401(k) · DOL Form 5500 · 2024

Bellsouth, LLC 401(k) Plan

Data updated 2026-07-24

$2.5B
Total assets: 11,993
Participants: 99th
Percentile by assets: $210,854
Avg per participant

Official DOL plan name: Bellsouth Savings and Security Plan · Sponsored by Bellsouth, LLC · Texas · Information & Media

$2.5B in assets, 11,993 participants

Bellsouth, LLC's Bellsouth Savings and Security Plan reported $2.5B in total assets and 11,993 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

99th percentile by assets (of 116,472 plans)

Coverage in Texas

Bellsouth Savings and Security Plan covers 11,993 participants in Texas, 17x the typical Texas plan (state average ~704 per filing). Assets: $2.5B.

$2.5B
total plan assets (2024 EOY): 11,993
covered participants: 99th
percentile by assets (of 116,472 plans): $210,854
avg assets per participant

Bellsouth Savings and Security Plan end-of-year assets rose from $2.3B in the plan year 2023 filing to $2.5B in the plan year 2024 filing.
Bellsouth Savings and Security Plan reported participants fell from 12,774 in the plan year 2023 filing to 11,993 in the plan year 2024 filing.
Bellsouth Savings and Security Plan reported net income rose from $191M in the plan year 2023 filing to $200M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Texas

Industry

Information & Media

Participants vs Texas filers

In Texas, the average filing covers about 704 participants across 9,718 plans. Bellsouth Savings and Security Plan reports 11,993 participants - 17x that state average ($2.5B EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$2.3B
Net Assets (End of Year)	$2.5B
Net Income	$200M
Employer EIN	581533433
Plan Effective Date	1979-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bellsouth, LLC)

Total plan assets by year, all Bellsouth, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	13,450	$2.1B
2023	1	12,774	$2.3B
2024	1	11,993	$2.5B

Nearby 401(k) Plans in Texas

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

Bellsouth Savings and Security Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Bellsouth Savings and Security Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bellsouth Savings and Security Plan by total assets, not by location.

Fox Savings Plan (NY) $2.5B · 10,514
Bridgestone Americas, Inc. Tax-Efficient Savings Plan (TN) $2.5B · 11,608
First American Financial Corporation 401(k) Savings Plan (CA) $2.5B · 11,525
Genuine Parts Company 401(k) Savings Plan (GA) $2.5B · 29,481

Frequently Asked Questions

How did Bellsouth Savings and Security Plan assets move in 2024? ▼

Bellsouth Savings and Security Plan grew at a solid clip - up 8.6% during 2024, from $2.3B to $2.5B. Reported net income was $200M.

How have Bellsouth, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bellsouth, LLC's sponsor-wide assets grew 18.4%, from $2.1B to $2.5B.

Where does Bellsouth Savings and Security Plan rank by assets among Form 5500 filers? ▼

Bellsouth Savings and Security Plan ranks in the 99th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).

Which 401(k) plans are similar in size to Bellsouth Savings and Security Plan? ▼

Among 401(k) plans in other states, the closest by assets is Fox Savings Plan in NY ($2.5B, 10,514 participants).

Next read for Bellsouth Savings and Security Plan

Filing takeaways

Ways to act on Bellsouth Savings and Security Plan's numbers.

By total assets, Bellsouth Savings and Security Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
Bellsouth, LLC's sponsor-wide assets have grown 18.4% since 2022 across 3 plan years on file. More Information & Media 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 581533433.

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.