Defined Benefit (Pension) · DOL Form 5500 · 2023

Volunteer Energy Cooperative Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
65
Participants Small participant base
74th
Percentile by assets National rank
$323,503
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Employees of Volunteer Energy Cooperative · Sponsored by Volunteer Energy Cooperative · Tennessee · Utilities

$21M in assets, 65 participants

Volunteer Energy Cooperative's Pension Plan for Employees of Volunteer Energy Cooperative reported $21M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #258 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Pension Plan for Employees of Volunteer Energy Cooperative ranks #258 of 721 2023 filers by assets (2553% of the sector average)-$21M for 65 participants.

#258
in Utilities (721 peers)
+2.9%
assets growth YoY

Pension Plan for Employees of Volunteer Energy Cooperative's outsized position by total assets

Pension Plan for Employees of Volunteer Energy Cooperative vs every filed plan by assets

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

$21,027,669 Top 26% higher than 74% 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

Pension Plan for Employees of Volunteer Energy Cooperative among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Volunteer Energy Cooperative is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of Volunteer Energy Cooperative reported net income rose from -$8M in the plan year 2022 filing to $597K in the plan year 2023 filing.
  • Pension Plan for Employees of Volunteer Energy Cooperative reported participants fell from 69 in the plan year 2022 filing to 65 in the plan year 2023 filing.
  • Pension Plan for Employees of Volunteer Energy Cooperative end-of-year assets rose from $20M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620395590 · Volunteer Energy Cooperative PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Volunteer Energy Cooperative · $21M · 65 · 74th

  • EBSA $21M
  • PART 65
  • TYPE 74th
  • NET Defined Benefit (Pension)
  • BOOK near Retirement Plan for Employees of Richardson Aviation
  • VS-ST ind #258

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 Utilities retirement plans → · Plans in Tennessee →

Pension Plan for Employees of Volunteer Energy Cooperative in the asset neighbourhood

Retirement Plan for Employees of Richardson AviationRetirement Plan for Employee…$21MPension Plan for Employees of Volunteer Energy CooperativePension Plan for Employees o…$21MWestinghouse Pension Plan for Operations in Puerto RicoWestinghouse Pension Plan fo…$21MRetirement Plan for Bargaining and Non-Bargaining Employees of Hale MakuaRetirement Plan for Bargaini…$21MEmployees Annuity Plan - Products (Se)Pipe Line CorporationEmployees Annuity Plan - Pro…$21M
End-of-year total assets ($M) among Pension Plan for Employees of Volunteer Energy Cooperative and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$597K
Employer EIN620395590
Plan Effective Date1947-06-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Volunteer Energy Cooperative)

Sponsor-wide plan assets over time

All Volunteer Energy Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$23M 10.446294131890317% vs 2022
2024 filing year
$20M$21M$22M$23M 202220232024 $20.4M $22.6M ▲ +10.4%
Year Plans Participants Total Assets
2022 1 69 $20M
2023 1 65 $21M
2024 1 56 $23M

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Plan for Employees of Volunteer Energy Cooperative vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Pension Plan for Employees of Volunteer Energy Cooperative, Total assets ($B): 0.021027669 · Participants: 65Pension Plan for Employees of Volunteer Energy CooperativeFedex 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
Pension Plan for Employees of Volunteer Energy Cooperative vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Pension Plan for Employees of Volunteer Energy Cooperative side-by-side with 3 peers →

Pension Plan for Employees of Volunteer Energy Cooperative's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Richardson Aviation in TX ($21M); by covered participants it is T. W. Garner Food Company Employees' Pension Plan in NC (65 participants). Same-state nearby plans are listed separately above.

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 Pension Plan for Employees of Volunteer Energy Cooperative assets move in 2023? ▼
Pension Plan for Employees of Volunteer Energy Cooperative edged up modestly - up 2.9% during 2023, from $20M to $21M. Reported net income was $597K.
How have Volunteer Energy Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Volunteer Energy Cooperative's sponsor-wide assets grew 10.4%, from $20M to $23M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Volunteer Energy Cooperative? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Richardson Aviation in TX ($21M, 38 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Volunteer Energy Cooperative? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is T. W. Garner Food Company Employees' Pension Plan in NC (65 participants, $22M 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 620395590.

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.