401(k) · DOL Form 5500 · 2024

Bass, Berry & Sims 401(k) Plan

Data updated 2026-07-24

$355M
Total assets: 537
Participants: 96th
Percentile by assets: $661,913
Avg per participant

Official DOL plan name: Bass, Berry & Sims Retirement & Savings Plan · Sponsored by Bass, Berry & Sims · Tennessee · Professional & Technical Services

$355M in assets, 537 participants

Bass, Berry & Sims's Bass, Berry & Sims Retirement & Savings Plan reported $355M in total assets and 537 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

96th percentile by assets (of 116,472 plans)

Coverage in Tennessee

Bass, Berry & Sims Retirement & Savings Plan covers 537 participants in Tennessee, about 48% of the average Tennessee filer (state average ~1,122 per filing). Assets: $355M.

$355M
total plan assets (2024 EOY): 537
covered participants: 96th
percentile by assets (of 116,472 plans): $661,913
avg assets per participant

Bass, Berry & Sims Retirement & Savings Plan reported net income fell from $65M in the plan year 2023 filing to $35M in the plan year 2024 filing.
Bass, Berry & Sims Retirement & Savings Plan end-of-year assets rose from $321M in the plan year 2023 filing to $355M in the plan year 2024 filing.
Bass, Berry & Sims Retirement & Savings Plan reported participants fell from 545 in the plan year 2023 filing to 537 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Tennessee

Industry

Professional & Technical Services

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,122 participants across 2,228 plans. Bass, Berry & Sims Retirement & Savings Plan reports 537 participants - about 48% of that state average ($355M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)	$321M
Net Assets (End of Year)	$355M
Net Income	$35M
Employer EIN	620125540
Plan Effective Date	1981-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bass, Berry & Sims)

Total plan assets by year, all Bass, Berry & Sims plans on file

Year	Plans	Participants	Total Assets
2022	1	501	$256M
2023	1	545	$321M
2024	1	537	$355M

Nearby 401(k) Plans in Tennessee

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

Bass, Berry & Sims Retirement & Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $25.4B · 113,079
Hca 401(k) Plan $23.8B · 307,086
Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
International Paper Company Salaried Savings Plan $5.0B · 12,564
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441

Compare Bass, Berry & Sims Retirement & Savings … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bass, Berry & Sims Retirement & Savings Plan by total assets, not by location.

Long Island Electric Utility Servco LLC Incentive Thrift Plan I (NY) $355M · 1,137
Accentcare 401(k) Retirement Savings Plan (TX) $355M · 27,349
Dodge & Cox Profit Sharing Plan (CA) $356M · 346
Evercore Partners Services East, LLC Retirement Plan (NY) $355M · 1,641

Frequently Asked Questions

How did Bass, Berry & Sims Retirement & Savings Plan assets move in 2024? ▼

Bass, Berry & Sims Retirement & Savings Plan grew at a solid clip - up 10.9% during 2024, from $321M to $355M. Reported net income was $35M.

How have Bass, Berry & Sims plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bass, Berry & Sims's sponsor-wide assets grew 39.1%, from $256M to $355M.

Where does Bass, Berry & Sims Retirement & Savings Plan rank by assets among Form 5500 filers? ▼

Bass, Berry & Sims Retirement & Savings Plan ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Bass, Berry & Sims Retirement & Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Long Island Electric Utility Servco LLC Incentive Thrift Plan I in NY ($355M, 1,137 participants).

Next read for Bass, Berry & Sims Retirement & Savings …

Filing takeaways

Ways to act on Bass, Berry & Sims Retirement & Savings Plan's numbers.

By total assets, Bass, Berry & Sims Retirement & Savings Plan ranks in the top 5% 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
Bass, Berry & Sims's sponsor-wide assets have grown 39.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 620125540.

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.