401(k) · DOL Form 5500 · 2022

Bellsouth, LLC 401(k) Plan

Data updated 2026-08-25

$2.1B
Total assets Very large vs avg
13,450
Participants Very large workforce
99th
Percentile by assets National rank
$158,851
Avg per participant Above avg balance/head
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Official DOL plan name: Bellsouth Savings and Security Plan · Sponsored by Bellsouth, LLC · Texas · Information & Media

$2.1B in assets, 13,450 participants

Bellsouth, LLC's Bellsouth Savings and Security Plan reported $2.1B in total assets and 13,450 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #2,873 in Information & Media (2,911 peers)

Coverage in Texas

Bellsouth Savings and Security Plan covers 13,450 participants in Texas, 20x the typical Texas plan (state average ~688 per filing). Assets: $2.1B.

#2,873
in Information & Media (2,911 peers)
-19.7%
assets change YoY
21×
vs typical plan assets (national mean)

The plan reported a net loss of $463M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bellsouth Savings and Security Plan's outsized position by total assets

Bellsouth Savings and Security Plan vs every filed plan by assets

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

$2,136,545,000 Top 1% higher than 99% 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

Bellsouth Savings and Security Plan's mega-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellsouth Savings and Security Plan is a mega filing (13,450 participants), the rightmost band on the breakdown.

Plan-year Form 5500 strip

Filing strip 581533433 · Bellsouth, LLC PY 2022 · 401(k)

Bellsouth Savings and Security Plan · $2.1B · 13,450 · 99th

  • RANK $2.1B
  • PHOTO 13,450
  • IND 99th
  • EOY 401(k)
  • 5500 near Penn State Health 401(k) Savings Plan
  • ASSETS ind #2873

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 Information & Media retirement plans → · Plans in Texas →

Bellsouth Savings and Security Plan in the asset neighbourhood

Ally Financial Inc. Retirement Savings PlanAlly Financial Inc. Retireme…$2.1BBellsouth Savings and Security PlanBellsouth Savings and Securi…$2.1BPenn State Health 401(k) Savings PlanPenn State Health 401(k) Sav…$2.1BBuilding Service 32bj Supplemental Retirement Savings PlanBuilding Service 32bj Supple…$2.1BStanley Black & Decker Retirement Account PlanStanley Black & Decker Retir…$2.1B
End-of-year total assets ($B) among Bellsouth Savings and Security Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$2.7B
Net Assets (End of Year)$2.1B
Net Income-$463M
Employer EIN581533433
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellsouth, LLC)

Sponsor-wide plan assets over time

All Bellsouth, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 18.358237247518776% vs 2022
2024 filing year
$2B$2.2B$2.4B$2.6B 202220232024 $2.14B $2.53B ▲ +18.2%
Year Plans Participants Total Assets
2022 1 13,450 $2.1B
2023 1 12,774 $2.3B
2024 1 11,993 $2.5B

Nearby 401(k) Plans in Texas

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

Bellsouth Savings and Security Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000 010203040 Total assets ($B) Participants Bellsouth Savings and Security Plan, Total assets ($B): 2.136545 · Participants: 13450Bellsouth Savings and Security PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Bellsouth Savings and Security Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bellsouth Savings and Security Plan side-by-side with 3 peers →

Scale composition for Bellsouth Savings and Security Plan

Bellsouth Savings and Security Plan reports $2.1B in end-of-year assets across 13,450 participants (0.017% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $158,851 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2022 was -$463M.

This plan identity (EIN 581533433, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.5B (+18.4%) while covered participants moved from 13,450 to 11,993 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 13,450 $2.1B This page
2023 12,774 $2.3B Open filing
2024 · index core 11,993 $2.5B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Bellsouth Savings and Security Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Penn State Health 401(k) Savings Plan in PA ($2.1B); by covered participants it is First American Financial Corporation 401(k) Savings Plan in CA (13,456 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (13,450 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 Bellsouth Savings and Security Plan assets move in 2022? ▼
Bellsouth Savings and Security Plan declined sharply - down 19.7% during 2022, from $2.7B to $2.1B. Reported net income was -$463M.
How have Bellsouth, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellsouth, LLC's sponsor-wide assets grew 18.4%, from $2.1B to $2.5B.
Where does Bellsouth Savings and Security Plan rank by assets among Form 5500 filers? ▼
Bellsouth Savings and Security Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Bellsouth Savings and Security Plan? ▼
Among 401(k) plans in other states, the closest by assets is Penn State Health 401(k) Savings Plan in PA ($2.1B, 16,910 participants).
Which 401(k) plans cover a similar participant headcount to Bellsouth Savings and Security Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First American Financial Corporation 401(k) Savings Plan in CA (13,456 participants, $1.9B 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 581533433.

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.