401(k)
2022 plan-year 401(k) DOL Form 5500

Books-a-Million, Inc. 401(k) Plan

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

Sponsored by Books-a-Million, Inc. · Alabama · Retail Trade

What the 2023 filing shows

Books-a-Million, Inc. 401(k) Plan holds $31M for 3,559 participants — about $8,705 per participant, down 22.0% over the 2022 plan year.

$31M
total plan assets (2022 EOY)
3,559
covered participants
$8,705
avg assets per participant
-22.0%
assets change YoY

The plan reported a net loss of $9M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$31M
Participants
3,559
State
Industry
Retail Trade

What the Filing Says About Books-a-Million, Inc. 401(k) Plan

Books-a-Million, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Books-a-Million, Inc., headquartered in Alabama. As of the 2022 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 3,559 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 630798460, and the plan has been effective since 1972-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $40M at the beginning of 2022 to $31M at year-end — a decline of 22.0%. Net assets (after liabilities) closed the year at $31M, with reported net income of $-8,749,500 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)$40M
Total Assets (End of Year)$31M
Net Assets (End of Year)$31M
Net Income$-8,749,500
Plan Type401(k)
Employer EIN630798460
Plan Effective Date1972-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Books-a-Million, Inc.)

Year Plans Participants Total Assets
2022 1 3,559 $31M
2023 1 3,564 $35M
2024 1 3,020 $40M

Nearby 401(k) Plans in Alabama

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

Frequently Asked Questions

How much money is in the Books-a-Million, Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Books-a-Million, Inc. 401(k) Plan holds $31M in total assets with 3,559 participants. It is sponsored by Books-a-Million, Inc..
What type of plan is Books-a-Million, Inc. 401(k) Plan?
Books-a-Million, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1972-12-31. The plan is filed with the U.S. Department of Labor under EIN 630798460.
Who sponsors the Books-a-Million, Inc. 401(k) Plan?
Books-a-Million, Inc. 401(k) Plan is sponsored by Books-a-Million, Inc., located in Alabama. The sponsor's EIN is 630798460 and the plan operates in the Retail Trade industry.
How did Books-a-Million, Inc. 401(k) Plan perform in 2022?
Books-a-Million, Inc. 401(k) Plan declined by 22.0% during 2022, moving from $40M to $31M in total assets. Net income was $-8,749,500.
Where can I find official filings for Books-a-Million, Inc. 401(k) Plan?
Official Form 5500 filings for Books-a-Million, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 630798460 or plan name at efast.dol.gov.
How does Books-a-Million, Inc. 401(k) Plan compare to other plans?
You can compare Books-a-Million, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Alabama 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 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 630798460.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.