401(k) · DOL Form 5500 · 2022

Bush Brothers & Company 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
730
Participants Near avg headcount
88th
Percentile by assets National rank
$69,343
Avg per participant Below avg balance/head
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Official DOL plan name: Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement · Sponsored by Bush Brothers & Company · Tennessee · Manufacturing

$51M in assets, 730 participants

Bush Brothers & Company's Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement reported $51M in total assets and 730 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #16,990 in Manufacturing (20,602 peers)

Where Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement sits by assets

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement sits in the top quartile of all filed plans by assets, $51M for 730 participants (~$69,343/participant), down 22.8% in 2022.

#16,990
in Manufacturing (20,602 peers)
-22.8%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement's outsized position by total assets

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$50,620,372 Top 12% higher than 88% of 139,123 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 2022

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement sits mid-pack in the medium band (730 participants).

DOL schedule card

Filing strip 620145910 · Bush Brothers & Company PY 2022 · 401(k)

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement · $51M · 730 · 88th

  • EBSA $51M
  • EBSA 730
  • EBSA 88th
  • EBSA 401(k)
  • EBSA near Stemilt Growers, LLC 401(k) Savings Plan & Trust
  • EBSA ind #16990

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 Manufacturing retirement plans → · Plans in Tennessee →

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in the asset neighbourhood

Wright Service Corp. 401(k) Retirement PlanWright Service Corp. 401(k) …$51MBerger Singerman, LLP 401(k) and Profit-Sharing PlanBerger Singerman, LLP 401(k)…$51MAmalie Oil Company Profit Sharing 401(k) PlanAmalie Oil Company Profit Sh…$51MBush Brothers & Company Employees' 401(k) Plan and Trust AgreementBush Brothers & Company Empl…$51MStemilt Growers, LLC 401(k) Savings Plan & TrustStemilt Growers, LLC 401(k) …$51M
End-of-year total assets ($M) among Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$51M
Net Income-$15M
Employer EIN620145910
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bush Brothers & Company)

Sponsor-wide plan assets over time

All Bush Brothers & Company plans reported in each filing year

Latest sponsor-wide plan assets
$299M 21.144341327119715% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $247M $299M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 1,387 $247M
2023 2 1,346 $277M
2024 2 1,365 $299M

Nearby 401(k) Plans in Tennessee

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

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement, Total assets ($B): 0.050620372 · Participants: 730Bush Brothers & Company Employees' 401(k) Plan and Trust AgreementFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement side-by-side with 3 peers →

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Stemilt Growers, LLC 401(k) Savings Plan & Trust in WA ($51M); by covered participants it is The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan in MD (730 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (730 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement assets move in 2022? ▼
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement declined sharply - down 22.8% during 2022, from $66M to $51M. Reported net income was -$15M.
How have Bush Brothers & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bush Brothers & Company's sponsor-wide assets grew 21.1%, from $247M to $299M.
Where does Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is Stemilt Growers, LLC 401(k) Savings Plan & Trust in WA ($51M, 2,518 participants).
Which 401(k) plans cover a similar participant headcount to Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan in MD (730 participants, $52M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620145910.

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.