401(k) · DOL Form 5500 · 2024

Bellsouth, LLC 401(k) Plan

Data updated 2026-08-25

$2.5B
Total assets Very large vs avg
11,993
Participants Very large workforce
99th
Percentile by assets National rank
$210,854
Avg per participant Above avg balance/head
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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.

  • #2,782 in Information & Media (2,822 peers)

Coverage in Texas

Bellsouth Savings and Security Plan covers 11,993 participants in Texas, 17x the typical Texas plan (state average ~688 per filing). Assets: $2.5B.

#2,782
in Information & Media (2,822 peers)
+8.6%
assets growth YoY
25×
vs typical plan assets (national mean)

Bellsouth Savings and Security Plan's outsized position by total assets

Bellsouth Savings and Security Plan vs every filed plan by assets

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

$2,528,777,000 Top 1% higher than 99% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Bellsouth Savings and Security Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellsouth Savings and Security Plan is a mega filing (11,993 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Form 5500 schedule snapshot

Filing strip 581533433 · Bellsouth, LLC PY 2024 · 401(k)

Bellsouth Savings and Security Plan · $2.5B · 11,993 · 99th

  • VS-ST $2.5B
  • BOY 11,993
  • SCH 99th
  • EBSA 401(k)
  • PART near Fox Savings Plan
  • TYPE ind #2782

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 Information & Media retirement plans → · Plans in Texas →

Bellsouth Savings and Security Plan in the asset neighbourhood

Genuine Parts Company 401(k) Savings PlanGenuine Parts Company 401(k)…$2.5BBellsouth Savings and Security PlanBellsouth Savings and Securi…$2.5BFox Savings Plan$2.5BBridgestone Americas, Inc. Tax-Efficient Savings PlanBridgestone Americas, Inc. T…$2.5BFirst American Financial Corporation 401(k) Savings PlanFirst American Financial Cor…$2.5B
End-of-year total assets ($B) among Bellsouth Savings and Security Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$2.3B
Net Assets (End of Year)$2.5B
Net Income$200M
Employer EIN581533433
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellsouth, LLC)

Sponsor-wide plan assets over time

All Bellsouth, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.5B 18.358237247518776% vs 2022
2024 filing year
$2B$2.2B$2.4B$2.6B 202220232024 $2.14B $2.53B ▲ +18.2%
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 Scatter plot of 6 data points. 050000100000150000 01020304050 Total assets ($B) Participants Bellsouth Savings and Security Plan, Total assets ($B): 2.528777 · Participants: 11993Bellsouth Savings and Security PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Bellsouth Savings and Security Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bellsouth Savings and Security Plan side-by-side with 3 peers →

Scale composition for Bellsouth Savings and Security Plan

Bellsouth Savings and Security Plan reports $2.5B in end-of-year assets across 11,993 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $210,854 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2024 was $200M.

This plan identity (EIN 581533433, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.1B to $2.5B (+18.4%) while covered participants moved from 13,450 to 11,993 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 13,450 $2.1B Open filing
2023 12,774 $2.3B Open filing
2024 · index core 11,993 $2.5B This page

Bellsouth Savings and Security Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Fox Savings Plan in NY ($2.5B); by covered participants it is My 401(k) Plan in OH (11,993 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (11,993 participants); asset peers above are excluded.

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 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 123,622 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).
Which 401(k) plans cover a similar participant headcount to Bellsouth Savings and Security Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is My 401(k) Plan in OH (11,993 participants, $103M 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 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.