Civic Intelligence

Baker, Donelson, Bearman & Caldwell

Plan context: Baker, Donelson, Bearman & Caldwell 401K Plan

EIN 62-1047356 • Memphis, TN • 76 filings • 22 plans

165 Madison Avenue, Suite 2000Memphis, TN 38103
Current Snapshot

Latest Year

2024

2024 Participants

1,278

2024 Assets

$627,568,677

2024 Contributions

$42,450,194

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$627,568,677$313,784,339$0199920132024YearValue
$627,568,677Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1,4817410199920122024YearValue
1,278Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202421,278$627,568,677$42,450,194$33,216iApproximate average salary by contribution assumption: employee only about $830,403 at 4% or $553,602 at 6%; with 50% employer match about $553,602 at 4% or $369,068 at 6%; with 100% employer match about $415,201 at 4% or $276,801 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,160$627,568,677$42,450,194$36,595iApproximate average salary by contribution assumption: employee only about $914,875 at 4% or $609,917 at 6%; with 50% employer match about $609,917 at 4% or $406,611 at 6%; with 100% employer match about $457,437 at 4% or $304,958 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,278---
202321,221$556,940,884$34,801,537$28,502iApproximate average salary by contribution assumption: employee only about $712,562 at 4% or $475,041 at 6%; with 50% employer match about $475,041 at 4% or $316,694 at 6%; with 100% employer match about $356,281 at 4% or $237,521 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,089$556,940,884$34,801,537$31,957iApproximate average salary by contribution assumption: employee only about $798,933 at 4% or $532,622 at 6%; with 50% employer match about $532,622 at 4% or $355,081 at 6%; with 100% employer match about $399,467 at 4% or $266,311 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,221---
202221,177$501,328,527$28,962,745$24,607iApproximate average salary by contribution assumption: employee only about $615,181 at 4% or $410,121 at 6%; with 50% employer match about $410,121 at 4% or $273,414 at 6%; with 100% employer match about $307,591 at 4% or $205,060 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,031$501,328,527$28,962,745$28,092iApproximate average salary by contribution assumption: employee only about $702,297 at 4% or $468,198 at 6%; with 50% employer match about $468,198 at 4% or $312,132 at 6%; with 100% employer match about $351,149 at 4% or $234,099 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,177---
202121,124$603,191,581$28,574,497$25,422iApproximate average salary by contribution assumption: employee only about $635,554 at 4% or $423,703 at 6%; with 50% employer match about $423,703 at 4% or $282,468 at 6%; with 100% employer match about $317,777 at 4% or $211,851 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,030$603,191,581$28,574,497$27,742iApproximate average salary by contribution assumption: employee only about $693,556 at 4% or $462,371 at 6%; with 50% employer match about $462,371 at 4% or $308,247 at 6%; with 100% employer match about $346,778 at 4% or $231,185 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,124---
202021,182$538,331,627$27,172,514$22,989iApproximate average salary by contribution assumption: employee only about $574,715 at 4% or $383,143 at 6%; with 50% employer match about $383,143 at 4% or $255,429 at 6%; with 100% employer match about $287,357 at 4% or $191,572 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,138$538,331,627$27,172,514$23,877iApproximate average salary by contribution assumption: employee only about $596,936 at 4% or $397,957 at 6%; with 50% employer match about $397,957 at 4% or $265,305 at 6%; with 100% employer match about $298,468 at 4% or $198,979 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,182---
201921,279$471,813,840$30,560,073$23,894iApproximate average salary by contribution assumption: employee only about $597,343 at 4% or $398,229 at 6%; with 50% employer match about $398,229 at 4% or $265,486 at 6%; with 100% employer match about $298,672 at 4% or $199,114 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,182$471,813,840$30,560,073$25,855iApproximate average salary by contribution assumption: employee only about $646,364 at 4% or $430,909 at 6%; with 50% employer match about $430,909 at 4% or $287,273 at 6%; with 100% employer match about $323,182 at 4% or $215,455 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,279---
