401(k) · DOL Form 5500 · 2023

Books-a-Million, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
3,564
Participants Above avg headcount
81st
Percentile by assets National rank
$9,875
Avg per participant Low balance/head
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Official DOL plan name: Books-a-Million, Inc. 401(k) Plan · Sponsored by Books-a-Million, Inc. · Alabama · Retail Trade

$35M in assets, 3,564 participants

Books-a-Million, Inc.'s Books-a-Million, Inc. 401(k) Plan reported $35M in total assets and 3,564 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,512 in Retail Trade (8,414 peers)

Coverage in Alabama

Books-a-Million, Inc. 401(k) Plan covers 3,564 participants in Alabama, 9.9x the typical Alabama plan (state average ~360 per filing). Assets: $35M.

#7,512
in Retail Trade (8,414 peers)
+13.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Books-a-Million, Inc. 401(k) Plan's outsized position by total assets

Books-a-Million, Inc. 401(k) Plan vs every filed plan by assets

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

$35,195,021 Top 19% higher than 81% 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

Books-a-Million, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Books-a-Million, Inc. 401(k) Plan lands in the large band (3,564 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Books-a-Million, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Books-a-Million, Inc. 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630798460 · Books-a-Million, Inc. PY 2023 · 401(k)

Books-a-Million, Inc. 401(k) Plan · $35M · 3,564 · 81st

  • 5500 $35M
  • ASSETS 3,564
  • PCT 81st
  • EIN 401(k)
  • RANK near Tennessee Titans 401(k) Plan
  • PHOTO ind #7512

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 Retail Trade retirement plans → · Plans in Alabama →

Books-a-Million, Inc. 401(k) Plan in the asset neighbourhood

Books-a-Million, Inc. 401(k) PlanBooks-a-Million, Inc. 401(k)…$35MTennessee Titans 401(k) Plan$35MRuoff Mortgage Company, Inc. 401(k) Profit Sharing Plan and TrustRuoff Mortgage Company, Inc.…$35MEnroute Computer Solutions Inc. 401(k) PlanEnroute Computer Solutions I…$35MCsi Electrical Contractors, Inc. 401(k) Profit Sharing PlanCsi Electrical Contractors, …$35M
End-of-year total assets ($M) among Books-a-Million, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN630798460
Plan Effective Date1972-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Books-a-Million, Inc.)

Sponsor-wide plan assets over time

All Books-a-Million, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 29.90183204752625% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31M $40.2M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 3,559 $31M
2023 1 3,564 $35M
2024 1 3,020 $40M

Nearby 401(k) Plans in Alabama

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

Books-a-Million, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Books-a-Million, Inc. 401(k) Plan, Total assets ($B): 0.035195021 · Participants: 3564Books-a-Million, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Books-a-Million, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Books-a-Million, Inc. 401(k) Plan side-by-side with 3 peers →

Books-a-Million, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Tennessee Titans 401(k) Plan in TN ($35M); by covered participants it is Dentsply Sirona Inc. 401(k) Savings and Employee Stock Ownership Plan in PA (3,564 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,564 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 Books-a-Million, Inc. 401(k) Plan assets move in 2023? ▼
Books-a-Million, Inc. 401(k) Plan grew at a solid clip - up 13.6% during 2023, from $31M to $35M. Reported net income was $4M.
How have Books-a-Million, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Books-a-Million, Inc.'s sponsor-wide assets grew 29.9%, from $31M to $40M.
Where does Books-a-Million, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Books-a-Million, Inc. 401(k) Plan ranks in the 81st 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 Books-a-Million, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tennessee Titans 401(k) Plan in TN ($35M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Books-a-Million, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dentsply Sirona Inc. 401(k) Savings and Employee Stock Ownership Plan in PA (3,564 participants, $685M 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 630798460.

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.