401(k) · DOL Form 5500 · 2022
Bass, Berry & Sims 401(k) Plan
Data updated 2026-08-25
- $256M
- Total assets Near avg plan size
- 501
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $509,989
- Avg per participant High balance/head
Official DOL plan name: Bass, Berry & Sims Retirement & Savings Plan · Sponsored by Bass, Berry & Sims · Tennessee · Professional & Technical Services
$256M in assets, 501 participants
Bass, Berry & Sims's Bass, Berry & Sims Retirement & Savings Plan reported $256M in total assets and 501 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #20,999 in Professional & Technical Services (21,562 peers)
Coverage in Tennessee
Bass, Berry & Sims Retirement & Savings Plan covers 501 participants in Tennessee, about 44% of the average Tennessee filer (state average ~1,126 per filing). Assets: $256M.
- #20,999
- in Professional & Technical Services (21,562 peers)
- -18.4%
- assets change YoY
- 2.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $58M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bass, Berry & Sims Retirement & Savings Plan's outsized position by total assets
Bass, Berry & Sims Retirement & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$255,504,358 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Bass, Berry & Sims Retirement & Savings Plan 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. Bass, Berry & Sims Retirement & Savings Plan sits mid-pack in the medium band (501 participants).
Form 5500 schedule snapshot
Filing strip 620125540 · Bass, Berry & Sims PY 2022 · 401(k)
Bass, Berry & Sims Retirement & Savings Plan · $256M · 501 · 96th
- PART $256M
- PART 501
- PART 96th
- PART 401(k)
- PART near Mondelez Global LLC Tip Plan
- PART ind #20999
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Bass, Berry & Sims Retirement & Savings Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $313M |
|---|---|
| Net Assets (End of Year) | $256M |
| Net Income | -$58M |
| Employer EIN | 620125540 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bass, Berry & Sims)
Sponsor-wide plan assets over time
All Bass, Berry & Sims plans reported in each filing year
- Latest sponsor-wide plan assets
- $355M 39.11601969622765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 501 | $256M |
| 2023 | 1 | 545 | $321M |
| 2024 | 1 | 537 | $355M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $21.0B · 220,835
- Hca 401(k) Plan $18.7B · 280,576
- International Paper Company Salaried Savings Plan $4.2B · 11,839
- Federal Express Corporation Pilots Retirement Savings Plan $4.0B · 5,305
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.0B · 62,485
Bass, Berry & Sims Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Mondelez Global LLC Tip Plan in IL ($255M); by covered participants it is Freddy's Frozen Custard 401(k) Plan in KS (501 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($256M here).
- Mondelez Global LLC Tip Plan (IL) $255M · 2,413
- Meriter 401(k) Plan (WI) $256M · 3,042
- Orora Packaging Solutions 401(k) Savings Plan (CA) $256M · 1,766
- Maynard Nexsen PC 401(k) Plan & Trust (AL) $255M · 389
Similar participant headcount
Nearest other-state filings by covered participants (501 participants); asset peers above are excluded.
- Freddy's Frozen Custard 401(k) Plan (KS) 501 · 0 off
- Bauer Built Employee 401(k) Benefit Plan (WI) 501 · 0 off
- Kiara, Inc. 401(k) Profit Sharing Plan (IL) 501 · 0 off
- Incipe, LLC Dba Hawk Ford of Oak Lawn 401(k) Plan (IL) 501 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.