Profit Sharing · DOL Form 5500 · 2022

Bertelsmann Inc. Profit Sharing Plan

Data updated 2026-08-11

$8M
Total assets
487
Participants
60th
Percentile by assets
$16,236
Avg per participant
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Official DOL plan name: Fpi Retirement Plan · Sponsored by Bertelsmann Inc. · New York · Information & Media

$8M in assets, 487 participants

Bertelsmann Inc.'s Fpi Retirement Plan reported $8M in total assets and 487 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • 60th percentile by assets (of 139,126 plans)
  • #1,369 in Information & Media (2,911 peers)

Bertelsmann Inc. multi-year trail

Bertelsmann Inc.'s plans moved +55.4% in assets from 2022 to 2024; this filing shows Fpi Retirement Plan at $8M / 487 participants.

$8M
total plan assets (2022 EOY)
487
covered participants
60th
percentile by assets (of 139,126 plans)
$16,236
avg assets per participant

The plan reported a net loss of $206K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Fpi Retirement Plan sits by total assets

Fpi Retirement Plan vs every filed plan by assets

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

$7,907,053 Top 40% higher than 60% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New York
Industry
Information & Media

Bertelsmann Inc. across 3 plan years on file

Across the 3 plan years Bertelsmann Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $12M, a gain of 55.4%, while reported participants moved from 487 to 387 (-20.5%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($8M).

Bertelsmann Inc. multi-year asset trail

$6M$8M$10M$12M$14M 202220232024 $7.91M $12.3M ▲ +55.2%
Total plan assets by year, all Bertelsmann Inc. plans on file
Year Plans Participants Total Assets
2022 1 487 $8M
2023 1 750 $10M
2024 1 387 $12M

Bertelsmann Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$206K
Employer EIN133621012
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Fpi Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Fpi Retirement Plan, Total assets ($B): 0.007907053 · Participants: 487Fpi Retirement PlanAnnuity Plan of the …, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the …Annuity Fund Iuoe Lo…, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Lo…Annuity Fd of the Iu…, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iu…The Research Foundat…, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundat…Mason Tenders Distri…, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders Distri…
Fpi Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Fpi Retirement Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Fpi Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Fpi Retirement Plan assets move in 2022? ▼
Fpi Retirement Plan edged down modestly - down 2.5% during 2022, from $8M to $8M. Reported net income was -$206K.
How have Bertelsmann Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bertelsmann Inc.'s sponsor-wide assets grew 55.4%, from $8M to $12M.
Which Profit Sharing plans are similar in size to Fpi Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Spalding-Emig Company Profit Sharing Plan in OH ($8M, 9 participants).

Next read for Fpi Retirement Plan

Multi-year trail

Ways to act on Fpi Retirement Plan's numbers.

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 133621012.

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.