401(k) · DOL Form 5500 · 2023
Bush Brothers & Company 401(k) Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 705
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $82,179
- Avg per participant Below avg balance/head
Official DOL plan name: Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement · Sponsored by Bush Brothers & Company · Tennessee · Manufacturing
$58M in assets, 705 participants
Bush Brothers & Company's Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement reported $58M in total assets and 705 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #15,165 in Manufacturing (18,722 peers)
Where Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement sits by assets
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement sits in the top quartile of all filed plans by assets, $58M for 705 participants (~$82,179/participant), up 14.5% in 2023.
- #15,165
- in Manufacturing (18,722 peers)
- +14.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement's outsized position by total assets
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$57,935,939 Top 13% higher than 87% 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
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement 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. Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement sits mid-pack in the medium band (705 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement reported net income rose from -$15M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement end-of-year assets rose from $51M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement reported participants fell from 730 in the plan year 2022 filing to 705 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 620145910 · Bush Brothers & Company PY 2023 · 401(k)
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement · $58M · 705 · 87th
- NET $58M
- BOOK 705
- VS-ST 87th
- BOY 401(k)
- SCH near Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust
- EBSA ind #15165
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 →
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $51M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $7M |
| Employer EIN | 620145910 |
| Plan Effective Date | 1996-04-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,387 | $247M |
| 2023 | 2 | 1,346 | $277M |
| 2024 | 2 | 1,365 | $299M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Kbra Holdings, LLC 401(k) Profit Sharing Plan Trust in NY ($58M); by covered participants it is Wilson Electric 401(k) Plan in AZ (705 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (705 participants); asset peers above are excluded.
- Wilson Electric 401(k) Plan (AZ) 705 · 0 off
- Suncoke 401(k) Plan (IL) 705 · 0 off
- Concentric, LLC 401(k) Plan (TX) 705 · 0 off
- Turning Point Community Programs 401(k) Retirement Plan (CA) 705 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.