401(k) · DOL Form 5500 · 2024

Bush Brothers & Company 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
710
Participants Below avg headcount
87th
Percentile by assets National rank
$93,351
Avg per participant Below avg balance/head
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Official DOL plan name: Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement · Sponsored by Bush Brothers & Company · Tennessee · Manufacturing

$66M in assets, 710 participants

Bush Brothers & Company's Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement reported $66M in total assets and 710 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #14,458 in Manufacturing (17,777 peers)

Where Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement sits by assets

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement sits in the top quartile of all filed plans by assets, $66M for 710 participants (~$93,351/participant), up 14.4% in 2024.

#14,458
in Manufacturing (17,777 peers)
+14.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement's outsized position by total assets

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$66,279,225 Top 13% higher than 87% of 123,620 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 2024

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement sits mid-pack in the medium band (710 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement end-of-year assets rose from $58M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620145910 · Bush Brothers & Company PY 2024 · 401(k)

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement · $66M · 710 · 87th

  • PHOTO $66M
  • IND 710
  • EOY 87th
  • 5500 401(k)
  • ASSETS near Co-Op 401(k) Plan
  • PCT ind #14458

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 Manufacturing retirement plans → · Plans in Tennessee →

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement in the asset neighbourhood

Southern Glazer's Union 401(k) PlanSouthern Glazer's Union 401(…$66MBush Brothers & Company Employees' 401(k) Plan and Trust AgreementBush Brothers & Company Empl…$66MCo-Op 401(k) Plan$66MBettcher Industries, Inc. 401(k) Retirement Savings PlanBettcher Industries, Inc. 40…$66MAristotle Capital Management, LLC 401(k) PlanAristotle Capital Management…$66M
End-of-year total assets ($M) among Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$66M
Net Income$8M
Employer EIN620145910
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bush Brothers & Company)

Sponsor-wide plan assets over time

All Bush Brothers & Company plans reported in each filing year

Latest sponsor-wide plan assets
$299M 21.144341327119715% vs 2022
2024 filing year
$240M$260M$280M$300M$320M 202220232024 $247M $299M ▲ +21.1%
Year Plans Participants Total Assets
2022 2 1,387 $247M
2023 2 1,346 $277M
2024 2 1,365 $299M

Nearby 401(k) Plans in Tennessee

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

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement, Total assets ($B): 0.066279225 · Participants: 710Bush Brothers & Company Employees' 401(k) Plan and Trust AgreementFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement vs. nearby 401(k) plans in Tennessee, assets vs. participants

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Co-Op 401(k) Plan in NE ($66M); by covered participants it is Transystems Retirement Plan in MT (710 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (710 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement assets move in 2024? ▼
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement grew at a solid clip - up 14.4% during 2024, from $58M to $66M. Reported net income was $8M.
How have Bush Brothers & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bush Brothers & Company's sponsor-wide assets grew 21.1%, from $247M to $299M.
Where does Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement rank by assets among Form 5500 filers? ▼
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is Co-Op 401(k) Plan in NE ($66M, 956 participants).
Which 401(k) plans cover a similar participant headcount to Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is Transystems Retirement Plan in MT (710 participants, $8M in assets).