401(k) · DOL Form 5500 · 2023

Boys & Girls Clubs of the Tennessee Valley 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
153
Participants Small participant base
48th
Percentile by assets National rank
$39,327
Avg per participant Low balance/head
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Official DOL plan name: Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan · Sponsored by Boys & Girls Clubs of the Tennessee Valley · Tennessee · Healthcare & Social Assistance

$6M in assets, 153 participants

Boys & Girls Clubs of the Tennessee Valley's Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan reported $6M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,328 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan covers 153 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $6M.

#9,328
in Healthcare & Social Assistance (17,684 peers)
+14.9%
assets growth YoY

Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan vs every filed plan by assets

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

$6,016,992 48th percentile higher than 48% 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

Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement 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. Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan reported participants rose from 119 in the plan year 2022 filing to 153 in the plan year 2023 filing.
  • Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan reported net income rose from $713K in the plan year 2022 filing to $781K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 620475743 · Boys & Girls Clubs of the Tennessee Valley PY 2023 · 401(k)

Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan · $6M · 153 · 48th

  • 5500 $6M
  • ASSETS 153
  • PCT 48th
  • EIN 401(k)
  • RANK near W.T. Haigh & Company, Inc. Profit Sharing and 401(k) Plan
  • PHOTO ind #9328

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan in the asset neighbourhood

Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement PlanBoys and Girls Clubs of the …$6MW.T. Haigh & Company, Inc. Profit Sharing and 401(k) PlanW.T. Haigh & Company, Inc. P…$6MSportsman Boats Manufacturing, Inc. 401(k) PlanSportsman Boats Manufacturin…$6MKerecis, LLC 401(k) Plan$6MSure Fire Protection Co., Inc. 401(k) Profit Sharing PlanSure Fire Protection Co., In…$6M
End-of-year total assets ($M) among Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$781K
Employer EIN620475743
Plan Effective Date1943-10-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Boys & Girls Clubs of the Tennessee Valley)

Sponsor-wide plan assets over time

All Boys & Girls Clubs of the Tennessee Valley plans reported in each filing year

Latest sponsor-wide plan assets
$7M 30.28913260219342% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.24M $6.82M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 119 $5M
2023 1 153 $6M
2024 1 164 $7M

Nearby 401(k) Plans in Tennessee

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

Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan, Total assets ($B): 0.006016992 · Participants: 153Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement 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
Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is W.T. Haigh & Company, Inc. Profit Sharing and 401(k) Plan in MA ($6M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan assets move in 2023?
Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan grew at a solid clip - up 14.9% during 2023, from $5M to $6M. Reported net income was $781K.
How have Boys & Girls Clubs of the Tennessee Valley plan assets changed over time?
Across 3 plan years on file (2022-2024), Boys & Girls Clubs of the Tennessee Valley's sponsor-wide assets grew 30.3%, from $5M to $7M.
Which 401(k) plans are similar in size to Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is W.T. Haigh & Company, Inc. Profit Sharing and 401(k) Plan in MA ($6M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Boys and Girls Clubs of the Tennessee Valley 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants, N/A in assets).