Defined Benefit (Pension) · DOL Form 5500 · 2022
Bertelsmann, Inc. Pension Plan
Data updated 2026-08-11
- $125M
- Total assets
- 739
- Participants
- 94th
- Percentile by assets
- $168,758
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $125M
- total plan assets (2022 EOY)
- 739
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $168,758
- avg assets per participant
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.
Where Bertelsmann Pension Account Plan sits 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
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 vs the 2022 asset distribution
By assets, Bertelsmann Pension Account Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $172M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | -$48M |
| Employer EIN | 952949493 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bertelsmann, Inc.)
| 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
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Bertelsmann Pension Account Plan by total assets, not by location.
Frequently Asked Questions
How did Bertelsmann Pension Account Plan assets move in 2022? ▼
How have Bertelsmann, Inc. plan assets changed over time? ▼
Where does Bertelsmann Pension Account Plan rank by assets among Form 5500 filers? ▼
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Next read for Bertelsmann Pension Account Plan
Scale reading
Ways to act on Bertelsmann Pension Account Plan's numbers.
- By total assets, Bertelsmann Pension Account Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Bertelsmann, Inc.'s sponsor-wide assets have grown 25.5% since 2022 across 3 plan years on file. More Information & Media plans