401(k) · DOL Form 5500 · 2023

State Volunteer Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
138
Participants Small participant base
86th
Percentile by assets National rank
$383,523
Avg per participant High balance/head
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Official DOL plan name: State Volunteer Mutual Insurance Company Thrift Plan · Sponsored by State Volunteer Mutual Insurance Company · Tennessee · Finance & Insurance

$53M in assets, 138 participants

State Volunteer Mutual Insurance Company's State Volunteer Mutual Insurance Company Thrift Plan reported $53M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,968 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

State Volunteer Mutual Insurance Company Thrift Plan covers 138 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $53M.

#6,968
in Finance & Insurance (8,869 peers)
+26.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$52,926,181 Top 14% higher than 86% 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

State Volunteer Mutual Insurance Company Thrift 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. State Volunteer Mutual Insurance Company Thrift Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • State Volunteer Mutual Insurance Company Thrift Plan reported net income rose from -$16M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • State Volunteer Mutual Insurance Company Thrift Plan end-of-year assets rose from $42M in the plan year 2022 filing to $53M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620965320 · State Volunteer Mutual Insurance Company PY 2023 · 401(k)

State Volunteer Mutual Insurance Company Thrift Plan · $53M · 138 · 86th

  • RANK $53M
  • PHOTO 138
  • IND 86th
  • EOY 401(k)
  • 5500 near Corcept 401 (K)
  • ASSETS ind #6968

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 Thrift Plan in the asset neighbourhood

High-Purity Silicon America Corporation Savings and Investment PlanHigh-Purity Silicon America …$53MState Volunteer Mutual Insurance Company Thrift PlanState Volunteer Mutual Insur…$53MCorcept 401 (K)$53MSavings Plan 2 for Administrative Staff of Cravath, Swaine & Moore LLPSavings Plan 2 for Administr…$53MThe Long Island Home 401(k) PlanThe Long Island Home 401(k) …$53M
End-of-year total assets ($M) among State Volunteer Mutual Insurance Company Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$53M
Net Income$11M
Employer EIN620965320
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (State Volunteer Mutual Insurance Company)

Sponsor-wide plan assets over time

All State Volunteer Mutual Insurance Company 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 401(k) Plans in Tennessee

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

State Volunteer Mutual Insurance Company Thrift Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants State Volunteer Mutual Insurance Company Thrift Plan, Total assets ($B): 0.052926181 · Participants: 138State Volunteer Mutual Insurance Company Thrift 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
State Volunteer Mutual Insurance Company Thrift Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare State Volunteer Mutual Insurance Company Thrift Plan side-by-side with 3 peers →

State Volunteer Mutual Insurance Company Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Corcept 401 (K) in CA ($53M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 State Volunteer Mutual Insurance Company Thrift Plan assets move in 2023? ▼
State Volunteer Mutual Insurance Company Thrift Plan grew sharply - up 26.0% during 2023, from $42M to $53M. Reported net income was $11M.
How have State Volunteer Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Volunteer Mutual Insurance Company's sponsor-wide assets grew 30.9%, from $89M to $116M.
Where does State Volunteer Mutual Insurance Company Thrift Plan rank by assets among Form 5500 filers? ▼
State Volunteer Mutual Insurance Company Thrift Plan ranks in the 86th 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 State Volunteer Mutual Insurance Company Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Corcept 401 (K) in CA ($53M, 298 participants).
Which 401(k) plans cover a similar participant headcount to State Volunteer Mutual Insurance Company Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 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.