BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN · MEMPHIS, TN · plan year 2024
Reported admin expense ratio · 2024
0.07%
Peer grade: A-· admin costs + employer contributions vs same-size plans · how grading works
Baker Donelson Bearman Caldwell & Berkowitz P.C. reported $413,936 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $18,275 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 38th-largest of 1,496 plans among Tennessee employers on file, and the 285th of 11,654 in professional & technical services. In 2024, the employer put in $1.25 for every $1.00 employees contributed themselves; active participation has grown from 1,031 to 1,160 since 2022.
Plan summary
Net assets, end of year$627,568,677
Participants with balances1,622
Active participants1,160
Employer contributions$21,198,571
Employee contributions$17,017,029
Employer contribution per active participant$18,275
The Baker Donelson Bearman Caldwell & Berkowitz P.C. 401(k) match · 2024
Employer contribution per active participant$18,275
Median for plans this size$4,294
2024$18,275 per active participant
2023$15,456 per active participant
2022$14,497 per active participant
Baker Donelson Bearman Caldwell & Berkowitz P.C.'s 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
What these fees cost you
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Source: U.S. Department of Labor, Form 5500 series, EIN 621047356 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.