401(k) · DOL Form 5500 · 2024
Bass, Berry & Sims 401(k) Plan
Data updated 2026-08-25
- $355M
- Total assets Above avg plan size
- 537
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $661,913
- Avg per participant High balance/head
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.
- #19,628 in Professional & Technical Services (20,173 peers)
Coverage in Tennessee
Bass, Berry & Sims Retirement & Savings Plan covers 537 participants in Tennessee, about 48% of the average Tennessee filer (state average ~1,126 per filing). Assets: $355M.
- #19,628
- in Professional & Technical Services (20,173 peers)
- +10.9%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Bass, Berry & Sims Retirement & Savings Plan's outsized position by total assets
Bass, Berry & Sims Retirement & Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$355,447,493 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Bass, Berry & Sims Retirement & Savings 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. Bass, Berry & Sims Retirement & Savings Plan sits mid-pack in the medium band (537 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 620125540 · Bass, Berry & Sims PY 2024 · 401(k)
Bass, Berry & Sims Retirement & Savings Plan · $355M · 537 · 96th
- BOOK $355M
- VS-ST 537
- BOY 96th
- SCH 401(k)
- EBSA near Central Laborers Annuity Plan
- PART ind #19628
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 →
Bass, Berry & Sims Retirement & Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Bass, Berry & Sims plans reported in each filing year
- Latest sponsor-wide plan assets
- $355M 39.11601969622765% vs 2022
- 2024 filing year
| 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.
- 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
Bass, Berry & Sims Retirement & Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Central Laborers Annuity Plan in IL ($356M); by covered participants it is Dowl LLC Retirement Savings and Investment Plan in AK (537 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($355M here).
- Central Laborers Annuity Plan (IL) $356M · 10,963
- 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
Similar participant headcount
Nearest other-state filings by covered participants (537 participants); asset peers above are excluded.
- Dowl LLC Retirement Savings and Investment Plan (AK) 537 · 0 off
- J.W. Speaker Corporation 401 (K) Plan (WI) 537 · 0 off
- Cgg 401(k) Retirement Plan (TX) 537 · 0 off
- Hp-Uov 401(k) Retirement Plan (WV) 537 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.