401(k) · DOL Form 5500 · 2024

The Bailey Company, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
325
Participants Below avg headcount
69th
Percentile by assets National rank
$57,313
Avg per participant Low balance/head
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Official DOL plan name: The Bailey Company 401(k) Plan · Sponsored by The Bailey Company, Inc. · Tennessee · Wholesale Trade

$19M in assets, 325 participants

The Bailey Company, Inc.'s The Bailey Company 401(k) Plan reported $19M in total assets and 325 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,904 in Wholesale Trade (6,080 peers)

Coverage in Tennessee

The Bailey Company 401(k) Plan covers 325 participants in Tennessee, about 29% of the average Tennessee filer (state average ~1,126 per filing). Assets: $19M.

#3,904
in Wholesale Trade (6,080 peers)
+4.1%
assets growth YoY

The Bailey Company 401(k) Plan's outsized position by total assets

The Bailey Company 401(k) Plan vs every filed plan by assets

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

$18,626,724 Top 31% higher than 69% 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

The Bailey Company 401(k) Plan 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. The Bailey Company 401(k) Plan sits mid-pack in the medium band (325 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Bailey Company 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $730K in the plan year 2024 filing.
  • The Bailey Company 401(k) Plan reported participants rose from 277 in the plan year 2023 filing to 325 in the plan year 2024 filing.
  • The Bailey Company 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620509807 · The Bailey Company, Inc. PY 2024 · 401(k)

The Bailey Company 401(k) Plan · $19M · 325 · 69th

  • BOY $19M
  • BOY 325
  • BOY 69th
  • BOY 401(k)
  • BOY near Wm. F. Meyer Company Profit Sharing Plan
  • BOY ind #3904

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 Wholesale Trade retirement plans → · Plans in Tennessee →

The Bailey Company 401(k) Plan in the asset neighbourhood

The Bailey Company 401(k) PlanThe Bailey Company 401(k) Pl…$19MWm. F. Meyer Company Profit Sharing PlanWm. F. Meyer Company Profit …$19MMaytex and Zenith 401(k) Plan$19MThe Connor Group 401(k) Profit Sharing PlanThe Connor Group 401(k) Prof…$19MCenter for Alternative Sentencing and Employment Services, Inc. 403(b) PlanCenter for Alternative Sente…$19M
End-of-year total assets ($M) among The Bailey Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$730K
Employer EIN620509807
Plan Effective Date1984-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Bailey Company, Inc.)

Sponsor-wide plan assets over time

All The Bailey Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 14.979756485230281% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $16.2M $18.6M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 260 $16M
2023 1 277 $18M
2024 1 325 $19M

Nearby 401(k) Plans in Tennessee

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

The Bailey Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Bailey Company 401(k) Plan, Total assets ($B): 0.018626724 · Participants: 325The Bailey Company 401(k) PlanFedex 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
The Bailey Company 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Bailey Company 401(k) Plan side-by-side with 3 peers →

The Bailey Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Wm. F. Meyer Company Profit Sharing Plan in IL ($19M); by covered participants it is Falconwood, Inc. 401(k) Profit in VA (325 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (325 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 The Bailey Company 401(k) Plan assets move in 2024? ▼
The Bailey Company 401(k) Plan edged up modestly - up 4.1% during 2024, from $18M to $19M. Reported net income was $730K.
How have The Bailey Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Bailey Company, Inc.'s sponsor-wide assets grew 15.0%, from $16M to $19M.
Which 401(k) plans are similar in size to The Bailey Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wm. F. Meyer Company Profit Sharing Plan in IL ($19M, 109 participants).
Which 401(k) plans cover a similar participant headcount to The Bailey Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falconwood, Inc. 401(k) Profit in VA (325 participants, $29M 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 620509807.

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.