Defined Benefit (Pension) · DOL Form 5500 · 2023

Bush Brothers & Company Pension Plan

Data updated 2026-08-25

$219M
Total assets Near avg plan size
641
Participants Below avg headcount
95th
Percentile by assets National rank
$341,963
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Retirement Plan for Employees of Bush Brothers & Company · Sponsored by Bush Brothers & Company · Tennessee · Manufacturing

$219M in assets, 641 participants

Bush Brothers & Company's The Retirement Plan for Employees of Bush Brothers & Company reported $219M in total assets and 641 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,275 in Manufacturing (18,722 peers)

Where The Retirement Plan for Employees of Bush Brothers & Company sits by assets

The Retirement Plan for Employees of Bush Brothers & Company sits in the top 5% of all filed plans by assets, $219M for 641 participants (~$341,963/participant), up 11.7% in 2023.

#17,275
in Manufacturing (18,722 peers)
+11.7%
assets growth YoY
2.2×
vs typical plan assets (national mean)

The Retirement Plan for Employees of Bush Brothers & Company's outsized position by total assets

The Retirement Plan for Employees of Bush Brothers & Company vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$219,197,992 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 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

The Retirement Plan for Employees of Bush Brothers & Company among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan for Employees of Bush Brothers & Company sits mid-pack in the medium band (641 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retirement Plan for Employees of Bush Brothers & Company reported net income rose from -$39M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • The Retirement Plan for Employees of Bush Brothers & Company end-of-year assets rose from $196M in the plan year 2022 filing to $219M in the plan year 2023 filing.
  • The Retirement Plan for Employees of Bush Brothers & Company reported participants fell from 657 in the plan year 2022 filing to 641 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620145910 · Bush Brothers & Company PY 2023 · Defined Benefit (Pension)

The Retirement Plan for Employees of Bush Brothers & Company · $219M · 641 · 95th

  • VS-ST $219M
  • VS-ST 641
  • VS-ST 95th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies
  • VS-ST ind #17275

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 Manufacturing retirement plans → · Plans in Tennessee →

The Retirement Plan for Employees of Bush Brothers & Company in the asset neighbourhood

Mcasf Local 725 Pension Plan$220MErc Retirement Plan$220MRevised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated CompaniesRevised Pension Plan for Emp…$219MThe Retirement Plan for Employees of Bush Brothers & CompanyThe Retirement Plan for Empl…$219MNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield AssociationNon-Contributory Retirement …$219M
End-of-year total assets ($M) among The Retirement Plan for Employees of Bush Brothers & Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$196M
Net Assets (End of Year)$219M
Net Income$23M
Employer EIN620145910
Plan Effective Date1953-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bush Brothers & Company)

Sponsor-wide plan assets over time

All Bush Brothers & Company plans reported in each filing year

Latest sponsor-wide plan assets
$299M 21.144341327119715% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $247M $299M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 1,387 $247M
2023 2 1,346 $277M
2024 2 1,365 $299M

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Retirement Plan for Employees of Bush Brothers & Company vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants The Retirement Plan for Employees of Bush Brothers & Company, Total assets ($B): 0.219197992 · Participants: 641The Retirement Plan for Employees of Bush Brothers & CompanyFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
The Retirement Plan for Employees of Bush Brothers & Company vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants

The Retirement Plan for Employees of Bush Brothers & Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies in PA ($219M); by covered participants it is Sonoco Pension Plan in SC (641 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (641 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Retirement Plan for Employees of Bush Brothers & Company assets move in 2023?
The Retirement Plan for Employees of Bush Brothers & Company grew at a solid clip - up 11.7% during 2023, from $196M to $219M. Reported net income was $23M.
How have Bush Brothers & Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Bush Brothers & Company's sponsor-wide assets grew 21.1%, from $247M to $299M.
Where does The Retirement Plan for Employees of Bush Brothers & Company rank by assets among Form 5500 filers?
The Retirement Plan for Employees of Bush Brothers & Company ranks in the 95th 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 Defined Benefit (Pension) plans are similar in size to The Retirement Plan for Employees of Bush Brothers & Company?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Revised Pension Plan for Employees of Pennsylvania National Mutual Casualty Insurance Company and Its Affiliated Companies in PA ($219M, 330 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Plan for Employees of Bush Brothers & Company?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sonoco Pension Plan in SC (641 participants, $44M in assets).