401(k) · DOL Form 5500 · 2023

Chambliss, Bahner, & Stophel, P.C 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
142
Participants Small participant base
84th
Percentile by assets National rank
$297,526
Avg per participant High balance/head
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Official DOL plan name: Chambliss, Bahner, & Stophel, P. C. Retirement Plan · Sponsored by Chambliss, Bahner, & Stophel, P.C · Tennessee · Professional & Technical Services

$42M in assets, 142 participants

Chambliss, Bahner, & Stophel, P.C's Chambliss, Bahner, & Stophel, P. C. Retirement Plan reported $42M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,195 in Professional & Technical Services (20,321 peers)

Coverage in Tennessee

Chambliss, Bahner, & Stophel, P. C. Retirement Plan covers 142 participants in Tennessee, about 13% of the average Tennessee filer (state average ~1,126 per filing). Assets: $42M.

#17,195
in Professional & Technical Services (20,321 peers)
+14.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Chambliss, Bahner, & Stophel, P. C. Retirement Plan's outsized position by total assets

Chambliss, Bahner, & Stophel, P. C. Retirement Plan vs every filed plan by assets

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

$42,248,687 Top 16% higher than 84% 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

Chambliss, Bahner, & Stophel, P. C. Retirement 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. Chambliss, Bahner, & Stophel, P. C. Retirement Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Chambliss, Bahner, & Stophel, P. C. Retirement Plan reported net income rose from -$10M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Chambliss, Bahner, & Stophel, P. C. Retirement Plan end-of-year assets rose from $37M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621674553 · Chambliss, Bahner, & Stophel, P.C PY 2023 · 401(k)

Chambliss, Bahner, & Stophel, P. C. Retirement Plan · $42M · 142 · 84th

  • PART $42M
  • PART 142
  • PART 84th
  • PART 401(k)
  • PART near Four Seasons Retirement Savings Plan
  • PART ind #17195

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Chambliss, Bahner, & Stophel, P. C. Retirement Plan in the asset neighbourhood

Chambliss, Bahner, & Stophel, P. C. Retirement PlanChambliss, Bahner, & Stophel…$42MFour Seasons Retirement Savings PlanFour Seasons Retirement Savi…$42MRcg Global Services, Inc. Savings PlanRcg Global Services, Inc. Sa…$42MAlliance Entertainment 401(k) PlanAlliance Entertainment 401(k…$42MAlecto Healthcare Services 401(k) Retirement Savings PlanAlecto Healthcare Services 4…$42M
End-of-year total assets ($M) among Chambliss, Bahner, & Stophel, P. C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN621674553
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chambliss, Bahner, & Stophel, P.C)

Sponsor-wide plan assets over time

All Chambliss, Bahner, & Stophel, P.C plans reported in each filing year

Latest sponsor-wide plan assets
$49M 33.159522529222826% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37M $49.3M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 141 $37M
2023 1 142 $42M
2024 1 133 $49M

Nearby 401(k) Plans in Tennessee

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

Chambliss, Bahner, & Stophel, P. C. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Chambliss, Bahner, & Stophel, P. C. Retirement Plan, Total assets ($B): 0.042248687 · Participants: 142Chambliss, Bahner, & Stophel, P. C. Retirement 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
Chambliss, Bahner, & Stophel, P. C. Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Chambliss, Bahner, & Stophel, P. C. Retirement Plan side-by-side with 3 peers →

Chambliss, Bahner, & Stophel, P. C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Four Seasons Retirement Savings Plan in PA ($42M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Chambliss, Bahner, & Stophel, P. C. Retirement Plan assets move in 2023? ▼
Chambliss, Bahner, & Stophel, P. C. Retirement Plan grew at a solid clip - up 14.2% during 2023, from $37M to $42M. Reported net income was $5M.
How have Chambliss, Bahner, & Stophel, P.C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chambliss, Bahner, & Stophel, P.C's sponsor-wide assets grew 33.2%, from $37M to $49M.
Where does Chambliss, Bahner, & Stophel, P. C. Retirement Plan rank by assets among Form 5500 filers? ▼
Chambliss, Bahner, & Stophel, P. C. Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Chambliss, Bahner, & Stophel, P. C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Four Seasons Retirement Savings Plan in PA ($42M, 827 participants).
Which 401(k) plans cover a similar participant headcount to Chambliss, Bahner, & Stophel, P. C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 621674553.

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.