Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bedford, Freeman & Worth, L.L.C. · New York · Information & Media

What the 2023 filing shows

Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan holds $12M for 122 participants — about $97,596 per participant, down 16.1% over the 2022 plan year.

$12M
total plan assets (2022 EOY)
122
covered participants
$97,596
avg assets per participant
-16.1%
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.

Total Assets (2023)
$12M
Participants
122
State
Industry
Information & Media

What the Filing Says About Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan

Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Bedford, Freeman & Worth, L.L.C., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 122 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 134047605, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2022 to $12M at year-end — a decline of 16.1%. Net assets (after liabilities) closed the year at $12M, with reported net income of $-2,280,230 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$-2,280,230
Plan TypeDefined Benefit (Pension)
Employer EIN134047605
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bedford, Freeman & Worth, L.L.C.)

Year Plans Participants Total Assets
2022 1 122 $12M
2023 1 113 $14M
2024 1 109 $229K

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan?
As of the 2022 Form 5500 filing, Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan holds $12M in total assets with 122 participants. It is sponsored by Bedford, Freeman & Worth, L.L.C..
What type of plan is Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan?
Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 134047605.
Who sponsors the Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan?
Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan is sponsored by Bedford, Freeman & Worth, L.L.C., located in New York. The sponsor's EIN is 134047605 and the plan operates in the Information & Media industry.
How did Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan perform in 2022?
Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan declined by 16.1% during 2022, moving from $14M to $12M in total assets. Net income was $-2,280,230.
Where can I find official filings for Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan?
Official Form 5500 filings for Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 134047605 or plan name at efast.dol.gov.
How does Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan compare to other plans?
You can compare Bedford, Freeman and Worth Publishing Group, L.L.C Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 134047605.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.