401(k) · DOL Form 5500 · 2023

Builtwell Bancorp Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
268
Participants Below avg headcount
72nd
Percentile by assets National rank
$73,776
Avg per participant Below avg balance/head
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Official DOL plan name: Builtwell Bancorp Inc. 401(k) Plan · Sponsored by Builtwell Bancorp Inc. · Tennessee · Finance & Insurance

$20M in assets, 268 participants

Builtwell Bancorp Inc.'s Builtwell Bancorp Inc. 401(k) Plan reported $20M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,227 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Builtwell Bancorp Inc. 401(k) Plan covers 268 participants in Tennessee, about 24% of the average Tennessee filer (state average ~1,126 per filing). Assets: $20M.

#5,227
in Finance & Insurance (8,869 peers)
+22.1%
assets growth YoY

Builtwell Bancorp Inc. 401(k) Plan's outsized position by total assets

Builtwell Bancorp Inc. 401(k) Plan vs every filed plan by assets

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

$19,771,992 Top 28% higher than 72% 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

Builtwell Bancorp Inc. 401(k) Plan 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. Builtwell Bancorp Inc. 401(k) Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Builtwell Bancorp Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Builtwell Bancorp Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Builtwell Bancorp Inc. 401(k) Plan reported participants fell from 279 in the plan year 2022 filing to 268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621104098 · Builtwell Bancorp Inc. PY 2023 · 401(k)

Builtwell Bancorp Inc. 401(k) Plan · $20M · 268 · 72nd

  • BOOK $20M
  • BOOK 268
  • BOOK 72nd
  • BOOK 401(k)
  • BOOK near Ahern 401(k) Retirement Plan
  • BOOK ind #5227

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Builtwell Bancorp Inc. 401(k) Plan in the asset neighbourhood

Builtwell Bancorp Inc. 401(k) PlanBuiltwell Bancorp Inc. 401(k…$20MAhern 401(k) Retirement Plan$20MCatholic Charities of the Diocese of St. Cloud 401(k) Retirement PlanCatholic Charities of the Di…$20MOuster, Inc. 401(k) Plan$20MHometown Food Company 401(k) PlanHometown Food Company 401(k)…$20M
End-of-year total assets ($M) among Builtwell Bancorp Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN621104098
Plan Effective Date1960-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Builtwell Bancorp Inc.)

Sponsor-wide plan assets over time

All Builtwell Bancorp Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$44M 42.07824443428062% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $30.8M $43.8M ▲ +42.1%
Year Plans Participants Total Assets
2022 2 561 $31M
2023 2 555 $37M
2024 2 566 $44M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Builtwell Bancorp Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Builtwell Bancorp Inc. 401(k) Plan, Total assets ($B): 0.019771992 · Participants: 268Builtwell Bancorp Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Builtwell Bancorp Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Builtwell Bancorp Inc. 401(k) Plan side-by-side with 3 peers →

Builtwell Bancorp Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Ahern 401(k) Retirement Plan in NV ($20M); by covered participants it is Patientpop Inc. Retirement Trust in CA (268 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (268 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 Builtwell Bancorp Inc. 401(k) Plan assets move in 2023? ▼
Builtwell Bancorp Inc. 401(k) Plan grew sharply - up 22.1% during 2023, from $16M to $20M. Reported net income was $4M.
How have Builtwell Bancorp Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Builtwell Bancorp Inc.'s sponsor-wide assets grew 42.1%, from $31M to $44M.
Which 401(k) plans are similar in size to Builtwell Bancorp Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ahern 401(k) Retirement Plan in NV ($20M, 707 participants).
Which 401(k) plans cover a similar participant headcount to Builtwell Bancorp Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Patientpop Inc. Retirement Trust in CA (268 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621104098.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.