Defined Benefit (Pension) · DOL Form 5500 · 2024

Cumberland Securities, Inc. Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
6
Participants Small participant base
44th
Percentile by assets National rank
$922,287
Avg per participant High balance/head
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Official DOL plan name: Cumberland Securities, Inc. Defined Benefit Pension Plan · Sponsored by Cumberland Securities, Inc. · Tennessee · Finance & Insurance

$6M in assets, 6 participants

Cumberland Securities, Inc.'s Cumberland Securities, Inc. Defined Benefit Pension Plan reported $6M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,535 in Finance & Insurance (8,549 peers)

Cumberland Securities, Inc. multi-year trail

Cumberland Securities, Inc.'s plans moved -12.2% in assets from 2022 to 2024; this filing shows Cumberland Securities, Inc. Defined Benefit Pension Plan at $6M / 6 participants.

#2,535
in Finance & Insurance (8,549 peers)
-7.9%
assets change YoY

The plan reported a net loss of $475K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cumberland Securities, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Cumberland Securities, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$5,533,720 44th percentile higher than 44% 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

Cumberland Securities, Inc. Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cumberland Securities, Inc. Defined Benefit Pension Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cumberland Securities, Inc. Defined Benefit Pension Plan reported net income fell from -$293K in the plan year 2023 filing to -$475K in the plan year 2024 filing.
  • Cumberland Securities, Inc. Defined Benefit Pension Plan end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 453047907 · Cumberland Securities, Inc. PY 2024 · Defined Benefit (Pension)

Cumberland Securities, Inc. Defined Benefit Pension Plan · $6M · 6 · 44th

  • TYPE $6M
  • NET 6
  • BOOK 44th
  • VS-ST Defined Benefit (Pension)
  • BOY near Midwest Agency, LLP Defined Benefit Plan
  • SCH ind #2535

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 →

Cumberland Securities, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Midwest Agency, LLP Defined Benefit PlanMidwest Agency, LLP Defined …$6MThe Pension Plan of Community Action Organization of Erie County, Inc.The Pension Plan of Communit…$6MAza Cash Balance Plan$6MCumberland Securities, Inc. Defined Benefit Pension PlanCumberland Securities, Inc. …$6MConner & Winters Pension Plan$6M
End-of-year total assets ($M) among Cumberland Securities, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Cumberland Securities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Cumberland Securities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 12.187984982020952% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $6.3M $5.53M ▼ -12.2%
Year Plans Participants Total Assets
2022 1 6 $6M
2023 1 6 $6M
2024 1 6 $6M

Cumberland Securities, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$475K
Employer EIN453047907
Plan Effective Date2012-05-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Cumberland Securities, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Cumberland Securities, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.00553372 · Participants: 6Cumberland Securities, Inc. Defined Benefit Pension 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
Cumberland Securities, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Cumberland Securities, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Cumberland Securities, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Midwest Agency, LLP Defined Benefit Plan in NE ($6M); by covered participants it is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Cumberland Securities, Inc. Defined Benefit Pension Plan assets move in 2024? ▼
Cumberland Securities, Inc. Defined Benefit Pension Plan pulled back noticeably - down 7.9% during 2024, from $6M to $6M. Reported net income was -$475K.
How have Cumberland Securities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cumberland Securities, Inc.'s sponsor-wide assets declined 12.2%, from $6M to $6M.
Which Defined Benefit (Pension) plans are similar in size to Cumberland Securities, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Midwest Agency, LLP Defined Benefit Plan in NE ($6M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cumberland Securities, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is White Oak Pictures Inc Defined Benefit Pension Plan in CA (6 participants, $2M 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 453047907.

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.