201821,382$400,959,917$29,987,409$21,699iApproximate average salary by contribution assumption: employee only about $542,464 at 4% or $361,643 at 6%; with 50% employer match about $361,643 at 4% or $241,095 at 6%; with 100% employer match about $271,232 at 4% or $180,821 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,277$400,959,917$29,987,409$23,483iApproximate average salary by contribution assumption: employee only about $587,068 at 4% or $391,378 at 6%; with 50% employer match about $391,378 at 4% or $260,919 at 6%; with 100% employer match about $293,534 at 4% or $195,689 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,382---
201721,481$415,261,652$83,722,289$56,531iApproximate average salary by contribution assumption: employee only about $1,413,273 at 4% or $942,182 at 6%; with 50% employer match about $942,182 at 4% or $628,121 at 6%; with 100% employer match about $706,636 at 4% or $471,091 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,376$415,261,652$83,722,289$60,845iApproximate average salary by contribution assumption: employee only about $1,521,117 at 4% or $1,014,078 at 6%; with 50% employer match about $1,014,078 at 4% or $676,052 at 6%; with 100% employer match about $760,559 at 4% or $507,039 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,481---
201621,357$289,948,878$28,012,561$20,643iApproximate average salary by contribution assumption: employee only about $516,075 at 4% or $344,050 at 6%; with 50% employer match about $344,050 at 4% or $229,367 at 6%; with 100% employer match about $258,038 at 4% or $172,025 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,240$289,948,878$28,012,561$22,591iApproximate average salary by contribution assumption: employee only about $564,769 at 4% or $376,513 at 6%; with 50% employer match about $376,513 at 4% or $251,009 at 6%; with 100% employer match about $282,385 at 4% or $188,256 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,357---
201521,374$256,244,230$25,837,961$18,805iApproximate average salary by contribution assumption: employee only about $470,123 at 4% or $313,415 at 6%; with 50% employer match about $313,415 at 4% or $208,944 at 6%; with 100% employer match about $235,062 at 4% or $156,708 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,190$256,244,230$25,837,961$21,713iApproximate average salary by contribution assumption: employee only about $542,814 at 4% or $361,876 at 6%; with 50% employer match about $361,876 at 4% or $241,251 at 6%; with 100% employer match about $271,407 at 4% or $180,938 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,374---
201421,289$241,353,890$21,783,556$16,900iApproximate average salary by contribution assumption: employee only about $422,489 at 4% or $281,660 at 6%; with 50% employer match about $281,660 at 4% or $187,773 at 6%; with 100% employer match about $211,245 at 4% or $140,830 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,177$241,353,890$21,783,556$18,508iApproximate average salary by contribution assumption: employee only about $462,692 at 4% or $308,462 at 6%; with 50% employer match about $308,462 at 4% or $205,641 at 6%; with 100% employer match about $231,346 at 4% or $154,231 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,289---
201321,215$216,875,305$20,177,087$16,607iApproximate average salary by contribution assumption: employee only about $415,166 at 4% or $276,778 at 6%; with 50% employer match about $276,778 at 4% or $184,518 at 6%; with 100% employer match about $207,583 at 4% or $138,389 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,112$216,875,305$20,177,087$18,145iApproximate average salary by contribution assumption: employee only about $453,622 at 4% or $302,414 at 6%; with 50% employer match about $302,414 at 4% or $201,610 at 6%; with 100% employer match about $226,811 at 4% or $151,207 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,215---
201241,243$175,769,480$23,481,405$18,891iApproximate average salary by contribution assumption: employee only about $472,273 at 4% or $314,849 at 6%; with 50% employer match about $314,849 at 4% or $209,899 at 6%; with 100% employer match about $236,136 at 4% or $157,424 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,104$175,769,480$23,481,405$21,269iApproximate average salary by contribution assumption: employee only about $531,735 at 4% or $354,490 at 6%; with 50% employer match about $354,490 at 4% or $236,327 at 6%; with 100% employer match about $265,867 at 4% or $177,245 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,243---
BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ - LONG TERM DISABILITY-1,106---
BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ - GROUP LIFE INSURANCE-1,106---
201121,211$154,626,711$19,041,279$15,724iApproximate average salary by contribution assumption: employee only about $393,090 at 4% or $262,060 at 6%; with 50% employer match about $262,060 at 4% or $174,707 at 6%; with 100% employer match about $196,545 at 4% or $131,030 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,051$154,626,711$19,041,279$18,117iApproximate average salary by contribution assumption: employee only about $452,932 at 4% or $301,955 at 6%; with 50% employer match about $301,955 at 4% or $201,303 at 6%; with 100% employer match about $226,466 at 4% or $150,977 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,211---
201051,099$146,553,350$18,040,777$16,416iApproximate average salary by contribution assumption: employee only about $410,391 at 4% or $273,594 at 6%; with 50% employer match about $273,594 at 4% or $182,396 at 6%; with 100% employer match about $205,195 at 4% or $136,797 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,035$146,553,350$18,040,777$17,431iApproximate average salary by contribution assumption: employee only about $435,768 at 4% or $290,512 at 6%; with 50% employer match about $290,512 at 4% or $193,674 at 6%; with 100% employer match about $217,884 at 4% or $145,256 at 6%.
BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ LONG TERM DISABILITY-0---
BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ - GROUP LIFE INSURANCE-0---
BAKER, DONELSON, BEARMAN, CALDWELL, AND BERKOWITZ EMPLOYEE ASSISTANCE PLAN-0---
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,099---
200961,088$118,515,459$18,406,055$16,917iApproximate average salary by contribution assumption: employee only about $422,933 at 4% or $281,955 at 6%; with 50% employer match about $281,955 at 4% or $187,970 at 6%; with 100% employer match about $211,467 at 4% or $140,978 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,038$118,515,459$18,406,055$17,732iApproximate average salary by contribution assumption: employee only about $443,306 at 4% or $295,537 at 6%; with 50% employer match about $295,537 at 4% or $197,025 at 6%; with 100% employer match about $221,653 at 4% or $147,769 at 6%.
BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ LONG TERM DISABILITY-1,088---
BAKER, DONELSON, BEARMAN, CALDWELL, AND BERKOWITZ EMPLOYEE ASSISTANCE PLAN-1,059---
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,009---
BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ - GROUP LIFE INSURANCE-1,088---
BAKER, DONELSON, BEARMAN, CALDWELL, AND BERKOWITZ LONG TERM DISABILITY-1,088---
200831,106$85,360,543$15,712,959$14,207iApproximate average salary by contribution assumption: employee only about $355,175 at 4% or $236,784 at 6%; with 50% employer match about $236,784 at 4% or $157,856 at 6%; with 100% employer match about $177,588 at 4% or $118,392 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-1,005$85,360,543$15,712,959$15,635iApproximate average salary by contribution assumption: employee only about $390,870 at 4% or $260,580 at 6%; with 50% employer match about $260,580 at 4% or $173,720 at 6%; with 100% employer match about $195,435 at 4% or $130,290 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-1,038---
BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ LONG TERM DISABILITY-1,106---
200731,081$106,215,866$15,186,456$14,049iApproximate average salary by contribution assumption: employee only about $351,213 at 4% or $234,142 at 6%; with 50% employer match about $234,142 at 4% or $156,095 at 6%; with 100% employer match about $175,607 at 4% or $117,071 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-898$106,215,866$15,186,456$16,911iApproximate average salary by contribution assumption: employee only about $422,786 at 4% or $281,857 at 6%; with 50% employer match about $281,857 at 4% or $187,905 at 6%; with 100% employer match about $211,393 at 4% or $140,929 at 6%.
BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ LONG TERM DISABILITY-1,081---
BAKER, DONELSON, BEARMAN, CALDWELL AND BERKOWITZ - GROUP LIFE INSURANCE-1,081---
20063940$91,339,137$12,165,088$12,942iApproximate average salary by contribution assumption: employee only about $323,540 at 4% or $215,693 at 6%; with 50% employer match about $215,693 at 4% or $143,795 at 6%; with 100% employer match about $161,770 at 4% or $107,847 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-841$91,339,137$12,165,088$14,465iApproximate average salary by contribution assumption: employee only about $361,626 at 4% or $241,084 at 6%; with 50% employer match about $241,084 at 4% or $160,723 at 6%; with 100% employer match about $180,813 at 4% or $120,542 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-881---
