Profit Sharing · DOL Form 5500 · 2022

Bertelsmann Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
487
Participants Below avg headcount
60th
Percentile by assets National rank
$16,236
Avg per participant Low balance/head
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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.

  • #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.

#1,369
in Information & Media (2,911 peers)
-2.5%
assets change YoY

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.

Fpi Retirement Plan's mid-pack asset rank among Information & Media and all filers

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 $2,050,000,000 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

Fpi Retirement Plan 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. Fpi Retirement Plan sits mid-pack in the medium band (487 participants).

DOL schedule card

Filing strip 133621012 · Bertelsmann Inc. PY 2022 · Profit Sharing

Fpi Retirement Plan · $8M · 487 · 60th

  • BOOK $8M
  • BOOK 487
  • BOOK 60th
  • BOOK Profit Sharing
  • BOOK near Spalding-Emig Company Profit Sharing Plan
  • BOOK ind #1369

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 →

Fpi Retirement Plan in the asset neighbourhood

Fpi Retirement Plan$8MSpalding-Emig Company Profit Sharing PlanSpalding-Emig Company Profit…$8MPark Square Enterprises, Inc. Profit Sharing PlanPark Square Enterprises, Inc…$8MJ & P Solari Enterprises Keogh PlanJ & P Solari Enterprises Keo…$8MAdvance Concrete Products Co Profit Sharing TrustAdvance Concrete Products Co…$8M
End-of-year total assets ($M) among Fpi Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Bertelsmann Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bertelsmann Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 55.35724877523902% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.91M $12.3M ▲ +55.2%
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 Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Fpi Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Fpi Retirement Plan side-by-side with 3 peers →

Fpi Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Spalding-Emig Company Profit Sharing Plan in OH ($8M); by covered participants it is Ncaa Qualified Savings Plan in IN (487 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (487 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 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).
Which Profit Sharing plans cover a similar participant headcount to Fpi Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ncaa Qualified Savings Plan in IN (487 participants, $27M 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 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.