Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rag & Bone Industries, LLC 401(k) Plan in NY (531 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.