401(k) · DOL Form 5500 · 2023
Bellsouth, LLC 401(k) Plan
Data updated 2026-08-11
- $2.3B
- Total assets
- 12,774
- Participants
- 99th
- Percentile by assets
- $182,293
- Avg per participant
Official DOL plan name: Bellsouth Savings and Security Plan · Sponsored by Bellsouth, LLC · Texas · Information & Media
$2.3B in assets, 12,774 participants
Bellsouth, LLC's Bellsouth Savings and Security Plan reported $2.3B in total assets and 12,774 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #2,778 in Information & Media (2,818 peers)
Coverage in Texas
Bellsouth Savings and Security Plan covers 12,774 participants in Texas, 19x the typical Texas plan (state average ~688 per filing). Assets: $2.3B.
- $2.3B
- total plan assets (2023 EOY)
- 12,774
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $182,293
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bellsouth Savings and Security Plan reported net income rose from -$463M in the plan year 2022 filing to $191M in the plan year 2023 filing.
- Bellsouth Savings and Security Plan end-of-year assets rose from $2.1B in the plan year 2022 filing to $2.3B in the plan year 2023 filing.
- Bellsouth Savings and Security Plan reported participants fell from 13,450 in the plan year 2022 filing to 12,774 in the plan year 2023 filing.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Bellsouth Savings and Security Plan reports 12,774 participants - 19x that state average ($2.3B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $2.1B |
|---|---|
| Net Assets (End of Year) | $2.3B |
| Net Income | $191M |
| Employer EIN | 581533433 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bellsouth, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13,450 | $2.1B |
| 2023 | 1 | 12,774 | $2.3B |
| 2024 | 1 | 11,993 | $2.5B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bellsouth Savings and Security Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Scale composition for Bellsouth Savings and Security Plan
Bellsouth Savings and Security Plan reports $2.3B in end-of-year assets across 12,774 participants (0.019% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $182,293 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2023 was $191M.
This plan identity (EIN 581533433, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.5B (+18.4%) while covered participants moved from 13,450 to 11,993 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,450 | $2.1B | Open filing |
| 2023 | 12,774 | $2.3B | This page |
| 2024 · index core | 11,993 | $2.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Bellsouth Savings and Security Plan (401(k), $2.5B, 11,993 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bellsouth Savings and Security Plan by total assets, not by location.
- Hartford Healthcare 401(k) Retirement Plan (CT) $2.3B · 26,064
- The Boston Consulting Group, Inc. Employees' Savings Plan and Profit Sharing Retirement Fund (MA) $2.3B · 9,903
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program (AZ) $2.3B · 13,105
- Idaho National Laboratory Employee Investment Plan (ID) $2.3B · 6,419
Frequently Asked Questions
How did Bellsouth Savings and Security Plan assets move in 2023? ▼
How have Bellsouth, LLC plan assets changed over time? ▼
Where does Bellsouth Savings and Security Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bellsouth Savings and Security Plan? ▼
Next read for Bellsouth Savings and Security Plan
Filing takeaways
Ways to act on Bellsouth Savings and Security Plan's numbers.
- By total assets, Bellsouth Savings and Security Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Bellsouth, LLC's sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Information & Media plans