401(k) · DOL Form 5500 · 2022
Bellsouth, LLC 401(k) Plan
Data updated 2026-08-06
- $2.1B
- Total assets
- 13,450
- Participants
- 99th
- Percentile by assets
- $158,851
- Avg per participant
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.
- 99th percentile by assets (of 139,258 plans)
- #2,874 in Information & Media (2,913 peers)
Coverage in Texas
Bellsouth Savings and Security Plan covers 13,450 participants in Texas, 19x the typical Texas plan (state average ~704 per filing). Assets: $2.1B.
- $2.1B
- total plan assets (2022 EOY)
- 13,450
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $158,851
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. Bellsouth Savings and Security Plan reports 13,450 participants - 19x that state average ($2.1B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $2.7B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | -$463M |
| Employer EIN | 581533433 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bellsouth, LLC)
| 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
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
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 (0.018% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.015% of 89,805,449 covered participants) - about $158,851 per participant (1.2x 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 (401(k), $2.5B, 11,993 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bellsouth Savings and Security Plan by total assets, not by location.
- Penn State Health 401(k) Savings Plan (PA) $2.1B · 16,910
- Building Service 32bj Supplemental Retirement Savings Plan (NY) $2.1B · 80,268
- Ally Financial Inc. Retirement Savings Plan (MI) $2.1B · 10,291
- Stanley Black & Decker Retirement Account Plan (CT) $2.1B · 25,137
Frequently Asked Questions
How did Bellsouth Savings and Security Plan assets move in 2022? ▼
How have Bellsouth, LLC plan assets changed over time? ▼
Where does Bellsouth Savings and Security Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bellsouth Savings and Security Plan? ▼
Next read for Bellsouth Savings and Security Plan
Filing takeaways
Ways to act on Bellsouth Savings and Security Plan's numbers.
- By total assets, Bellsouth Savings and Security Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Bellsouth, LLC's sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Information & Media plans