401(k) · DOL Form 5500 · 2023

Southwest Tennessee Emc 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
137
Participants Small participant base
62nd
Percentile by assets National rank
$85,703
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southwest Tennessee Emc 401(k) Plan · Sponsored by Southwest Tennessee Emc · Tennessee · Utilities

$12M in assets, 137 participants

Southwest Tennessee Emc's Southwest Tennessee Emc 401(k) Plan reported $12M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #195 in Utilities (721 peers)

Coverage in Tennessee

Southwest Tennessee Emc 401(k) Plan covers 137 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $12M.

#195
in Utilities (721 peers)
+27.4%
assets growth YoY

Southwest Tennessee Emc 401(k) Plan's mid-pack asset rank among Utilities and all filers

Southwest Tennessee Emc 401(k) Plan vs every filed plan by assets

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

$11,741,341 Top 38% higher than 62% 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

Southwest Tennessee Emc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Tennessee Emc 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southwest Tennessee Emc 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Southwest Tennessee Emc 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Southwest Tennessee Emc 401(k) Plan reported participants fell from 139 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620366645 · Southwest Tennessee Emc PY 2023 · 401(k)

Southwest Tennessee Emc 401(k) Plan · $12M · 137 · 62nd

  • EBSA $12M
  • EBSA 137
  • EBSA 62nd
  • EBSA 401(k)
  • EBSA near Cohen & Feeley, P.C., Profit Sharing Trust
  • EBSA ind #195

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 →

Southwest Tennessee Emc 401(k) Plan in the asset neighbourhood

Southwest Tennessee Emc 401(k) PlanSouthwest Tennessee Emc 401(…$12MCohen & Feeley, P.C., Profit Sharing TrustCohen & Feeley, P.C., Profit…$12MBachman Machine Company 401(k) Profit Sharing PlanBachman Machine Company 401(…$12MDfk Management, Inc. 401(k) PlanDfk Management, Inc. 401(k) …$12MKeystone Urology Specialists Retirement PlanKeystone Urology Specialists…$12M
End-of-year total assets ($M) among Southwest Tennessee Emc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN620366645
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southwest Tennessee Emc)

Sponsor-wide plan assets over time

All Southwest Tennessee Emc plans reported in each filing year

Latest sponsor-wide plan assets
$14M 51.870287750929435% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.22M $14M ▲ +51.8%
Year Plans Participants Total Assets
2022 1 139 $9M
2023 1 137 $12M
2024 1 147 $14M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Southwest Tennessee Emc 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Southwest Tennessee Emc 401(k) Plan, Total assets ($B): 0.011741341 · Participants: 137Southwest Tennessee Emc 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Southwest Tennessee Emc 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southwest Tennessee Emc 401(k) Plan side-by-side with 3 peers →

Southwest Tennessee Emc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Cohen & Feeley, P.C., Profit Sharing Trust in PA ($12M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Southwest Tennessee Emc 401(k) Plan assets move in 2023? ▼
Southwest Tennessee Emc 401(k) Plan grew sharply - up 27.4% during 2023, from $9M to $12M. Reported net income was $3M.
How have Southwest Tennessee Emc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southwest Tennessee Emc's sponsor-wide assets grew 51.9%, from $9M to $14M.
Which 401(k) plans are similar in size to Southwest Tennessee Emc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cohen & Feeley, P.C., Profit Sharing Trust in PA ($12M, 22 participants).
Which 401(k) plans cover a similar participant headcount to Southwest Tennessee Emc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 620366645.

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.