Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

VOLUNTEER ENERGY COOPERATIVE

This Defined Benefit (Pension) plan holds $23M in total assets and serves 56 participants as of 2024. It is sponsored by VOLUNTEER ENERGY COOPERATIVE in Tennessee. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$23M
Participants
56
State
Industry
Utilities

What the Filing Says About PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE

PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE is a Defined Benefit (Pension) retirement plan sponsored by VOLUNTEER ENERGY COOPERATIVE, headquartered in Tennessee. As of the 2024 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 56 participants across the Utilities industry. The sponsor's EIN on file with the U.S. Department of Labor is 620395590, and the plan has been effective since 1947-06-23. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $21M at the beginning of 2024 to $23M at year-end — a gain of 7.3%. Net assets (after liabilities) closed the year at $23M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$21M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$2M
Plan TypeDefined Benefit (Pension)
Employer EIN620395590
Plan Effective Date1947-06-23
Filing StatusFILING RECEIVED

Sponsor Plan History (VOLUNTEER ENERGY COOPERATIVE)

Year Plans Participants Total Assets
2022 1 69 $20M
2023 1 65 $21M
2024 1 56 $23M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Frequently Asked Questions

How much money is in the PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE?
As of the 2024 Form 5500 filing, PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE holds $23M in total assets with 56 participants. It is sponsored by VOLUNTEER ENERGY COOPERATIVE.
What type of plan is PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE?
PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE is a Defined Benefit (Pension) plan. It has been effective since 1947-06-23. The plan is filed with the U.S. Department of Labor under EIN 620395590.
Who sponsors the PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE?
PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE is sponsored by VOLUNTEER ENERGY COOPERATIVE, located in Tennessee. The sponsor's EIN is 620395590 and the plan operates in the Utilities industry.
How did PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE perform in 2024?
PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE grew by 7.3% during 2024, moving from $21M to $23M in total assets. Net income was $2M.
Where can I find official filings for PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE?
Official Form 5500 filings for PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620395590 or plan name at efast.dol.gov.
How does PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE compare to other plans?
You can compare PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE against other Defined Benefit (Pension) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 620395590.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.