Defined Benefit (Pension) · DOL Form 5500 · 2022

Bertelsmann, Inc. Pension Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
739
Participants Near avg headcount
94th
Percentile by assets National rank
$168,758
Avg per participant Above avg balance/head
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Official DOL plan name: Bertelsmann Pension Account Plan · Sponsored by Bertelsmann, Inc. · New York · Information & Media

$125M in assets, 739 participants

Bertelsmann, Inc.'s Bertelsmann Pension Account Plan reported $125M in total assets and 739 participants in its 2022 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,635 in Information & Media (2,911 peers)

Where Bertelsmann Pension Account Plan sits by assets

Bertelsmann Pension Account Plan sits in the top 10% of all filed plans by assets, $125M for 739 participants (~$168,758/participant), down 27.7% in 2022.

#2,635
in Information & Media (2,911 peers)
-27.7%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bertelsmann Pension Account Plan's outsized position by total assets

Bertelsmann Pension Account Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$124,711,982 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Bertelsmann Pension Account Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bertelsmann Pension Account Plan sits mid-pack in the medium band (739 participants).

Published 5500 schedule card

Filing strip 952949493 · Bertelsmann, Inc. PY 2022 · Defined Benefit (Pension)

Bertelsmann Pension Account Plan · $125M · 739 · 94th

  • 5500 $125M
  • 5500 739
  • 5500 94th
  • 5500 Defined Benefit (Pension)
  • 5500 near Central Vermont Medical Center Employees Pension Plan
  • 5500 ind #2635

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Information & Media retirement plans → · Plans in New York →

Bertelsmann Pension Account Plan in the asset neighbourhood

Kentucky Farm Bureau Mutual Insurance Company Retirement Plan and TrustKentucky Farm Bureau Mutual …$125MWoodside Energy USA Services Inc. Retirement Income PlanWoodside Energy USA Services…$125MIBEW Local No. 82 Pension PlanIBEW Local No. 82 Pension Pl…$125MCentral Vermont Medical Center Employees Pension PlanCentral Vermont Medical Cent…$125MBertelsmann Pension Account PlanBertelsmann Pension Account …$125M
End-of-year total assets ($M) among Bertelsmann Pension Account Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$172M
Net Assets (End of Year)$125M
Net Income-$48M
Employer EIN952949493
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bertelsmann, Inc.)

Sponsor-wide plan assets over time

All Bertelsmann, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 25.482275342701943% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B 202220232024 $1.65B $2.07B ▲ +25.5%
Year Plans Participants Total Assets
2022 2 10,089 $1.7B
2023 2 9,071 $1.9B
2024 2 9,388 $2.1B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bertelsmann Pension Account Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Bertelsmann Pension Account Plan, Total assets ($B): 0.124711982 · Participants: 739Bertelsmann Pension Account PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Bertelsmann Pension Account Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bertelsmann Pension Account Plan side-by-side with 3 peers →

Bertelsmann Pension Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Central Vermont Medical Center Employees Pension Plan in VT ($125M); by covered participants it is Local 697 I.B.E.W. and Electrical Industry Pension Plan in IN (738 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (739 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bertelsmann Pension Account Plan assets move in 2022? ▼
Bertelsmann Pension Account Plan declined sharply - down 27.7% during 2022, from $172M to $125M. Reported net income was -$48M.
How have Bertelsmann, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bertelsmann, Inc.'s sponsor-wide assets grew 25.5%, from $1.7B to $2.1B.
Where does Bertelsmann Pension Account Plan rank by assets among Form 5500 filers? ▼
Bertelsmann Pension Account Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bertelsmann Pension Account Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Central Vermont Medical Center Employees Pension Plan in VT ($125M, 403 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bertelsmann Pension Account Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 697 I.B.E.W. and Electrical Industry Pension Plan in IN (738 participants, $209M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952949493.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.