401(k) · DOL Form 5500 · 2022
Bertelsmann, Inc. 401(k) Plan
Data updated 2026-08-25
- $1.5B
- Total assets Very large vs avg
- 9,350
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $163,487
- Avg per participant Above avg balance/head
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.
- #2,861 in Information & Media (2,911 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 ~798 per filing). Assets: $1.5B.
- #2,861
- in Information & Media (2,911 peers)
- -17.0%
- assets change YoY
- 15×
- vs typical plan assets (national mean)
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.
Bertelsmann 401(k) Savings Plan's outsized position by total assets
Bertelsmann 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,528,599,476 Top 1% higher than 99% 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 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bertelsmann 401(k) Savings Plan lands in the large band (9,350 participants).
Published 5500 schedule card
Filing strip 952949493 · Bertelsmann, Inc. PY 2022 · 401(k)
Bertelsmann 401(k) Savings Plan · $1.5B · 9,350 · 99th
- NET $1.5B
- BOOK 9,350
- VS-ST 99th
- BOY 401(k)
- SCH near Mondelez Global LLC Thrift Plan
- EBSA ind #2861
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 401(k) Savings Plan in the asset neighbourhood
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.)
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
| 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.
- 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 (0.012% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.010% of 93,925,755 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)
Bertelsmann 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Mondelez Global LLC Thrift Plan in IL ($1.5B); by covered participants it is Healthpro-Heritage 401(k) Plan in MD (9,346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.5B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (9,350 participants); asset peers above are excluded.
- Healthpro-Heritage 401(k) Plan (MD) 9,346 · 4 off
- Smart & Final 401(k) Savings Plan (CA) 9,346 · 4 off
- Central Laborers Annuity Plan (IL) 9,337 · 13 off
- Savers 401(k) Plan (WA) 9,369 · 19 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.