Employers › Former BL Stores
Recordkeeping fees per participant · Big Lots Savings Plan · plan year 2024
$81.87
Higher than 86% of the 1,697 plans $250M to 1B that report it.
= $480,328 / 5,867
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250708141732NAL0002308979001, received 2025-07-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250708141732NAL0002308979001, received 2025-07-08
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-08.
Administrative expenses excluding investment management, per participant
$82.38
Higher than 64% of the 2,324 plans $250M to 1B that report it.
= $483,328 / 5,867
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250708141732NAL0002308979001, received 2025-07-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250708141732NAL0002308979001, received 2025-07-08
Administrative expenses per participant
$97.02
Higher than 57% of the 2,405 plans $250M to 1B that report it.
= $569,210 / 5,867
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250708141732NAL0002308979001, received 2025-07-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250708141732NAL0002308979001, received 2025-07-08
Administrative expenses as a share of assets
0.182%
Higher than 90% of the 2,407 plans $250M to 1B that report it.
= $569,210 / $313,149,073
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250708141732NAL0002308979001, received 2025-07-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250708141732NAL0002308979001, received 2025-07-08
Employer contributions per participant
$1,196
Higher than 11% of the 2,457 plans $250M to 1B that report it.
= $7,018,558 / 5,867
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250708141732NAL0002308979001, received 2025-07-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250708141732NAL0002308979001, received 2025-07-08
Employer share of total contributions
27.8%
Higher than 39% of the 2,459 plans $250M to 1B that report it.
= $7,018,558 / $25,260,389
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250708141732NAL0002308979001, received 2025-07-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250708141732NAL0002308979001, received 2025-07-08
Plan terms are described in Former BL Stores Inc's SEC filings: Form 11-K filed 2024-06-25 and Form 10-K filed 2024-04-18. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250708141732NAL0002308979001, received 2025-07-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | BIG LOTS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Plan name | BIG LOTS SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Sponsor EIN / plan number | 06-1119097 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Sponsor location | COLUMBUS, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Industry (business code) | 452200, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Filing received | 2025-07-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Participants, beginning of year | 24,093 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Active participants | 19,448 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Participants, end of year | 22,279 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Participants with an account balance | 5,867 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Total assets, beginning of year | $333,569,111 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Total assets, end of year | $313,149,073 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Net assets, end of year | $312,147,398 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Total income | $69,399,049 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Net income | $-21,280,113 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Employer contributions | $7,018,558 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Participant contributions | $17,135,407 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Other contributions (incl. rollovers) | $1,106,424 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Total contributions | $25,260,389 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Benefit payments | $89,204,040 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Total expenses (incl. benefit payments) | $90,679,162 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Total administrative expenses | $569,210 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Contract administrator fees | $3,000 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Recordkeeping fees | $480,328 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Investment advisory and management fees | $85,882 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Administrative expenses excluding investment management | $483,328 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Held in common/collective trusts | $27,801,169 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Held in mutual funds | $276,257,079 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250708141732NAL0002308979001, received 2025-07-08 |
| Independent auditor | ARY ROEPCKE MULCHAEY P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250708141732NAL0002308979001, received 2025-07-08 |
Position = column in the DOL layout for form year 2024. Filing 20250708141732NAL0002308979001, received 2025-07-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $492,519 | yes |
| CBIZ INVESTMENT ADVISORY | CONSULTANT | 16 Consulting (general) | $47,527 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $43,408 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250708141732NAL0002308979001, received 2025-07-08.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $333,569,111 | $313,149,073 | -6.1% |
| Participants with a balance | 6,809 | 5,867 | -13.8% |
| Administrative expenses | $581,105 | $569,210 | -2.0% |
| Recordkeeping fees per participant | $73.17 | $81.87 | 11.9% |
| Employer contributions | $8,596,689 | $7,018,558 | -18.4% |
Prior filing 20240716131058NAL0004492432001, received 2024-07-16; the plan years are contiguous.
Sponsor name as filed: BIG LOTS, INC.; SEC registrant: FORMER BL STORES INC (CIK 768835, matched by EIN).