401(k) · DOL Form 5500 · 2024

Books-a-Million, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
3,020
Participants Above avg headcount
81st
Percentile by assets National rank
$13,326
Avg per participant Low balance/head
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Official DOL plan name: Books-a-Million, Inc. 401(k) Plan · Sponsored by Books-a-Million, Inc. · Alabama · Retail Trade

$40M in assets, 3,020 participants

Books-a-Million, Inc.'s Books-a-Million, Inc. 401(k) Plan reported $40M in total assets and 3,020 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,186 in Retail Trade (8,048 peers)

Coverage in Alabama

Books-a-Million, Inc. 401(k) Plan covers 3,020 participants in Alabama, 8.4x the typical Alabama plan (state average ~360 per filing). Assets: $40M.

#7,186
in Retail Trade (8,048 peers)
+14.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Books-a-Million, Inc. 401(k) Plan's outsized position by total assets

Books-a-Million, Inc. 401(k) Plan vs every filed plan by assets

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

$40,243,281 Top 19% higher than 81% 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

Books-a-Million, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Books-a-Million, Inc. 401(k) Plan lands in the large band (3,020 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Books-a-Million, Inc. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Books-a-Million, Inc. 401(k) Plan reported participants fell from 3,564 in the plan year 2023 filing to 3,020 in the plan year 2024 filing.
  • Books-a-Million, Inc. 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 630798460 · Books-a-Million, Inc. PY 2024 · 401(k)

Books-a-Million, Inc. 401(k) Plan · $40M · 3,020 · 81st

  • TYPE $40M
  • NET 3,020
  • BOOK 81st
  • VS-ST 401(k)
  • BOY near Old National Bank Pooled Employer Plan
  • SCH ind #7186

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 Retail Trade retirement plans → · Plans in Alabama →

Books-a-Million, Inc. 401(k) Plan in the asset neighbourhood

Old National Bank Pooled Employer PlanOld National Bank Pooled Emp…$40MDga 401(k) Profit Sharing PlanDga 401(k) Profit Sharing Pl…$40MRlj-Mclarty-Landers Automotive Holdings, LLC 401(k) PlanRlj-Mclarty-Landers Automoti…$40MBooks-a-Million, Inc. 401(k) PlanBooks-a-Million, Inc. 401(k)…$40MAnesthesia Medical Group of Santa Barbara 401(k) Profit Sharing PlanAnesthesia Medical Group of …$40M
End-of-year total assets ($M) among Books-a-Million, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN630798460
Plan Effective Date1972-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Books-a-Million, Inc.)

Sponsor-wide plan assets over time

All Books-a-Million, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 29.90183204752625% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31M $40.2M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 3,559 $31M
2023 1 3,564 $35M
2024 1 3,020 $40M

Nearby 401(k) Plans in Alabama

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

Books-a-Million, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -101234 Total assets ($B) Participants Books-a-Million, Inc. 401(k) Plan, Total assets ($B): 0.040243281 · Participants: 3020Books-a-Million, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Books-a-Million, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Books-a-Million, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Old National Bank Pooled Employer Plan in IN ($40M); by covered participants it is Lg Electronics Retirement Plan in NJ (3,020 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,020 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 Books-a-Million, Inc. 401(k) Plan assets move in 2024?
Books-a-Million, Inc. 401(k) Plan grew at a solid clip - up 14.3% during 2024, from $35M to $40M. Reported net income was $5M.
How have Books-a-Million, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Books-a-Million, Inc.'s sponsor-wide assets grew 29.9%, from $31M to $40M.
Where does Books-a-Million, Inc. 401(k) Plan rank by assets among Form 5500 filers?
Books-a-Million, Inc. 401(k) Plan ranks in the 81st 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 Books-a-Million, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Old National Bank Pooled Employer Plan in IN ($40M, 750 participants).
Which 401(k) plans cover a similar participant headcount to Books-a-Million, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Lg Electronics Retirement Plan in NJ (3,020 participants, $450M in assets).