Defined Benefit (Pension) · DOL Form 5500 · 2023

Knoxville Tva Ees Credit Union Pension Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
322
Participants Below avg headcount
82nd
Percentile by assets National rank
$118,264
Avg per participant Near 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

$38M in assets, 322 participants

Knoxville Tva Ees Credit Union's Knoxville Tva Employees Credit Union Defined Benefit Plan reported $38M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,480 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Knoxville Tva Employees Credit Union Defined Benefit Plan covers 322 participants in Tennessee, about 29% of the average Tennessee filer (state average ~1,126 per filing). Assets: $38M.

#6,480
in Finance & Insurance (8,869 peers)
+11.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$38,081,017 Top 18% higher than 82% 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 Defined Benefit 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 Defined Benefit Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Knoxville Tva Employees Credit Union Defined Benefit Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Knoxville Tva Employees Credit Union Defined Benefit Plan end-of-year assets rose from $34M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Knoxville Tva Employees Credit Union Defined Benefit Plan reported participants fell from 352 in the plan year 2022 filing to 322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620263105 · Knoxville Tva Ees Credit Union PY 2023 · Defined Benefit (Pension)

Knoxville Tva Employees Credit Union Defined Benefit Plan · $38M · 322 · 82nd

  • 5500 $38M
  • 5500 322
  • 5500 82nd
  • 5500 Defined Benefit (Pension)
  • 5500 near Local 305 CIO Pension Fund
  • 5500 ind #6480

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' Pension PlanSchulte Roth & Zabel LLP Par…$38MKramer Levin Employees' Retirement PlanKramer Levin Employees' Reti…$38MKnoxville Tva Employees Credit Union Defined Benefit PlanKnoxville Tva Employees Cred…$38MLocal 305 CIO Pension Fund$38MWeyco Group, Inc. Pension PlanWeyco Group, Inc. Pension Pl…$38M
End-of-year total assets ($M) among Knoxville Tva Employees Credit Union Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$4M
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): 0.038081017 · Participants: 322Knoxville Tva Employees Credit Union Defined Benefit PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension 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): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
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 Local 305 CIO Pension Fund in NY ($38M); by covered participants it is Munich Reinsurance America, Inc. Pension Plan in NJ (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Defined Benefit Plan assets move in 2023? ▼
Knoxville Tva Employees Credit Union Defined Benefit Plan grew at a solid clip - up 11.5% during 2023, from $34M to $38M. Reported net income was $4M.
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 82nd 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 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 Local 305 CIO Pension Fund in NY ($38M, 6 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 Munich Reinsurance America, Inc. Pension Plan in NJ (322 participants, $518M 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.