401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$130M
Total assets Near avg plan size
737
Participants Near avg headcount
93rd
Percentile by assets National rank
$176,852
Avg per participant Above avg balance/head
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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.

  • #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.

#7,877
in Finance & Insurance (8,869 peers)
+6.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Big 'i' Mep 401(k) Plan's outsized position by total assets

Big 'i' Mep 401(k) Plan vs every filed plan by assets

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

$130,340,007 Top 7% higher than 93% 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

Big 'i' Mep 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Big 'i' Mep 401(k) Plan sits mid-pack in the medium band (737 participants).

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 →

Form 5500 schedule snapshot

Filing strip 463043065 · Big 'i' Retirement Services LLC PY 2023 · 401(k)

Big 'i' Mep 401(k) Plan · $130M · 737 · 93rd

  • IND $130M
  • IND 737
  • IND 93rd
  • IND 401(k)
  • IND near Jackson Kelly PLLC 401(k) Ps Plan Trust
  • IND ind #7877

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 Finance & Insurance retirement plans → · Plans in Virginia →

Big 'i' Mep 401(k) Plan in the asset neighbourhood

Ascensus Secure Retirement Pooled Employer PlanAscensus Secure Retirement P…$130MRegional West Health Services Retirement Savings PlanRegional West Health Service…$130MBig 'i' Mep 401(k) Plan$130MJackson Kelly PLLC 401(k) Ps Plan TrustJackson Kelly PLLC 401(k) Ps…$130MDewitt LLP Savings Plan & TrustDewitt LLP Savings Plan & Tr…$130M
End-of-year total assets ($M) among Big 'i' Mep 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Big 'i' Retirement Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$138M 12.505078116338664% vs 2022
2024 filing year
$120M$125M$130M$135M$140M 202220232024 $122M $138M ▲ +12.5%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Big 'i' Mep 401(k) Plan, Total assets ($B): 0.130340007 · Participants: 737Big 'i' Mep 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Big 'i' Mep 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Big 'i' Mep 401(k) Plan side-by-side with 3 peers →

Big 'i' Mep 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Jackson Kelly PLLC 401(k) Ps Plan Trust in WV ($130M); by covered participants it is Burroughs 401(k) Plan in MI (737 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($130M here).

Similar participant headcount

Nearest other-state filings by covered participants (737 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 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).
Which 401(k) plans cover a similar participant headcount to Big 'i' Mep 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burroughs 401(k) Plan in MI (737 participants, $39M 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 463043065.

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.