Defined Benefit (Pension) · DOL Form 5500 · 2023
State Volunteer Mutual Insurance Co Pension Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 109
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $485,720
- Avg per participant High balance/head
Official DOL plan name: State Volunteer Mutual Insurance Company Retirement Plan · Sponsored by State Volunteer Mutual Insurance Co · Tennessee · Finance & Insurance
$53M in assets, 109 participants
State Volunteer Mutual Insurance Co's State Volunteer Mutual Insurance Company Retirement Plan reported $53M in total assets and 109 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.
- #6,969 in Finance & Insurance (8,869 peers)
Coverage in Tennessee
State Volunteer Mutual Insurance Company Retirement Plan covers 109 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $53M.
- #6,969
- in Finance & Insurance (8,869 peers)
- +12.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
State Volunteer Mutual Insurance Company Retirement Plan's outsized position by total assets
State Volunteer Mutual Insurance Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$52,943,463 Top 14% higher than 86% of 127,068 filed plans
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 Retirement 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 Retirement Plan sits mid-pack in the medium band (109 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- State Volunteer Mutual Insurance Company Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- State Volunteer Mutual Insurance Company Retirement Plan end-of-year assets rose from $47M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- State Volunteer Mutual Insurance Company Retirement Plan reported participants fell from 122 in the plan year 2022 filing to 109 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 620965320 · State Volunteer Mutual Insurance Co PY 2023 · Defined Benefit (Pension)
State Volunteer Mutual Insurance Company Retirement Plan · $53M · 109 · 86th
- TYPE $53M
- NET 109
- BOOK 86th
- VS-ST Defined Benefit (Pension)
- BOY near Vassar College Defined Benefit Pension Plan
- SCH ind #6969
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 Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $6M |
| Employer EIN | 620965320 |
| Plan Effective Date | 1977-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (State Volunteer Mutual Insurance Co)
Sponsor-wide plan assets over time
All State Volunteer Mutual Insurance Co plans reported in each filing year
- Latest sponsor-wide plan assets
- $116M 30.911023760192364% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 261 | $89M |
| 2023 | 2 | 247 | $106M |
| 2024 | 2 | 249 | $116M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.6B · 139,031
- Retirement Plan of International Paper Company $8.8B · 20,164
- Pace Industry Union-Management Pension Fund $2.7B · 3,192
- Pension Plan for Employees at Ornl $2.5B · 5,801
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.1B · 2,710
State Volunteer Mutual Insurance Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Vassar College Defined Benefit Pension Plan in NY ($53M); by covered participants it is Farmers Mutual Hail Insurance Company of Iowa Retirement Plan in IA (109 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Vassar College Defined Benefit Pension Plan (NY) $53M · 233
- The Pension Plan for Hourly Paid Employees of Diageo North America, Inc. at Its Plant at Plainfield, Il (NY) $53M · 384
- First Technology Credit Union Employees' Pension Plan (OR) $53M · 105
- Patriot Federal Credit Union Retirement Pension Plan (PA) $53M · 107
Similar participant headcount
Nearest other-state filings by covered participants (109 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.