Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Retirement Plan of Tennessee Farmers Mutual Insura

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Tennessee Farmers Mutual Insurance Company · Tennessee · Finance & Insurance

What the 2023 filing shows

Retirement Plan of Tennessee Farmers Mutual Insura holds $861M for 817 participants — about $1.1M per participant, up 12.2% over the 2023 plan year.

$861M
total plan assets (2023 EOY)
817
covered participants
$1.1M
avg assets per participant
+12.2%
assets growth YoY
Total Assets (2023)
$861M
Participants
817
State
Industry
Finance & Insurance

What the Filing Says About Retirement Plan of Tennessee Farmers Mutual Insura

Retirement Plan of Tennessee Farmers Mutual Insura is a Defined Benefit (Pension) retirement plan sponsored by Tennessee Farmers Mutual Insurance Company, headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $861M in total end-of-year assets and covers 817 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 620516475, and the plan has been effective since 1963-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $767M at the beginning of 2023 to $861M at year-end — a gain of 12.2%. Net assets (after liabilities) closed the year at $861M, with reported net income of $92M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$767M
Total Assets (End of Year)$861M
Net Assets (End of Year)$861M
Net Income$92M
Plan TypeDefined Benefit (Pension)
Employer EIN620516475
Plan Effective Date1963-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tennessee Farmers Mutual Insurance Company)

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.

Frequently Asked Questions

How much money is in the Retirement Plan of Tennessee Farmers Mutual Insura?
As of the 2023 Form 5500 filing, Retirement Plan of Tennessee Farmers Mutual Insura holds $861M in total assets with 817 participants. It is sponsored by Tennessee Farmers Mutual Insurance Company.
What type of plan is Retirement Plan of Tennessee Farmers Mutual Insura?
Retirement Plan of Tennessee Farmers Mutual Insura is a Defined Benefit (Pension) plan. It has been effective since 1963-10-01. The plan is filed with the U.S. Department of Labor under EIN 620516475.
Who sponsors the Retirement Plan of Tennessee Farmers Mutual Insura?
Retirement Plan of Tennessee Farmers Mutual Insura is sponsored by Tennessee Farmers Mutual Insurance Company, located in Tennessee. The sponsor's EIN is 620516475 and the plan operates in the Finance & Insurance industry.
How did Retirement Plan of Tennessee Farmers Mutual Insura perform in 2023?
Retirement Plan of Tennessee Farmers Mutual Insura grew by 12.2% during 2023, moving from $767M to $861M in total assets. Net income was $92M.
Where can I find official filings for Retirement Plan of Tennessee Farmers Mutual Insura?
Official Form 5500 filings for Retirement Plan of Tennessee Farmers Mutual Insura are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620516475 or plan name at efast.dol.gov.
How does Retirement Plan of Tennessee Farmers Mutual Insura compare to other plans?
You can compare Retirement Plan of Tennessee Farmers Mutual Insura against other Defined Benefit (Pension) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.