401(k) · DOL Form 5500 · 2023

Big Lots, Inc. 401(k) Plan

Data updated 2026-08-11

$334M
Total assets
23,821
Participants
96th
Percentile by assets
$14,003
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$334M
total plan assets (2023 EOY)
23,821
covered participants
96th
percentile by assets (of 127,072 plans)
$14,003
avg assets per participant

Where Big Lots Savings Plan sits 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

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

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.

See the national 2022→2023 release diff →

State
Industry

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Big Lots Savings Plan reports 23,821 participants - 31x that state average ($334M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$296M
Net Assets (End of Year)$333M
Net Income$37M
Employer EIN061119097
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Big Lots, Inc.)

$280M$300M$320M$340M 202220232024 $296M $313M ▲ +5.6%
Total plan assets by year, all Big Lots, Inc. plans on file
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.

Big Lots Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Big Lots Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -50510152025 Total assets ($B) Participants Big Lots Savings PlanGE Retirement Saving…The Sherwin-Williams…The Progressive 401(…The Kroger Co. 401(k…Nationwide Savings P…
Big Lots Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Big Lots Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Big Lots Savings Plan assets move in 2023?
Big Lots Savings Plan grew at a solid clip - up 12.5% during 2023, from $296M to $334M. Reported net income was $37M.
How have Big Lots, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Big Lots, Inc.'s sponsor-wide assets grew 5.6%, from $296M to $313M.
Where does Big Lots Savings Plan rank by assets among Form 5500 filers?
Big Lots Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Big Lots Savings Plan?
Among 401(k) plans in other states, the closest by assets is Global Infrastructure Savings Plan in CA ($334M, 959 participants).

Filing takeaways

Ways to act on Big Lots Savings Plan's numbers.