401(k) · DOL Form 5500 · 2023
Big Lots, Inc. 401(k) Plan
Data updated 2026-08-25
- $334M
- Total assets Above avg plan size
- 23,821
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $14,003
- Avg per participant Low balance/head
Official DOL plan name: Big Lots Savings Plan · Sponsored by Big Lots, Inc. · Ohio · Retail Trade
$334M in assets, 23,821 participants
Big Lots, Inc.'s Big Lots Savings Plan reported $334M in total assets and 23,821 participants in its 2023 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.
- #8,234 in Retail Trade (8,414 peers)
Coverage in Ohio
Big Lots Savings Plan covers 23,821 participants in Ohio, 31x the typical Ohio plan (state average ~765 per filing). Assets: $334M.
- #8,234
- in Retail Trade (8,414 peers)
- +12.5%
- assets growth YoY
- 3.3×
- vs typical plan assets (national mean)
Big Lots Savings Plan's outsized position by total assets
Big Lots Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$333,569,111 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Big Lots Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Big Lots Savings Plan is a mega filing (23,821 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Big Lots Savings Plan reported net income rose from -$73M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Big Lots Savings Plan end-of-year assets rose from $296M in the plan year 2022 filing to $334M in the plan year 2023 filing.
- Big Lots Savings Plan reported participants rose from 23,399 in the plan year 2022 filing to 23,821 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 061119097 · Big Lots, Inc. PY 2023 · 401(k)
Big Lots Savings Plan · $334M · 23,821 · 96th
- RANK $334M
- RANK 23,821
- RANK 96th
- RANK 401(k)
- RANK near Global Infrastructure Savings Plan
- RANK ind #8234
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 Retail Trade retirement plans → · Plans in Ohio →
Big Lots Savings Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $296M |
|---|---|
| Net Assets (End of Year) | $333M |
| Net Income | $37M |
| Employer EIN | 061119097 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Big Lots, Inc.)
Sponsor-wide plan assets over time
All Big Lots, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $313M 5.62169501604301% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23,399 | $296M |
| 2023 | 1 | 23,821 | $334M |
| 2024 | 1 | 21,907 | $313M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Scale composition for Big Lots Savings Plan
Big Lots Savings Plan reports $334M in end-of-year assets across 23,821 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.025% of 93,925,755 covered participants) - about $14,003 per participant (10% of the national average assets-per-participant) . Net income for plan year 2023 was $37M.
This plan identity (EIN 061119097, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $296M to $313M (+5.6%) while covered participants moved from 23,399 to 21,907 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 23,399 | $296M | Open filing |
| 2023 | 23,821 | $334M | This page |
| 2024 · index core | 21,907 | $313M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Big Lots Savings Plan (401(k), $313M, 21,907 participants)
Big Lots Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Global Infrastructure Savings Plan in CA ($334M); by covered participants it is Fairview Health Services 403b Plan in MN (23,886 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($334M here).
- Global Infrastructure Savings Plan (CA) $334M · 959
- Standardaero 401(k) Savings Plan (AZ) $333M · 3,480
- Convergeone 401(k) Plan (MN) $334M · 2,665
- Mgic Profit Sharing and Savings Plan (WI) $333M · 693
Similar participant headcount
Nearest other-state filings by covered participants (23,821 participants); asset peers above are excluded.
- Fairview Health Services 403b Plan (MN) 23,886 · 65 off
- Knight-Swift Transportation Holdings Inc. Retirement Plan (AZ) 23,899 · 78 off
- Insight Global, LLC 401(k) Plan (GA) 23,704 · 117 off
- Team Public Choices 401(k) Plan (CA) 23,658 · 163 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.