401(k) · DOL Form 5500 · 2023

Big 'i' Retirement Services LLC 401(k) Plan

Data updated 2026-08-11

$130M
Total assets
737
Participants
93rd
Percentile by assets
$176,852
Avg per participant
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Official DOL plan name: Big 'i' Mep 401(k) Plan · Sponsored by Big 'i' Retirement Services LLC · Virginia · Finance & Insurance

$130M in assets, 737 participants

Big 'i' Retirement Services LLC's Big 'i' Mep 401(k) Plan reported $130M in total assets and 737 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,877 in Finance & Insurance (8,869 peers)

Where Big 'i' Mep 401(k) Plan sits by assets

Big 'i' Mep 401(k) Plan sits in the top 10% of all filed plans by assets, $130M for 737 participants (~$176,852/participant), up 6.5% in 2023.

$130M
total plan assets (2023 EOY)
737
covered participants
93rd
percentile by assets (of 127,072 plans)
$176,852
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Big 'i' Mep 401(k) Plan reported net income rose from -$27M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Big 'i' Mep 401(k) Plan end-of-year assets rose from $122M in the plan year 2022 filing to $130M in the plan year 2023 filing.
  • Big 'i' Mep 401(k) Plan reported participants fell from 786 in the plan year 2022 filing to 737 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Big 'i' Mep 401(k) Plan vs the 2023 asset distribution

By assets, Big 'i' Mep 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$130M
Net Income$11M
Employer EIN463043065
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Big 'i' Retirement Services LLC)

$120M$125M$130M$135M$140M 202220232024 $122M $138M ▲ +12.5%
Total plan assets by year, all Big 'i' Retirement Services LLC plans on file
Year Plans Participants Total Assets
2022 1 786 $122M
2023 1 737 $130M
2024 1 725 $138M

Nearby 401(k) Plans in Virginia

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

Big 'i' Mep 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Big 'i' Mep 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Big 'i' Mep 401(k) P…Northrop Grumman Sav…401(k) Pension PlanGeneral Dynamics Cor…Leidos, Inc. Retirem…Bae Systems Employee…
Big 'i' Mep 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Big 'i' Mep 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Big 'i' Mep 401(k) Plan assets move in 2023?
Big 'i' Mep 401(k) Plan grew at a solid clip - up 6.5% during 2023, from $122M to $130M. Reported net income was $11M.
How have Big 'i' Retirement Services LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Big 'i' Retirement Services LLC's sponsor-wide assets grew 12.5%, from $122M to $138M.
Where does Big 'i' Mep 401(k) Plan rank by assets among Form 5500 filers?
Big 'i' Mep 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Big 'i' Mep 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Jackson Kelly PLLC 401(k) Ps Plan Trust in WV ($130M, 274 participants).

Scale reading

Ways to act on Big 'i' Mep 401(k) Plan's numbers.