401(k) · DOL Form 5500 · 2022
Baker Donelson Bearman Caldwell & Berkowitz P.C. 401(k) Plan
Data updated 2026-08-25
- $501M
- Total assets Above avg plan size
- 1,040
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $482,047
- Avg per participant High balance/head
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.
- #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.
- #21,255
- in Professional & Technical Services (21,562 peers)
- -16.9%
- assets change YoY
- 5.0×
- vs typical plan assets (national mean)
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's outsized position by total assets
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$501,328,527 Top 2% higher than 98% 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
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan lands in the large band (1,040 participants).
Plan-year Form 5500 strip
Filing strip 621047356 · Baker Donelson Bearman Caldwell & Berkowitz P.C. PY 2022 · 401(k)
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan · $501M · 1,040 · 98th
- PHOTO $501M
- IND 1,040
- EOY 98th
- 5500 401(k)
- ASSETS near Hanger, Inc. 401(k) Savings Plan
- PCT ind #21255
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 →
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Baker Donelson Bearman Caldwell & Berkowitz P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $628M 25.181122398007883% vs 2022
- 2024 filing year
| 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.
- 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
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Hanger, Inc. 401(k) Savings Plan in TX ($501M); by covered participants it is Kadiant's Living Your Absolute Best Retirement Life 401(k) Plan in CA (1,040 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($501M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,040 participants); asset peers above are excluded.
- Kadiant's Living Your Absolute Best Retirement Life 401(k) Plan (CA) 1,040 · 0 off
- Mesquite Gaming, LLC 401(k) Plan (NV) 1,040 · 0 off
- Sbe Restaurant Group 401(k) Plan (CA) 1,040 · 0 off
- Palmetto Goodwill 401(k) Plan (SC) 1,040 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.