401(k) · DOL Form 5500 · 2023
Bellsouth, LLC 401(k) Plan
Data updated 2026-08-25
- $2.3B
- Total assets Very large vs avg
- 12,774
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $182,293
- Avg per participant Above avg balance/head
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.
- #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.
- #2,778
- in Information & Media (2,818 peers)
- +9.0%
- assets growth YoY
- 23×
- vs typical plan assets (national mean)
Bellsouth Savings and Security Plan's outsized position by total assets
Bellsouth Savings and Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,328,607,000 Top 1% higher than 99% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Bellsouth Savings and Security Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellsouth Savings and Security Plan is a mega filing (12,774 participants), the rightmost band on the breakdown.
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.
DOL schedule card
Filing strip 581533433 · Bellsouth, LLC PY 2023 · 401(k)
Bellsouth Savings and Security Plan · $2.3B · 12,774 · 99th
- 5500 $2.3B
- ASSETS 12,774
- PCT 99th
- EIN 401(k)
- RANK near Hartford Healthcare 401(k) Retirement Plan
- PHOTO ind #2778
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 Information & Media retirement plans → · Plans in Texas →
Bellsouth Savings and Security Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bellsouth, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2.5B 18.358237247518776% vs 2022
- 2024 filing year
| 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.
- 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)
Bellsouth Savings and Security Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Hartford Healthcare 401(k) Retirement Plan in CT ($2.3B); by covered participants it is Gpm Investments 401(k) Plan in VA (12,769 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.3B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (12,774 participants); asset peers above are excluded.
- Gpm Investments 401(k) Plan (VA) 12,769 · 5 off
- New York Life Insurance Company Employee Progress Sharing Investment Plan (NY) 12,759 · 15 off
- First American Financial Corporation 401(k) Savings Plan (CA) 12,749 · 25 off
- Basf Corporation Retirement Savings Plan (NJ) 12,806 · 32 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.