401(k) · DOL Form 5500 · 2022
Baker Donelson Bearman Caldwell & Berkowitz P.C. 401(k) Plan
Data updated 2026-08-11
- $501M
- Total assets
- 1,040
- Participants
- 98th
- Percentile by assets
- $482,047
- Avg per participant
Official DOL plan name: Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan · Sponsored by Baker Donelson Bearman Caldwell & Berkowitz P.C. · Tennessee · Professional & Technical Services
$501M in assets, 1,040 participants
Baker Donelson Bearman Caldwell & Berkowitz P.C.'s Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan reported $501M in total assets and 1,040 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #21,255 in Professional & Technical Services (21,562 peers)
Where Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan sits by assets
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan sits in the top 5% of all filed plans by assets, $501M for 1,040 participants (~$482,047/participant), down 16.9% in 2022.
- $501M
- total plan assets (2022 EOY)
- 1,040
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $482,047
- avg assets per participant
The plan reported a net loss of $102M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan vs the 2022 asset distribution
By assets, Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 5.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $603M |
|---|---|
| Net Assets (End of Year) | $501M |
| Net Income | -$102M |
| Employer EIN | 621047356 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baker Donelson Bearman Caldwell & Berkowitz P.C.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,040 | $501M |
| 2023 | 1 | 1,038 | $557M |
| 2024 | 1 | 1,105 | $628M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan by total assets, not by location.
- Hanger, Inc. 401(k) Savings Plan (TX) $501M · 5,364
- Employee Savings Plan of Winston & Strawn LLP (IL) $501M · 1,618
- Veritas 401(k) Plan (CA) $501M · 1,668
- Stinson LLP Retirement Plan (MO) $502M · 865
Frequently Asked Questions
How did Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan assets move in 2022? ▼
How have Baker Donelson Bearman Caldwell & Berkowitz P.C. plan assets changed over time? ▼
Where does Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan? ▼
Next read for Baker Donelson Bearman Caldwell & Berkow…
Scale reading
Ways to act on Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan's numbers.
- By total assets, Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- Baker Donelson Bearman Caldwell & Berkowitz P.C.'s sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans