Baker Donelson Bearman Caldwell & Berkowitz P.c. 401(k) Plan: Login, Facts & Contact Information

Baker Donelson Bearman Caldwell & Berkowitz P.c. 401(k) Plan Facts

Plan name
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
Participants
1,597 (1,160 active employees)
Former employees with a balance
461
Plan assets
$627,568,677 at Dec 31, 2024
Average account balance
$386,910 across 1,622 accounts
Employer contributions
$21,198,571 in plan year 2024 (50% of all contributions)
Recordkeeper
Empower Annuity Ins. Co. Of America
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1990
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $42.5 million went into the plan in contributions, $21.2 million of it from the employer (50%).
  • $48.2 million was paid out to participants.
  • Investment and other income added $76.8 million.
  • Administrative expenses were $413,936, about $255 per account.

How the Baker Donelson Bearman Caldwell & Berkowitz P.c. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,852$471.8 million$14.9 million$33.9 million
20201,737$538.3 million$14.0 million$38.8 million
20211,659$603.2 million$14.5 million$41.2 million
20221,622$501.3 million$14.9 million$33.4 million
20231,702$556.9 million$16.8 million$59.5 million
20241,597$627.6 million$21.2 million$48.2 million

Baker Donelson Bearman Caldwell & Berkowitz P.c. 401(k) Contact Information

Phone
901-526-2000
Mailing address
165 MADISON AVENUE 20TH FLOOR FIRST TENNESSEE BUILDING, MEMPHIS TN 38103
Plan sponsor
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.
Employer identification number (EIN)
62-1047356
Plan number
002

Questions about the Baker Donelson Bearman Caldwell & Berkowitz P.c. 401(k)

Does Baker Donelson Bearman Caldwell & Berkowitz P.c contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $21.2 million, 50% of all contributions.

Does the Baker Donelson Bearman Caldwell & Berkowitz P.c 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Baker Donelson Bearman Caldwell & Berkowitz P.c 401(k) plan?

1,597 participants at the start of plan year 2024, 1,160 of them active employees, and 461 former employees who still had money in the plan.

What is the average 401(k) balance at Baker Donelson Bearman Caldwell & Berkowitz P.c?

About $386,910 per account: $627.6 million in plan assets across 1,622 accounts with a balance at the end of plan year 2024.

Who manages the Baker Donelson Bearman Caldwell & Berkowitz P.c 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INS. CO. OF AMERICA) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Baker Donelson Bearman Caldwell & Berkowitz P.c. How do I access my 401(k)?

Your account stays with Empower after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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