401(k) · DOL Form 5500 · 2024

State Volunteer Mutual Insurance Company 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
143
Participants Small participant base
86th
Percentile by assets National rank
$416,582
Avg per participant High balance/head
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Official DOL plan name: State Volunteer Mutual Insurance Company Thrift Plan · Sponsored by State Volunteer Mutual Insurance Company · Tennessee · Finance & Insurance

$60M in assets, 143 participants

State Volunteer Mutual Insurance Company's State Volunteer Mutual Insurance Company Thrift Plan reported $60M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,694 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

State Volunteer Mutual Insurance Company Thrift Plan covers 143 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $60M.

#6,694
in Finance & Insurance (8,549 peers)
+12.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

State Volunteer Mutual Insurance Company Thrift Plan's outsized position by total assets

State Volunteer Mutual Insurance Company Thrift Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$59,571,268 Top 14% higher than 86% 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

State Volunteer Mutual Insurance Company Thrift 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. State Volunteer Mutual Insurance Company Thrift Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • State Volunteer Mutual Insurance Company Thrift Plan reported net income fell from $11M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • State Volunteer Mutual Insurance Company Thrift Plan end-of-year assets rose from $53M in the plan year 2023 filing to $60M in the plan year 2024 filing.
  • State Volunteer Mutual Insurance Company Thrift Plan reported participants rose from 138 in the plan year 2023 filing to 143 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620965320 · State Volunteer Mutual Insurance Company PY 2024 · 401(k)

State Volunteer Mutual Insurance Company Thrift Plan · $60M · 143 · 86th

  • EIN $60M
  • RANK 143
  • PHOTO 86th
  • IND 401(k)
  • EOY near Crystal Dynamics, Inc. 401(k) Plan
  • 5500 ind #6694

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 Finance & Insurance retirement plans → · Plans in Tennessee →

State Volunteer Mutual Insurance Company Thrift Plan in the asset neighbourhood

Tracelink 401(k) Plan$60MState Volunteer Mutual Insurance Company Thrift PlanState Volunteer Mutual Insur…$60MCrystal Dynamics, Inc. 401(k) PlanCrystal Dynamics, Inc. 401(k…$60MFibertek, Inc. 401(k) Plan$60MDes Architects + Engineers 401(k) Profit Sharing PlanDes Architects + Engineers 4…$60M
End-of-year total assets ($M) among State Volunteer Mutual Insurance Company Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$60M
Net Income$7M
Employer EIN620965320
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (State Volunteer Mutual Insurance Company)

Sponsor-wide plan assets over time

All State Volunteer Mutual Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$116M 30.911023760192364% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $88.9M $116M ▲ +30.9%
Year Plans Participants Total Assets
2022 2 261 $89M
2023 2 247 $106M
2024 2 249 $116M

Nearby 401(k) Plans in Tennessee

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

State Volunteer Mutual Insurance Company Thrift Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants State Volunteer Mutual Insurance Company Thrift Plan, Total assets ($B): 0.059571268 · Participants: 143State Volunteer Mutual Insurance Company Thrift 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
State Volunteer Mutual Insurance Company Thrift Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare State Volunteer Mutual Insurance Company Thrift Plan side-by-side with 3 peers →

State Volunteer Mutual Insurance Company Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Crystal Dynamics, Inc. 401(k) Plan in CA ($60M); by covered participants it is Blairex Laboratories, Inc. 401(k) in IN (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 State Volunteer Mutual Insurance Company Thrift Plan assets move in 2024? ▼
State Volunteer Mutual Insurance Company Thrift Plan grew at a solid clip - up 12.6% during 2024, from $53M to $60M. Reported net income was $7M.
How have State Volunteer Mutual Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Volunteer Mutual Insurance Company's sponsor-wide assets grew 30.9%, from $89M to $116M.
Where does State Volunteer Mutual Insurance Company Thrift Plan rank by assets among Form 5500 filers? ▼
State Volunteer Mutual Insurance Company Thrift Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to State Volunteer Mutual Insurance Company Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crystal Dynamics, Inc. 401(k) Plan in CA ($60M, 298 participants).
Which 401(k) plans cover a similar participant headcount to State Volunteer Mutual Insurance Company Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blairex Laboratories, Inc. 401(k) in IN (143 participants, N/A 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 620965320.

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.