401(k) · DOL Form 5500 · 2023

The Bailey Company, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
277
Participants Below avg headcount
71st
Percentile by assets National rank
$64,610
Avg per participant Low balance/head
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Official DOL plan name: The Bailey Company 401(k) Plan · Sponsored by The Bailey Company, Inc. · Tennessee · Wholesale Trade

$18M in assets, 277 participants

The Bailey Company, Inc.'s The Bailey Company 401(k) Plan reported $18M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,211 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

The Bailey Company 401(k) Plan covers 277 participants in Tennessee, about 25% of the average Tennessee filer (state average ~1,126 per filing). Assets: $18M.

#4,211
in Wholesale Trade (6,309 peers)
+10.5%
assets growth YoY

The Bailey Company 401(k) Plan's outsized position by total assets

The Bailey Company 401(k) Plan vs every filed plan by assets

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

$17,896,881 Top 29% higher than 71% 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

The Bailey Company 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. The Bailey Company 401(k) Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Bailey Company 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Bailey Company 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • The Bailey Company 401(k) Plan reported participants rose from 260 in the plan year 2022 filing to 277 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620509807 · The Bailey Company, Inc. PY 2023 · 401(k)

The Bailey Company 401(k) Plan · $18M · 277 · 71st

  • PART $18M
  • TYPE 277
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Wow Logistics Company 401(k) Plan
  • BOY ind #4211

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 Wholesale Trade retirement plans → · Plans in Tennessee →

The Bailey Company 401(k) Plan in the asset neighbourhood

The Bailey Company 401(k) PlanThe Bailey Company 401(k) Pl…$18MWow Logistics Company 401(k) PlanWow Logistics Company 401(k)…$18MWood & Huston Bancorporation, Inc. 401(k) PlanWood & Huston Bancorporation…$18MRichard C. Mather D.V.M.,Inc. 401(k) Profit Sharing PlanRichard C. Mather D.V.M.,Inc…$18MEmi Industries, LLC 401(k) & Bonus PlanEmi Industries, LLC 401(k) &…$18M
End-of-year total assets ($M) among The Bailey Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN620509807
Plan Effective Date1984-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bailey Company, Inc.)

Sponsor-wide plan assets over time

All The Bailey Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 14.979756485230281% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $16.2M $18.6M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 260 $16M
2023 1 277 $18M
2024 1 325 $19M

Nearby 401(k) Plans in Tennessee

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

The Bailey Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Bailey Company 401(k) Plan, Total assets ($B): 0.017896881 · Participants: 277The Bailey Company 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
The Bailey Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Bailey Company 401(k) Plan side-by-side with 3 peers →

The Bailey Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Wow Logistics Company 401(k) Plan in WI ($18M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 The Bailey Company 401(k) Plan assets move in 2023? ▼
The Bailey Company 401(k) Plan grew at a solid clip - up 10.5% during 2023, from $16M to $18M. Reported net income was $2M.
How have The Bailey Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bailey Company, Inc.'s sponsor-wide assets grew 15.0%, from $16M to $19M.
Which 401(k) plans are similar in size to The Bailey Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wow Logistics Company 401(k) Plan in WI ($18M, 442 participants).
Which 401(k) plans cover a similar participant headcount to The Bailey Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (277 participants, $3M 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 620509807.

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.