Defined Benefit (Pension) · DOL Form 5500 · 2024

State Volunteer Mutual Insurance Co Pension Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
106
Participants Small participant base
86th
Percentile by assets National rank
$536,212
Avg per participant High balance/head
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Official DOL plan name: State Volunteer Mutual Insurance Company Retirement Plan · Sponsored by State Volunteer Mutual Insurance Co · Tennessee · Finance & Insurance

$57M in assets, 106 participants

State Volunteer Mutual Insurance Co's State Volunteer Mutual Insurance Company Retirement Plan reported $57M in total assets and 106 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.

  • #6,620 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

State Volunteer Mutual Insurance Company Retirement Plan covers 106 participants in Tennessee, about 9% of the average Tennessee filer (state average ~1,126 per filing). Assets: $57M.

#6,620
in Finance & Insurance (8,549 peers)
+7.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

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

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

$56,838,489 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 Retirement 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 Retirement Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • State Volunteer Mutual Insurance Company Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • State Volunteer Mutual Insurance Company Retirement Plan end-of-year assets rose from $53M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • State Volunteer Mutual Insurance Company Retirement Plan reported participants fell from 109 in the plan year 2023 filing to 106 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 620965320 · State Volunteer Mutual Insurance Co PY 2024 · Defined Benefit (Pension)

State Volunteer Mutual Insurance Company Retirement Plan · $57M · 106 · 86th

  • 5500 $57M
  • ASSETS 106
  • PCT 86th
  • EIN Defined Benefit (Pension)
  • RANK near Glencore Ltd. Defined Benefit Plan
  • PHOTO ind #6620

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 Retirement Plan in the asset neighbourhood

Sheet Metal Workers' Local No. 40 Pension FundSheet Metal Workers' Local N…$57MPension Plan of Chevron Mining Inc. for Employees Represented by the UmwaPension Plan of Chevron Mini…$57MGlencore Ltd. Defined Benefit PlanGlencore Ltd. Defined Benefi…$57MState Volunteer Mutual Insurance Company Retirement PlanState Volunteer Mutual Insur…$57MUnivest Financial Corporation Retirement PlanUnivest Financial Corporatio…$57M
End-of-year total assets ($M) among State Volunteer Mutual Insurance Company Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$57M
Net Income$4M
Employer EIN620965320
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (State Volunteer Mutual Insurance Co)

Sponsor-wide plan assets over time

All State Volunteer Mutual Insurance Co 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 Defined Benefit (Pension) Plans in Tennessee

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

State Volunteer Mutual Insurance Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants State Volunteer Mutual Insurance Company Retirement Plan, Total assets ($B): 0.056838489 · Participants: 106State Volunteer Mutual Insurance Company Retirement PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.858555454 · Participants: 125941Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.18942151 · Participants: 20795Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.839667916 · Participants: 3134Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.400126032 · Participants: 6357Pension 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): 1.97251328 · Participants: 2516Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
State Volunteer Mutual Insurance Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare State Volunteer Mutual Insurance Company Retirement Plan side-by-side with 3 peers →

State Volunteer Mutual Insurance Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Glencore Ltd. Defined Benefit Plan in NY ($57M); by covered participants it is The Jewish Home & Hospital Retirement Plan in NY (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Retirement Plan assets move in 2024? ▼
State Volunteer Mutual Insurance Company Retirement Plan grew at a solid clip - up 7.4% during 2024, from $53M to $57M. Reported net income was $4M.
How have State Volunteer Mutual Insurance Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Volunteer Mutual Insurance Co's sponsor-wide assets grew 30.9%, from $89M to $116M.
Where does State Volunteer Mutual Insurance Company Retirement Plan rank by assets among Form 5500 filers? ▼
State Volunteer Mutual Insurance Company Retirement 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 Defined Benefit (Pension) plans are similar in size to State Volunteer Mutual Insurance Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Glencore Ltd. Defined Benefit Plan in NY ($57M, 89 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to State Volunteer Mutual Insurance Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Jewish Home & Hospital Retirement Plan in NY (106 participants, $78M 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.