401(k) · DOL Form 5500 · 2023
Bass, Berry & Sims 401(k) Plan
Data updated 2026-08-11
- $321M
- Total assets
- 545
- Participants
- 96th
- Percentile by assets
- $588,314
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $321M
- total plan assets (2023 EOY)
- 545
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $588,314
- avg assets per participant
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.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Bass, Berry & Sims Retirement & Savings Plan reports 545 participants - about 48% of that state average ($321M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $256M |
|---|---|
| Net Assets (End of Year) | $321M |
| Net Income | $65M |
| Employer EIN | 620125540 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bass, Berry & Sims)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bass, Berry & Sims Retirement & Savings Plan by total assets, not by location.
- Forrester Research, Inc. 401(k) Plan & Trust (MA) $321M · 1,484
- Ccp 401(k) Retirement Savings Plan (NY) $321M · 1,851
- Academy, Ltd. 401(k) Profit Sharing Plan (TX) $321M · 21,938
- Utica Mutual Insurance Company Employee Profit Sharing and Investment Plan (NY) $321M · 1,329
Frequently Asked Questions
How did Bass, Berry & Sims Retirement & Savings Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on Bass, Berry & Sims Retirement & Savings Plan's numbers.
- By total assets, Bass, Berry & Sims Retirement & Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- Bass, Berry & Sims's sponsor-wide assets have grown 39.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans