401(k) · DOL Form 5500 · 2024

Chambliss, Bahner, & Stophel, P.C 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
133
Participants Small participant base
84th
Percentile by assets National rank
$370,334
Avg per participant High balance/head
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Official DOL plan name: Chambliss, Bahner, & Stophel, P. C. Retirement · Sponsored by Chambliss, Bahner, & Stophel, P.C · Tennessee · Professional & Technical Services

$49M in assets, 133 participants

Chambliss, Bahner, & Stophel, P.C's Chambliss, Bahner, & Stophel, P. C. Retirement reported $49M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,100 in Professional & Technical Services (20,173 peers)

Coverage in Tennessee

Chambliss, Bahner, & Stophel, P. C. Retirement covers 133 participants in Tennessee, about 12% of the average Tennessee filer (state average ~1,126 per filing). Assets: $49M.

#17,100
in Professional & Technical Services (20,173 peers)
+16.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Chambliss, Bahner, & Stophel, P. C. Retirement's outsized position by total assets

Chambliss, Bahner, & Stophel, P. C. Retirement vs every filed plan by assets

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

$49,254,469 Top 16% higher than 84% 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

Chambliss, Bahner, & Stophel, P. C. Retirement 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. Chambliss, Bahner, & Stophel, P. C. Retirement sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Chambliss, Bahner, & Stophel, P. C. Retirement reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Chambliss, Bahner, & Stophel, P. C. Retirement end-of-year assets rose from $42M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Chambliss, Bahner, & Stophel, P. C. Retirement reported participants fell from 142 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 621674553 · Chambliss, Bahner, & Stophel, P.C PY 2024 · 401(k)

Chambliss, Bahner, & Stophel, P. C. Retirement · $49M · 133 · 84th

  • TYPE $49M
  • NET 133
  • BOOK 84th
  • VS-ST 401(k)
  • BOY near Penn Stuart & Eskridge Profit Sharing Plan
  • SCH ind #17100

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Chambliss, Bahner, & Stophel, P. C. Retirement in the asset neighbourhood

Itv US Holdings, Inc. 401(k) Plan & TrustItv US Holdings, Inc. 401(k)…$49MArrive Logistics 401(k) Plan$49MChambliss, Bahner, & Stophel, P. C. RetirementChambliss, Bahner, & Stophel…$49MPenn Stuart & Eskridge Profit Sharing PlanPenn Stuart & Eskridge Profi…$49MXplor Retirement Plan$49M
End-of-year total assets ($M) among Chambliss, Bahner, & Stophel, P. C. Retirement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$49M
Net Income$7M
Employer EIN621674553
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chambliss, Bahner, & Stophel, P.C)

Sponsor-wide plan assets over time

All Chambliss, Bahner, & Stophel, P.C plans reported in each filing year

Latest sponsor-wide plan assets
$49M 33.159522529222826% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37M $49.3M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 141 $37M
2023 1 142 $42M
2024 1 133 $49M

Nearby 401(k) Plans in Tennessee

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

Chambliss, Bahner, & Stophel, P. C. Retirement vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Chambliss, Bahner, & Stophel, P. C. Retirement, Total assets ($B): 0.049254469 · Participants: 133Chambliss, Bahner, & Stophel, P. C. RetirementFedex 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
Chambliss, Bahner, & Stophel, P. C. Retirement vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Chambliss, Bahner, & Stophel, P. C. Retirement side-by-side with 3 peers →

Chambliss, Bahner, & Stophel, P. C. Retirement's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Penn Stuart & Eskridge Profit Sharing Plan in VA ($49M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Chambliss, Bahner, & Stophel, P. C. Retirement assets move in 2024? ▼
Chambliss, Bahner, & Stophel, P. C. Retirement grew sharply - up 16.6% during 2024, from $42M to $49M. Reported net income was $7M.
How have Chambliss, Bahner, & Stophel, P.C plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chambliss, Bahner, & Stophel, P.C's sponsor-wide assets grew 33.2%, from $37M to $49M.
Where does Chambliss, Bahner, & Stophel, P. C. Retirement rank by assets among Form 5500 filers? ▼
Chambliss, Bahner, & Stophel, P. C. Retirement ranks in the 84th 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 Chambliss, Bahner, & Stophel, P. C. Retirement? ▼
Among 401(k) plans in other states, the closest by assets is Penn Stuart & Eskridge Profit Sharing Plan in VA ($49M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Chambliss, Bahner, & Stophel, P. C. Retirement? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621674553.

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.