401(k) · DOL Form 5500 · 2023

Bass, Berry & Sims 401(k) Plan

Data updated 2026-08-25

$321M
Total assets Above avg plan size
545
Participants Below avg headcount
96th
Percentile by assets National rank
$588,314
Avg per participant High balance/head
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Official DOL plan name: Bass, Berry & Sims Retirement & Savings Plan · Sponsored by Bass, Berry & Sims · Tennessee · Professional & Technical Services

$321M in assets, 545 participants

Bass, Berry & Sims's Bass, Berry & Sims Retirement & Savings Plan reported $321M in total assets and 545 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.

  • #19,777 in Professional & Technical Services (20,321 peers)

Coverage in Tennessee

Bass, Berry & Sims Retirement & Savings Plan covers 545 participants in Tennessee, about 48% of the average Tennessee filer (state average ~1,126 per filing). Assets: $321M.

#19,777
in Professional & Technical Services (20,321 peers)
+25.5%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Bass, Berry & Sims Retirement & Savings Plan's outsized position by total assets

Bass, Berry & Sims Retirement & Savings Plan vs every filed plan by assets

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

$320,630,923 Top 4% higher than 96% 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

Bass, Berry & Sims Retirement & Savings 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. Bass, Berry & Sims Retirement & Savings Plan sits mid-pack in the medium band (545 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bass, Berry & Sims Retirement & Savings Plan reported net income rose from -$58M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Bass, Berry & Sims Retirement & Savings Plan end-of-year assets rose from $256M in the plan year 2022 filing to $321M in the plan year 2023 filing.
  • Bass, Berry & Sims Retirement & Savings Plan reported participants rose from 501 in the plan year 2022 filing to 545 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 620125540 · Bass, Berry & Sims PY 2023 · 401(k)

Bass, Berry & Sims Retirement & Savings Plan · $321M · 545 · 96th

  • PCT $321M
  • EIN 545
  • RANK 96th
  • PHOTO 401(k)
  • IND near Forrester Research, Inc. 401(k) Plan & Trust
  • EOY ind #19777

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 →

Bass, Berry & Sims Retirement & Savings Plan in the asset neighbourhood

Utica Mutual Insurance Company Employee Profit Sharing and Investment PlanUtica Mutual Insurance Compa…$321MCcp 401(k) Retirement Savings PlanCcp 401(k) Retirement Saving…$321MForrester Research, Inc. 401(k) Plan & TrustForrester Research, Inc. 401…$321MBass, Berry & Sims Retirement & Savings PlanBass, Berry & Sims Retiremen…$321MAcademy, Ltd. 401(k) Profit Sharing PlanAcademy, Ltd. 401(k) Profit …$321M
End-of-year total assets ($M) among Bass, Berry & Sims Retirement & Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$256M
Net Assets (End of Year)$321M
Net Income$65M
Employer EIN620125540
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bass, Berry & Sims)

Sponsor-wide plan assets over time

All Bass, Berry & Sims plans reported in each filing year

Latest sponsor-wide plan assets
$355M 39.11601969622765% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $256M $355M ▲ +39.1%
Year Plans Participants Total Assets
2022 1 501 $256M
2023 1 545 $321M
2024 1 537 $355M

Nearby 401(k) Plans in Tennessee

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

Bass, Berry & Sims Retirement & Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Bass, Berry & Sims Retirement & Savings Plan, Total assets ($B): 0.320630923 · Participants: 545Bass, Berry & Sims Retirement & Savings 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
Bass, Berry & Sims Retirement & Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Bass, Berry & Sims Retirement & Savings Plan side-by-side with 3 peers →

Bass, Berry & Sims Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Forrester Research, Inc. 401(k) Plan & Trust in MA ($321M); by covered participants it is Ref-Chem Retirement Plan in TX (545 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (545 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 Bass, Berry & Sims Retirement & Savings Plan assets move in 2023? ▼
Bass, Berry & Sims Retirement & Savings Plan grew sharply - up 25.5% during 2023, from $256M to $321M. Reported net income was $65M.
How have Bass, Berry & Sims plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bass, Berry & Sims's sponsor-wide assets grew 39.1%, from $256M to $355M.
Where does Bass, Berry & Sims Retirement & Savings Plan rank by assets among Form 5500 filers? ▼
Bass, Berry & Sims Retirement & 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 Bass, Berry & Sims Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forrester Research, Inc. 401(k) Plan & Trust in MA ($321M, 1,484 participants).
Which 401(k) plans cover a similar participant headcount to Bass, Berry & Sims Retirement & Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ref-Chem Retirement Plan in TX (545 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 620125540.

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.