401(k) · DOL Form 5500 · 2022

Berry Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
121
Participants Small participant base
59th
Percentile by assets National rank
$62,967
Avg per participant Low balance/head
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Official DOL plan name: Berry Enterprises, Inc. 401(k) Plan and Trust · Sponsored by Berry Enterprises, Inc. · Virginia · Retail Trade

$8M in assets, 121 participants

Berry Enterprises, Inc.'s Berry Enterprises, Inc. 401(k) Plan and Trust reported $8M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #6,631 in Retail Trade (9,519 peers)

Coverage in Virginia

Berry Enterprises, Inc. 401(k) Plan and Trust covers 121 participants in Virginia, about 15% of the average Virginia filer (state average ~782 per filing). Assets: $8M.

#6,631
in Retail Trade (9,519 peers)
-22.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berry Enterprises, Inc. 401(k) Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Berry Enterprises, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$7,619,046 Top 41% higher than 59% 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

Berry Enterprises, Inc. 401(k) Plan and Trust 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. Berry Enterprises, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (121 participants).

Plan-year Form 5500 strip

Filing strip 540888093 · Berry Enterprises, Inc. PY 2022 · 401(k)

Berry Enterprises, Inc. 401(k) Plan and Trust · $8M · 121 · 59th

  • NET $8M
  • BOOK 121
  • VS-ST 59th
  • BOY 401(k)
  • SCH near Catalist, LLC 401(k) Plan
  • EBSA ind #6631

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 Retail Trade retirement plans → · Plans in Virginia →

Berry Enterprises, Inc. 401(k) Plan and Trust in the asset neighbourhood

Berry Enterprises, Inc. 401(k) Plan and TrustBerry Enterprises, Inc. 401(…$8MCatalist, LLC 401(k) Plan$8MBeau Townsend Ford, Inc. 401(k) PlanBeau Townsend Ford, Inc. 401…$8MAquatic Development Group, Inc. 401(k) Profit Sharing PlanAquatic Development Group, I…$8MGravestar, Inc. 401(k) Profit Sharing Plan and TrustGravestar, Inc. 401(k) Profi…$8M
End-of-year total assets ($M) among Berry Enterprises, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN540888093
Plan Effective Date1986-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berry Enterprises, Inc.)

Sponsor-wide plan assets over time

All Berry Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 59.248323215268684% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.62M $12.1M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 137 $10M
2024 1 166 $12M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Berry Enterprises, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Berry Enterprises, Inc. 401(k) Plan and Trust, Total assets ($B): 0.007619046 · Participants: 121Berry Enterprises, Inc. 401(k) Plan and TrustNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Berry Enterprises, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Berry Enterprises, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Berry Enterprises, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Catalist, LLC 401(k) Plan in DC ($8M); by covered participants it is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Berry Enterprises, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Berry Enterprises, Inc. 401(k) Plan and Trust declined sharply - down 22.1% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Berry Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berry Enterprises, Inc.'s sponsor-wide assets grew 59.2%, from $8M to $12M.
Which 401(k) plans are similar in size to Berry Enterprises, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Catalist, LLC 401(k) Plan in DC ($8M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Berry Enterprises, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants, N/A 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 540888093.

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.