401(k) · DOL Form 5500 · 2024

Bush Brothers & Company 401(k) Plan

Data updated 2026-08-06

$66M
Total assets
710
Participants
87th
Percentile by assets
$93,351
Avg per participant
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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.

  • 87th percentile by assets (of 116,472 plans)
  • #13,702 in Manufacturing (16,886 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.

$66M
total plan assets (2024 EOY)
710
covered participants
87th
percentile by assets (of 116,472 plans)
$93,351
avg assets per participant

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 →

State
Industry

Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement vs the 2024 asset distribution

By assets, Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement outranks 87% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (730 average participants).

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)

$240M$260M$280M$300M$320M 202220232024 $247M $299M ▲ +21.1%
Total plan assets by year, all Bush Brothers & Company plans on file
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

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 & Comp…Fedex Corporation Re…Hca 401(k) PlanFederal Express Corp…International Paper …Chs/Community Health…
Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement vs. nearby 401(k) plans in Tennessee, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement by total assets, not by location.

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 116,472 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).

Next read for Bush Brothers & Company Employees' 401(k…

Scale reading

Ways to act on Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement's numbers.

  • By total assets, Bush Brothers & Company Employees' 401(k) Plan and Trust Agreement ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
  • Bush Brothers & Company's sponsor-wide assets have grown 21.1% since 2022 across 3 plan years on file. More Manufacturing plans