401(k) · DOL Form 5500 · 2024

Southwest Tennessee Emc 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
147
Participants Small participant base
63rd
Percentile by assets National rank
$95,239
Avg per participant Below avg balance/head
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Official DOL plan name: Southwest Tennessee Emc 401(k) Plan · Sponsored by Southwest Tennessee Emc · Tennessee · Utilities

$14M in assets, 147 participants

Southwest Tennessee Emc's Southwest Tennessee Emc 401(k) Plan reported $14M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #224 in Utilities (732 peers)

Coverage in Tennessee

Southwest Tennessee Emc 401(k) Plan covers 147 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $14M.

#224
in Utilities (732 peers)
+19.2%
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 2024 · DOL Form 5500

$14,000,205 Top 37% higher than 63% of 123,620 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 2024

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

Plan-year 2024 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 (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southwest Tennessee Emc 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Southwest Tennessee Emc 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Southwest Tennessee Emc 401(k) Plan reported participants rose from 137 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620366645 · Southwest Tennessee Emc PY 2024 · 401(k)

Southwest Tennessee Emc 401(k) Plan · $14M · 147 · 63rd

  • VS-ST $14M
  • VS-ST 147
  • VS-ST 63rd
  • VS-ST 401(k)
  • VS-ST near Tmc Technologies 401(k) Plan
  • VS-ST ind #224

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(…$14MTmc Technologies 401(k) Plan$14MProgressive International Profit Sharing/401(k) PlanProgressive International Pr…$14MNorth Dakota Farmers Union Employee Salary Savings PlanNorth Dakota Farmers Union E…$14MDirect Marketing Solutions, Inc. 401(k) Profit Sharing PlanDirect Marketing Solutions, …$14M
End-of-year total assets ($M) among Southwest Tennessee Emc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
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): 0.014000205 · Participants: 147Southwest Tennessee Emc 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/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 Tmc Technologies 401(k) Plan in WV ($14M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Southwest Tennessee Emc 401(k) Plan grew sharply - up 19.2% during 2024, from $12M to $14M. Reported net income was $2M.
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 Tmc Technologies 401(k) Plan in WV ($14M, 132 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 Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.