Defined Benefit (Pension) · DOL Form 5500 · 2023
Cumberland Securities, Inc. Pension Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Cumberland Securities, Inc. Defined Benefit Pension Plan · Sponsored by Cumberland Securities, Inc. · Tennessee · Finance & Insurance
$6M in assets, 6 participants
Cumberland Securities, Inc.'s Cumberland Securities, Inc. Defined Benefit Pension Plan reported $6M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #3,046 in Finance & Insurance (8,869 peers)
Cumberland Securities, Inc. multi-year trail
Cumberland Securities, Inc.'s plans moved -12.2% in assets from 2022 to 2024; this filing shows Cumberland Securities, Inc. Defined Benefit Pension Plan at $6M / 6 participants.
- #3,046
- in Finance & Insurance (8,869 peers)
- -4.6%
- assets change YoY
The plan reported a net loss of $293K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cumberland Securities, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers
Cumberland Securities, Inc. Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,008,878 48th percentile higher than 48% 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
Cumberland Securities, Inc. Defined Benefit Pension Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cumberland Securities, Inc. Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cumberland Securities, Inc. Defined Benefit Pension Plan reported net income fell from $284K in the plan year 2022 filing to -$293K in the plan year 2023 filing.
- Cumberland Securities, Inc. Defined Benefit Pension Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 453047907 · Cumberland Securities, Inc. PY 2023 · Defined Benefit (Pension)
Cumberland Securities, Inc. Defined Benefit Pension Plan · $6M · 6 · 48th
- VS-ST $6M
- VS-ST 6
- VS-ST 48th
- VS-ST Defined Benefit (Pension)
- VS-ST near Retirement Plan of the Association of the Bar of the City of New York
- VS-ST ind #3046
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 →
Cumberland Securities, Inc. Defined Benefit Pension Plan in the asset neighbourhood
Cumberland Securities, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Cumberland Securities, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 12.187984982020952% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $6M |
| 2023 | 1 | 6 | $6M |
| 2024 | 1 | 6 | $6M |
Cumberland Securities, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$293K |
| Employer EIN | 453047907 |
| Plan Effective Date | 2012-05-01 |
| Filing Status | FILING RECEIVED |
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
Cumberland Securities, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Retirement Plan of the Association of the Bar of the City of New York in NY ($6M); by covered participants it is Reprop Investments Inc Cash Balance Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 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.