401(k) · DOL Form 5500 · 2023

Batten & Shaw, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
60
Participants Small participant base
58th
Percentile by assets National rank
$165,498
Avg per participant Above avg balance/head
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Official DOL plan name: Batten & Shaw, Inc. 401(k) Plan · Sponsored by Batten & Shaw, Inc. · Tennessee · Construction

$10M in assets, 60 participants

Batten & Shaw, Inc.'s Batten & Shaw, Inc. 401(k) Plan reported $10M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,129 in Construction (9,030 peers)

Batten & Shaw, Inc. multi-year trail

Batten & Shaw, Inc.'s plans moved +41.4% in assets from 2022 to 2024; this filing shows Batten & Shaw, Inc. 401(k) Plan at $10M / 60 participants.

#5,129
in Construction (9,030 peers)
+23.1%
assets growth YoY

Batten & Shaw, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Batten & Shaw, Inc. 401(k) Plan vs every filed plan by assets

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

$9,929,892 Top 42% higher than 58% 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

Batten & Shaw, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Batten & Shaw, Inc. 401(k) Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Batten & Shaw, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Batten & Shaw, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Batten & Shaw, Inc. 401(k) Plan reported participants fell from 63 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 621346084 · Batten & Shaw, Inc. PY 2023 · 401(k)

Batten & Shaw, Inc. 401(k) Plan · $10M · 60 · 58th

  • RANK $10M
  • RANK 60
  • RANK 58th
  • RANK 401(k)
  • RANK near Pilot 401(k) Plan
  • RANK ind #5129

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 Construction retirement plans → · Plans in Tennessee →

Batten & Shaw, Inc. 401(k) Plan in the asset neighbourhood

Batten & Shaw, Inc. 401(k) PlanBatten & Shaw, Inc. 401(k) P…$10MPilot 401(k) Plan$10MOnestaff Medical, LLC 401(k) PlanOnestaff Medical, LLC 401(k)…$10MZidian Management Corp. Dba the Zidian Group 401(k) Profit Sharing PlanZidian Management Corp. Dba …$10MChicago Communications, LLC 401(k) and Profit Sharing PlanChicago Communications, LLC …$10M
End-of-year total assets ($M) among Batten & Shaw, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Batten & Shaw, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Batten & Shaw, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 41.37314526415563% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $8.07M $11.4M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 63 $8M
2023 1 60 $10M
2024 1 70 $11M

Batten & Shaw, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN621346084
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Batten & Shaw, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Batten & Shaw, Inc. 401(k) Plan, Total assets ($B): 0.009929892 · Participants: 60Batten & Shaw, 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
Batten & Shaw, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Batten & Shaw, Inc. 401(k) Plan side-by-side with 3 peers →

Batten & Shaw, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Pilot 401(k) Plan in CA ($10M); by covered participants it is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Batten & Shaw, Inc. 401(k) Plan assets move in 2023? ▼
Batten & Shaw, Inc. 401(k) Plan grew sharply - up 23.1% during 2023, from $8M to $10M. Reported net income was $2M.
How have Batten & Shaw, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Batten & Shaw, Inc.'s sponsor-wide assets grew 41.4%, from $8M to $11M.
Which 401(k) plans are similar in size to Batten & Shaw, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pilot 401(k) Plan in CA ($10M, 415 participants).
Which 401(k) plans cover a similar participant headcount to Batten & Shaw, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fabricated Pipe, Inc. Profit Sharing 401(k) Plan and Trust in LA (60 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 621346084.

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.