BAKER DONELSON BEARMAN CALDWELL AND BERKOWITZ LONG TERM DISABILITY-940---
200551,003$73,217,405$10,430,139$10,399iApproximate average salary by contribution assumption: employee only about $259,974 at 4% or $173,316 at 6%; with 50% employer match about $173,316 at 4% or $115,544 at 6%; with 100% employer match about $129,987 at 4% or $86,658 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-776$73,217,405$10,430,139$13,441iApproximate average salary by contribution assumption: employee only about $336,023 at 4% or $224,015 at 6%; with 50% employer match about $224,015 at 4% or $149,343 at 6%; with 100% employer match about $168,011 at 4% or $112,008 at 6%.
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-839---
BAKER DONELSON BEARMAN CALDWELL AND BERKOWITZ GROUP LIFE INSURANCE-1,003---
BAKER DONELSON BEARMAN CALDWELL AND BERKOWITZ LONG TERM DISABILITY-913---
BAKER DONELSON BEARMAN CALDWELL AND BERKOWITZ LONG TERM DISABILITY-913---
20044948$61,136,455$8,896,166$9,384iApproximate average salary by contribution assumption: employee only about $234,604 at 4% or $156,402 at 6%; with 50% employer match about $156,402 at 4% or $104,268 at 6%; with 100% employer match about $117,302 at 4% or $78,201 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-676$61,136,455$8,896,166$13,160iApproximate average salary by contribution assumption: employee only about $329,000 at 4% or $219,333 at 6%; with 50% employer match about $219,333 at 4% or $146,222 at 6%; with 100% employer match about $164,500 at 4% or $109,667 at 6%.
BAKER DONELSON BEARMAN CALDWELL AND BERKOWITZ LONG TERM DISABILITY-855---
BAKER DONELSON BEARMAN CALDWELL AND BERKOWITZ GROUP LIFE INSURANCE-948---
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-679---
20034788$34,278,081$5,411,378$6,867iApproximate average salary by contribution assumption: employee only about $171,681 at 4% or $114,454 at 6%; with 50% employer match about $114,454 at 4% or $76,303 at 6%; with 100% employer match about $85,840 at 4% or $57,227 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-463$34,278,081$5,411,378$11,688iApproximate average salary by contribution assumption: employee only about $292,191 at 4% or $194,794 at 6%; with 50% employer match about $194,794 at 4% or $129,863 at 6%; with 100% employer match about $146,096 at 4% or $97,397 at 6%.
BAKER DONELSON BEARMAN CALDWELL AND BERKOWITZ LONG TERM DISABILITY-732---
BAKER DONELSON BEARMAN CALDWELL AND BERKOWITZ GROUP LIFE INSURANCE-788---
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-531---
20024539$25,608,841$4,743,560$8,801iApproximate average salary by contribution assumption: employee only about $220,017 at 4% or $146,678 at 6%; with 50% employer match about $146,678 at 4% or $97,785 at 6%; with 100% employer match about $110,008 at 4% or $73,339 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-439$25,608,841$4,743,560$10,805iApproximate average salary by contribution assumption: employee only about $270,134 at 4% or $180,090 at 6%; with 50% employer match about $180,090 at 4% or $120,060 at 6%; with 100% employer match about $135,067 at 4% or $90,045 at 6%.
BAKER DONELSON BEARMAN AND CALDWELL GROUP LIFE-539---
BAKER DONELSON BEARMAN AND CALDWELL LONG TERM DISABILITY-539---
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-484---
20014575$0$0-
BAKER DONELSON BEARMAN AND CALDWELL LONG TERM-575---
BAKER DONELSON BEARMAN AND CALDWELLGROUP LIFE-575---
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-406---
Baker, Donelson, Bearman & Caldwell 401K Plan-424---
20004564$0$0-
BAKER DONELSON BEARMAN AND CALDWELL GROUP LIFE-564---
BAKER, DONELSON, BEARMAN AND CALDWELL LONG TERM-564---
Baker, Donelson, Bearman & Caldwell 401K Plan-431---
Baker, Donelson, Bearman, Caldwell, and Berkowitz Health Plan-507---
19991426$26,786,212$3,840,927$9,016iApproximate average salary by contribution assumption: employee only about $225,407 at 4% or $150,271 at 6%; with 50% employer match about $150,271 at 4% or $100,181 at 6%; with 100% employer match about $112,703 at 4% or $75,136 at 6%.
Baker, Donelson, Bearman & Caldwell 401K Plan-426$26,786,212$3,840,927$9,016iApproximate average salary by contribution assumption: employee only about $225,407 at 4% or $150,271 at 6%; with 50% employer match about $150,271 at 4% or $100,181 at 6%; with 100% employer match about $112,703 at 4% or $75,136 at 6%.