My Plan Facts

Employers › Georgia

Employer · plans filed under one EIN

Blue Bird Body Company

Fort Valley, GA · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$230Mnet assets across plans
4,637participant records2,078 active
$2.9Memployer contributions, latest plan years$1,418 per active record
$416KSchedule C compensation to organisations$89.71 per participant record

Blue Bird Body Company, based in Fort Valley, Georgia, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 4,637 participant records and $230M in net assets.

The largest is Blue Bird Body Company Employee Pension Plan, a defined benefit pension plan with 2,449 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $2.9M and participant contributions $6.2M in the latest plan years; benefits paid were $26.7M. Schedule C compensation reported to service provider organisations totalled $416K.

Combined net assets moved from $138M in 2009 to $230M in 2024 (up 66%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Blue Bird Body Company Employee Pension Plandefined benefit pension plan20242,449$114M$46,669$2,362$326K
Blue Bird 401(k) Plan401(k) plan20242,188$116M$52,802$1,327$90K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $138M2010: $140M2011: $144M2012: $159M2013: $181M2014: $185M2015: $185M2016: $205M2017: $222M2018: $100M2019: $240M2020: $266M2021: $242M2022: $199M2023: $223M2024: $230M$138M$266M$230M20092012201620202024
Combined net assets
2009: 5,0752010: 4,4722011: 4,5242012: 4,5282013: 4,5822014: 4,6062015: 4,6972016: 4,7332017: 5,0372018: 2,2882019: 5,6622020: 5,2352021: 5,0112022: 4,5052023: 4,4252024: 4,6375,0755,6624,63720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202424,637$230M$2.9M$6.2M
202324,425$223M$2.1M$5.2M
202224,505$199M$1.1M$5.1M
202125,011$242M$2.0M$5.1M
202025,235$266M$1.6M$5.8M
201925,662$240M$3.4M$6.5M
201812,288$100M$2.0M$5.7M
201725,037$222M$7.9M$5.8M
201624,733$205M$7.1M$5.1M
201524,697$185M$6.9M$4.7M
201424,606$185M$7.0M$4.2M
201324,582$181M$6.8M$3.6M
201224,528$159M$8.1M$2.9M
201124,524$144M$6.7M$2.9M
201024,472$140M$6.0M$2.9M
200925,075$138M$3.1M$3.2M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Empower Annuity Ins. Co. of AmericaPlan Administrator2$217,961
Blue Bird Body CompanyPlan Administrator; Accounting (including auditing)2$135,382
New England Wealth Management, LLCInvestment advisory (plan); Investment management1$50,000
CLH CPAS, LLCAccounting (including auditing)1$12,488
Charles Schwab & Co., Inc.Investment advisory (participants)1$152

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Empower Annuity Ins. Co. of America$218K
Blue Bird Body Company$135K
New England Wealth Management, LLC$50K
CLH CPAS, LLC$12K
Charles Schwab & Co., Inc.$152

Questions and answers

How many retirement plans does Blue Bird Body Company have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Blue Bird Body Company Employee Pension Plan and Blue Bird 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Blue Bird Body Company contribute to its plans?

$2,946,166 in employer contributions across these plans in their latest plan years, about $1,418 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Empower Annuity Ins. Co. of America, Blue Bird Body Company, New England Wealth Management, LLC and CLH CPAS, LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.