401(k) · DOL Form 5500 · 2024
Bath Fitter Tennessee, Inc. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 588
- Participants Below avg headcount
- 76th
- Percentile by assets National rank
- $46,515
- Avg per participant Low balance/head
Official DOL plan name: Bath Fitter USA Retirement Plan · Sponsored by Bath Fitter Tennessee, Inc. · Tennessee · Manufacturing
$27M in assets, 588 participants
Bath Fitter Tennessee, Inc.'s Bath Fitter USA Retirement Plan reported $27M in total assets and 588 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #11,878 in Manufacturing (17,777 peers)
Where Bath Fitter USA Retirement Plan sits by assets
Bath Fitter USA Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 588 participants (~$46,515/participant), up 16.9% in 2024.
- #11,878
- in Manufacturing (17,777 peers)
- +16.9%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Bath Fitter USA Retirement Plan's outsized position by total assets
Bath Fitter USA Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,350,548 Top 24% higher than 76% 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
Bath Fitter USA Retirement 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. Bath Fitter USA Retirement Plan sits mid-pack in the medium band (588 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Bath Fitter USA Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2024 filing.
- Bath Fitter USA Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $27M in the plan year 2024 filing.
- Bath Fitter USA Retirement Plan reported participants rose from 509 in the plan year 2022 filing to 588 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 621811549 · Bath Fitter Tennessee, Inc. PY 2024 · 401(k)
Bath Fitter USA Retirement Plan · $27M · 588 · 76th
- EOY $27M
- EOY 588
- EOY 76th
- EOY 401(k)
- EOY near Eliquent 401(k) Plan
- EOY ind #11878
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 Manufacturing retirement plans → · Plans in Tennessee →
Bath Fitter USA Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | $4M |
| Employer EIN | 621811549 |
| Plan Effective Date | 2004-08-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bath Fitter Tennessee, Inc.)
Sponsor-wide plan assets over time
All Bath Fitter Tennessee, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 46.98895530459075% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 509 | $19M |
| 2024 | 1 | 588 | $27M |
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
Bath Fitter USA Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Eliquent 401(k) Plan in CA ($27M); by covered participants it is Mood401(k) Savings and Retirement Plan in TX (588 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Eliquent 401(k) Plan (CA) $27M · 159
- Navvis & Company 401(k) Plan (MO) $27M · 295
- Seabrook Brothers and Sons, Inc. Profit Sharing Plan (NJ) $27M · 233
- Parametric Solutions Inc. 401(k) Profit Sharing Plan and Trust (FL) $27M · 115
Similar participant headcount
Nearest other-state filings by covered participants (588 participants); asset peers above are excluded.
- Mood401(k) Savings and Retirement Plan (TX) 588 · 0 off
- The Davis Companies 401(k) Retirement Plan (MA) 588 · 0 off
- Alliance Rv 401(k) and Profit Sharing Plan (IN) 588 · 0 off
- Plunkett's Pest Control, Inc. Employee Savings Plan (MN) 588 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.