401(k) · DOL Form 5500 · 2022
Bertelsmann, Inc. 401(k) Plan
Data updated 2026-08-06
- $1.5B
- Total assets
- 9,350
- Participants
- 99th
- Percentile by assets
- $163,487
- Avg per participant
Official DOL plan name: Bertelsmann 401(k) Savings Plan · Sponsored by Bertelsmann, Inc. · New York · Information & Media
$1.5B in assets, 9,350 participants
Bertelsmann, Inc.'s Bertelsmann 401(k) Savings Plan reported $1.5B in total assets and 9,350 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,258 plans)
- #2,862 in Information & Media (2,913 peers)
Coverage in New York
Bertelsmann 401(k) Savings Plan covers 9,350 participants in New York, 12x the typical New York plan (state average ~795 per filing). Assets: $1.5B.
- $1.5B
- total plan assets (2022 EOY)
- 9,350
- covered participants
- 99th
- percentile by assets (of 139,258 plans)
- $163,487
- avg assets per participant
The plan reported a net loss of $313M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Bertelsmann 401(k) Savings Plan reports 9,350 participants - 12x that state average ($1.5B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $1.8B |
|---|---|
| Net Assets (End of Year) | $1.5B |
| Net Income | -$313M |
| Employer EIN | 952949493 |
| Plan Effective Date | 1987-04-01 |
| 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 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bertelsmann 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Scale composition for Bertelsmann 401(k) Savings Plan
Bertelsmann 401(k) Savings Plan reports $1.5B in end-of-year assets across 9,350 participants (0.013% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 covered participants) - about $163,487 per participant (1.2x the national average assets-per-participant) . Net income for plan year 2022 was -$313M.
This plan identity (EIN 952949493, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $2.0B (+28.2%) while covered participants moved from 9,350 to 8,782 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 9,350 | $1.5B | This page |
| 2023 | 8,368 | $1.8B | Open filing |
| 2024 · index core | 8,782 | $2.0B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Bertelsmann 401(k) Savings Plan (401(k), $2.0B, 8,782 participants)
- Bertelsmann Pension Account Plan (Defined Benefit (Pension), $115M, 606 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bertelsmann 401(k) Savings Plan by total assets, not by location.
- Mondelez Global LLC Thrift Plan (IL) $1.5B · 6,574
- Tetra Tech, Inc. and Subsidiaries Retirement Plan (CA) $1.5B · 9,951
- Bain and Company, Inc. 401(k) Savings Plan (MA) $1.5B · 4,977
- Pitney Bowes Inc. 401(k) Plan (CT) $1.5B · 9,747
Frequently Asked Questions
How did Bertelsmann 401(k) Savings Plan assets move in 2022? ▼
How have Bertelsmann, Inc. plan assets changed over time? ▼
Where does Bertelsmann 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Bertelsmann 401(k) Savings Plan? ▼
Next read for Bertelsmann 401(k) Savings Plan
Filing takeaways
Ways to act on Bertelsmann 401(k) Savings Plan's numbers.
- By total assets, Bertelsmann 401(k) Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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