401(k) · DOL Form 5500 · 2023
Baker Donelson Bearman Caldwell & Berkowitz P.C. 401(k) Plan
Data updated 2026-08-25
- $557M
- Total assets Above avg plan size
- 1,038
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $536,552
- Avg per participant High balance/head
Official DOL plan name: Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan · Sponsored by Baker Donelson Bearman Caldwell & Berkowitz P.C. · Tennessee · Professional & Technical Services
$557M in assets, 1,038 participants
Baker Donelson Bearman Caldwell & Berkowitz P.C.'s Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan reported $557M in total assets and 1,038 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #19,994 in Professional & Technical Services (20,321 peers)
Where Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan sits by assets
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan sits in the top 5% of all filed plans by assets, $557M for 1,038 participants (~$536,552/participant), up 11.1% in 2023.
- #19,994
- in Professional & Technical Services (20,321 peers)
- +11.1%
- assets growth YoY
- 5.6×
- vs typical plan assets (national mean)
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan's outsized position by total assets
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$556,940,884 Top 2% higher than 98% 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
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings 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. Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan lands in the large band (1,038 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan reported net income rose from -$102M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan end-of-year assets rose from $501M in the plan year 2022 filing to $557M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 621047356 · Baker Donelson Bearman Caldwell & Berkowitz P.C. PY 2023 · 401(k)
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan · $557M · 1,038 · 98th
- BOY $557M
- SCH 1,038
- EBSA 98th
- PART 401(k)
- TYPE near 401(k) Retirement Plan for Reynolds Consumer Products
- NET ind #19994
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $501M |
|---|---|
| Net Assets (End of Year) | $557M |
| Net Income | $56M |
| Employer EIN | 621047356 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baker Donelson Bearman Caldwell & Berkowitz P.C.)
Sponsor-wide plan assets over time
All Baker Donelson Bearman Caldwell & Berkowitz P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $628M 25.181122398007883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,040 | $501M |
| 2023 | 1 | 1,038 | $557M |
| 2024 | 1 | 1,105 | $628M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is 401(k) Retirement Plan for Reynolds Consumer Products in IL ($557M); by covered participants it is Team Industries 401(k) Plan in MN (1,038 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($557M here).
- 401(k) Retirement Plan for Reynolds Consumer Products (IL) $557M · 4,568
- Pixar Employee's 401(k) Retirement Plan (CA) $557M · 1,398
- Naes Corporation Retirement & 401(k) Plan (WA) $558M · 1,799
- Veradigm LLC. Retirement Savings Plan (NC) $558M · 1,717
Similar participant headcount
Nearest other-state filings by covered participants (1,038 participants); asset peers above are excluded.
- Team Industries 401(k) Plan (MN) 1,038 · 0 off
- Sunflower Bank, N.a. Wealth Savings Plan (KS) 1,038 · 0 off
- Tompkins Retirement Savings Plan (NY) 1,038 · 0 off
- Creme De La Creme, Inc. 401(k) Plan (CO) 1,038 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.