401(k) · DOL Form 5500 · 2024

Ampersand Partners, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size: 33
Participants Small participant base: 76th
Percentile by assets National rank: $820,129
Avg per participant High balance/head

Official DOL plan name: Ampersand Partners Retirement Plan · Sponsored by Ampersand Partners, LLC · Tennessee · Finance & Insurance

$27M in assets, 33 participants

Ampersand Partners, LLC's Ampersand Partners Retirement Plan reported $27M in total assets and 33 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.

#5,340 in Finance & Insurance (8,549 peers)

Where Ampersand Partners Retirement Plan sits by assets

Ampersand Partners Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 33 participants (~$820,129/participant), up 80.0% in 2024.

#5,340
in Finance & Insurance (8,549 peers): +80.0%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Ampersand Partners Retirement Plan's outsized position by total assets

Ampersand Partners Retirement Plan vs every filed plan by assets

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

$27,064,269 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

Ampersand Partners Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ampersand Partners Retirement Plan is a small filing (33 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 621627736 · Ampersand Partners, LLC PY 2024 · 401(k)

Ampersand Partners Retirement Plan · $27M · 33 · 76th

NET $27M
NET 33
NET 76th
NET 401(k)
NET near The 401(k) Retirement Plan
NET ind #5340

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 Finance & Insurance retirement plans → · Plans in Tennessee →

End-of-year total assets ($M) among Ampersand Partners Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$27M
Net Income	$12M
Employer EIN	621627736
Plan Effective Date	1977-05-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Ampersand Partners Retirement 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 Ampersand Partners Retirement Plan side-by-side with 3 peers →

Ampersand Partners Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is The 401(k) Retirement Plan in NY ($27M); by covered participants it is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

The 401(k) Retirement Plan (NY) $27M · 7
Human Services Management Corporation 401(k) and Profit Sharing Plan (MA) $27M · 572
Isola USA Corp. 401(k) Savings Plan (AZ) $27M · 241
First Entertainment Credit Union Defined Contribution Plan (CA) $27M · 228

Similar participant headcount

Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.

Univision De Puerto Rico Inc., Savings Plan (PR) 33 · 0 off
PLC Communications, Inc. 401(k) Plan (NC) 33 · 0 off
B & W Title Company Group 401(k) Plan (TX) 33 · 0 off
Main Street Advisors Retirement Plan (CA) 33 · 0 off

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 Ampersand Partners Retirement Plan assets move in 2024? ▼

Ampersand Partners Retirement Plan surged - up 80.0% during 2024, from $15M to $27M. Reported net income was $12M.

Where does Ampersand Partners Retirement Plan rank by assets among Form 5500 filers? ▼

Ampersand Partners Retirement Plan ranks in the 76th 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 Ampersand Partners Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is The 401(k) Retirement Plan in NY ($27M, 7 participants).

Which 401(k) plans cover a similar participant headcount to Ampersand Partners Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Univision De Puerto Rico Inc., Savings Plan in PR (33 participants, N/A 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 621627736.