Defined Benefit (Pension) · DOL Form 5500 · 2023

Tennessee Farmers Mutual Insurance Company Pension Plan

Data updated 2026-08-11

$861M
Total assets: 817
Participants: 98th
Percentile by assets: $1.1M
Avg per participant

Official DOL plan name: Retirement Plan of Tennessee Farmers Mutual Insura · Sponsored by Tennessee Farmers Mutual Insurance Company · Tennessee · Finance & Insurance

$861M in assets, 817 participants

Tennessee Farmers Mutual Insurance Company's Retirement Plan of Tennessee Farmers Mutual Insura reported $861M in total assets and 817 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 127,072 plans)
#8,614 in Finance & Insurance (8,869 peers)

Where Retirement Plan of Tennessee Farmers Mutual Insura sits by assets

Retirement Plan of Tennessee Farmers Mutual Insura sits in the top 5% of all filed plans by assets, $861M for 817 participants (~$1.1M/participant), up 12.2% in 2023.

$861M
total plan assets (2023 EOY): 817
covered participants: 98th
percentile by assets (of 127,072 plans): $1.1M
avg assets per participant

Where Retirement Plan of Tennessee Farmers Mutual Insura sits by total assets

Retirement Plan of Tennessee Farmers Mutual Insura vs every filed plan by assets

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

$860,718,401 Top 2% higher than 98% 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

Retirement Plan of Tennessee Farmers Mutual Insura reported net income rose from -$133M in the plan year 2022 filing to $92M in the plan year 2023 filing.
Retirement Plan of Tennessee Farmers Mutual Insura end-of-year assets rose from $767M in the plan year 2022 filing to $861M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Tennessee

Industry

Finance & Insurance

Retirement Plan of Tennessee Farmers Mutual Insura vs the 2023 asset distribution

By assets, Retirement Plan of Tennessee Farmers Mutual Insura outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 8.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$767M
Net Assets (End of Year)	$861M
Net Income	$92M
Employer EIN	620516475
Plan Effective Date	1963-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Tennessee Farmers Mutual Insurance Company)

Total plan assets by year, all Tennessee Farmers Mutual Insurance Company plans on file

Year	Plans	Participants	Total Assets
2022	2	1,663	$913M
2023	2	1,634	$1.0B
2024	2	1,665	$1.1B

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Retirement Plan of Tennessee Farmers Mutual Insura vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants

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

Compare Retirement Plan of Tennessee Farmers Mut… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan of Tennessee Farmers Mutual Insura by total assets, not by location.

National Fuel Gas Company Retirement Plan (NY) $862M · 930
Local 580 Pension Fund (NY) $859M · 1,665
Mack UAW Pension Plan (NC) $864M · 1,123
The Estee Lauder Companies Retirement Growth Account Plan (NY) $855M · 7,965

Frequently Asked Questions

How did Retirement Plan of Tennessee Farmers Mutual Insura assets move in 2023? ▼

Retirement Plan of Tennessee Farmers Mutual Insura grew at a solid clip - up 12.2% during 2023, from $767M to $861M. Reported net income was $92M.

How have Tennessee Farmers Mutual Insurance Company plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Tennessee Farmers Mutual Insurance Company's sponsor-wide assets grew 21.7%, from $913M to $1.1B.

Where does Retirement Plan of Tennessee Farmers Mutual Insura rank by assets among Form 5500 filers? ▼

Retirement Plan of Tennessee Farmers Mutual Insura ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Retirement Plan of Tennessee Farmers Mutual Insura? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is National Fuel Gas Company Retirement Plan in NY ($862M, 930 participants).

Next read for Retirement Plan of Tennessee Farmers Mut…

Scale reading

Ways to act on Retirement Plan of Tennessee Farmers Mutual Insura's numbers.

By total assets, Retirement Plan of Tennessee Farmers Mutual Insura ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Tennessee. Compare plans
Tennessee Farmers Mutual Insurance Company's sponsor-wide assets have grown 21.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 620516475.