401(k) · DOL Form 5500 · 2024
Baker Donelson Bearman Caldwell & Berkowitz P.C. 401(k) Plan
Data updated 2026-08-25
- $628M
- Total assets Above avg plan size
- 1,105
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $567,935
- Avg per participant High balance/head
Official DOL plan name: Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan · Sponsored by Baker Donelson Bearman Caldwell & Berkowitz P.C. · Tennessee · Professional & Technical Services
$628M in assets, 1,105 participants
Baker Donelson Bearman Caldwell & Berkowitz P.C.'s Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan reported $628M in total assets and 1,105 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #19,849 in Professional & Technical Services (20,173 peers)
Where Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan sits by assets
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan sits in the top 5% of all filed plans by assets, $628M for 1,105 participants (~$567,935/participant), up 12.7% in 2024.
- #19,849
- in Professional & Technical Services (20,173 peers)
- +12.7%
- assets growth YoY
- 6.3×
- vs typical plan assets (national mean)
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan's outsized position by total assets
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$627,568,677 Top 2% higher than 98% 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
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan lands in the large band (1,105 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan reported net income rose from $56M in the plan year 2023 filing to $71M in the plan year 2024 filing.
- Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan end-of-year assets rose from $557M in the plan year 2023 filing to $628M in the plan year 2024 filing.
- Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan reported participants rose from 1,038 in the plan year 2023 filing to 1,105 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 621047356 · Baker Donelson Bearman Caldwell & Berkowitz P.C. PY 2024 · 401(k)
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan · $628M · 1,105 · 98th
- SCH $628M
- SCH 1,105
- SCH 98th
- SCH 401(k)
- SCH near Intelsat 401(k) Retirement Savings Plan
- SCH ind #19849
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 →
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $557M |
|---|---|
| Net Assets (End of Year) | $628M |
| Net Income | $71M |
| Employer EIN | 621047356 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Baker Donelson Bearman Caldwell & Berkowitz P.C.)
Sponsor-wide plan assets over time
All Baker Donelson Bearman Caldwell & Berkowitz P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $628M 25.181122398007883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,040 | $501M |
| 2023 | 1 | 1,038 | $557M |
| 2024 | 1 | 1,105 | $628M |
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
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Intelsat 401(k) Retirement Savings Plan in VA ($628M); by covered participants it is Cvb Financial Corp. 401(k) & Profit Sharing Plan in CA (1,105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($628M here).
- Intelsat 401(k) Retirement Savings Plan (VA) $628M · 1,575
- Scholastic Corporation 401(k) Savings and Retirement Plan (NY) $627M · 4,982
- Twilio 401(k) Plan (CA) $629M · 3,492
- Southstate Bank 401(k) Retirement Savings Plan (FL) $629M · 5,297
Similar participant headcount
Nearest other-state filings by covered participants (1,105 participants); asset peers above are excluded.
- Cvb Financial Corp. 401(k) & Profit Sharing Plan (CA) 1,105 · 0 off
- Burke Porter Group Retirement and Savings Plan (MI) 1,105 · 0 off
- Allen Distribution 401(k) and Profit Sharing Plan (PA) 1,105 · 0 off
- Canyon & Red Rock 401(k) Plan (UT) 1,105 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.