401(k) · DOL Form 5500 · 2024
Baker Donelson Bearman Caldwell & Berkowitz P.C. 401(k) Plan
Data updated 2026-08-11
- $628M
- Total assets
- 1,105
- Participants
- 98th
- Percentile by assets
- $567,935
- Avg per participant
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.
- 98th percentile by assets (of 123,622 plans)
- #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.
- $628M
- total plan assets (2024 EOY)
- 1,105
- covered participants
- 98th
- percentile by assets (of 123,622 plans)
- $567,935
- avg assets per participant
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.
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan vs the 2024 asset distribution
By assets, Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan outranks 98% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 6.3x the national average plan size of $100M (721 average participants).
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.)
| 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.
Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan assets move in 2024? ▼
How have Baker Donelson Bearman Caldwell & Berkowitz P.C. plan assets changed over time? ▼
Where does Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan? ▼
Next read for Baker Donelson Bearman Caldwell & Berkow…
Scale reading
Ways to act on Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan's numbers.
- By total assets, Baker Donelson Bearman Caldwell & Berkowitz Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
- Baker Donelson Bearman Caldwell & Berkowitz P.C.'s sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans