401(k) · DOL Form 5500 · 2024
Batten & Shaw, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 70
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $162,959
- Avg per participant Above avg balance/head
Official DOL plan name: Batten & Shaw, Inc. 401(k) Plan · Sponsored by Batten & Shaw, Inc. · Tennessee · Construction
$11M in assets, 70 participants
Batten & Shaw, Inc.'s Batten & Shaw, Inc. 401(k) Plan reported $11M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #5,129 in Construction (9,039 peers)
Batten & Shaw, Inc. multi-year trail
Batten & Shaw, Inc.'s plans moved +41.4% in assets from 2022 to 2024; this filing shows Batten & Shaw, Inc. 401(k) Plan at $11M / 70 participants.
- #5,129
- in Construction (9,039 peers)
- +14.9%
- assets growth YoY
Batten & Shaw, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers
Batten & Shaw, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,407,122 Top 41% higher than 59% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Batten & Shaw, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Batten & Shaw, Inc. 401(k) Plan is a small filing (70 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Batten & Shaw, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Batten & Shaw, Inc. 401(k) Plan reported participants rose from 60 in the plan year 2023 filing to 70 in the plan year 2024 filing.
- Batten & Shaw, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 621346084 · Batten & Shaw, Inc. PY 2024 · 401(k)
Batten & Shaw, Inc. 401(k) Plan · $11M · 70 · 59th
- PART $11M
- PART 70
- PART 59th
- PART 401(k)
- PART near Taylor Oil Co., Inc. 401(k) Plan
- PART ind #5129
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 Construction retirement plans → · Plans in Tennessee →
Batten & Shaw, Inc. 401(k) Plan in the asset neighbourhood
Batten & Shaw, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Batten & Shaw, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 41.37314526415563% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 63 | $8M |
| 2023 | 1 | 60 | $10M |
| 2024 | 1 | 70 | $11M |
Batten & Shaw, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $1M |
| Employer EIN | 621346084 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Batten & Shaw, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Taylor Oil Co., Inc. 401(k) Plan in NJ ($11M); by covered participants it is Revenir Energy Services LLC 401(k) Plan in CO (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Taylor Oil Co., Inc. 401(k) Plan (NJ) $11M · 174
- Digger 401(k) Plan & Trust (IN) $11M · 487
- The San Antonio Country Club Retirement Savings Plan (TX) $11M · 154
- Test Rite Products Corp 401(k) Plan (CA) $11M · 165
Similar participant headcount
Nearest other-state filings by covered participants (70 participants); asset peers above are excluded.
- Revenir Energy Services LLC 401(k) Plan (CO) 70 · 0 off
- Bogota Savings Bank 401(k) Savings Plan (NJ) 70 · 0 off
- Quebedeaux Pontiac Gmc 401(k) Plan (AZ) 70 · 0 off
- Chairish, Inc. 401(k) Plan (CA) 70 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.