Defined Benefit (Pension) · DOL Form 5500 · 2023

Tennessee Education Association Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
12
Participants Small participant base
52nd
Percentile by assets National rank
$614,773
Avg per participant High balance/head
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Official DOL plan name: Tennessee Education Association Employees' Retirement Plan · Sponsored by Tennessee Education Association · Tennessee · Educational Services

$7M in assets, 12 participants

Tennessee Education Association's Tennessee Education Association Employees' Retirement Plan reported $7M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #1,340 in Educational Services (3,735 peers)

Tennessee Education Association multi-year trail

Tennessee Education Association's plans moved +12.6% in assets from 2022 to 2024; this filing shows Tennessee Education Association Employees' Retirement Plan at $7M / 12 participants.

#1,340
in Educational Services (3,735 peers)
+5.2%
assets growth YoY

Tennessee Education Association Employees' Retirement Plan's mid-pack asset rank among Educational Services and all filers

Tennessee Education Association Employees' Retirement Plan vs every filed plan by assets

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

$7,377,277 Top 48% higher than 52% 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

Tennessee Education Association Employees' Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tennessee Education Association Employees' Retirement Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tennessee Education Association Employees' Retirement Plan reported net income fell from $611K in the plan year 2022 filing to $366K in the plan year 2023 filing.
  • Tennessee Education Association Employees' Retirement Plan reported participants fell from 14 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Tennessee Education Association Employees' Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 620380018 · Tennessee Education Association PY 2023 · Defined Benefit (Pension)

Tennessee Education Association Employees' Retirement Plan · $7M · 12 · 52nd

  • TYPE $7M
  • TYPE 12
  • TYPE 52nd
  • TYPE Defined Benefit (Pension)
  • TYPE near Pension Plan for Employees of Diemolding Corporation
  • TYPE ind #1340

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 Educational Services retirement plans → · Plans in Tennessee →

Tennessee Education Association Employees' Retirement Plan in the asset neighbourhood

M & R Distributors International, Inc. Defined Benefit Pension PlanM & R Distributors Internati…$7MTennessee Education Association Employees' Retirement PlanTennessee Education Associat…$7MPension Plan for Employees of Diemolding CorporationPension Plan for Employees o…$7MRichker Metals, Inc. Defined Benefit Pension PlanRichker Metals, Inc. Defined…$7MSulzer Pumps (US) Inc. Portland Hourly Employees Pension PlanSulzer Pumps (US) Inc. Portl…$7M
End-of-year total assets ($M) among Tennessee Education Association Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tennessee Education Association multi-year asset trail

Sponsor-wide plan assets over time

All Tennessee Education Association plans reported in each filing year

Latest sponsor-wide plan assets
$8M 12.573886034984952% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $7.01M $7.89M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 14 $7M
2023 1 12 $7M
2024 1 8 $8M

Tennessee Education Association filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$366K
Employer EIN620380018
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Tennessee Education Association Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Tennessee Education Association Employees' Retirement Plan, Total assets ($B): 0.007377277 · Participants: 12Tennessee Education Association Employees' Retirement 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
Tennessee Education Association Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Tennessee Education Association Employees' Retirement Plan side-by-side with 3 peers →

Tennessee Education Association Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Diemolding Corporation in NY ($7M); by covered participants it is Niagara Frontier Anesthesia Services, LLP Cash Balance Plan in NY (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Tennessee Education Association Employees' Retirement Plan assets move in 2023? ▼
Tennessee Education Association Employees' Retirement Plan grew at a solid clip - up 5.2% during 2023, from $7M to $7M. Reported net income was $366K.
How have Tennessee Education Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tennessee Education Association's sponsor-wide assets grew 12.6%, from $7M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Tennessee Education Association Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Diemolding Corporation in NY ($7M, 50 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tennessee Education Association Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Niagara Frontier Anesthesia Services, LLP Cash Balance Plan in NY (12 participants, N/A 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 620380018.

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.