Other · DOL Form 5500 · 2022

Berry Companies, Inc. Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
820
Participants Near avg headcount
81st
Percentile by assets National rank
$32,343
Avg per participant Low balance/head
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Official DOL plan name: Berry Companies, Inc. Stock Bonus Plan · Sponsored by Berry Companies, Inc. · Kansas · Manufacturing

$27M in assets, 820 participants

Berry Companies, Inc.'s Berry Companies, Inc. Stock Bonus Plan reported $27M in total assets and 820 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #15,131 in Manufacturing (20,602 peers)

Coverage in Kansas

Berry Companies, Inc. Stock Bonus Plan covers 820 participants in Kansas, 2.3x the typical Kansas plan (state average ~360 per filing). Assets: $27M.

#15,131
in Manufacturing (20,602 peers)
+14.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Berry Companies, Inc. Stock Bonus Plan's outsized position by total assets

Berry Companies, Inc. Stock Bonus Plan vs every filed plan by assets

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

$26,521,651 Top 19% higher than 81% 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 Companies, Inc. Stock Bonus 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. Berry Companies, Inc. Stock Bonus Plan sits mid-pack in the medium band (820 participants).

Form 5500 schedule snapshot

Filing strip 480797941 · Berry Companies, Inc. PY 2022 · Other

Berry Companies, Inc. Stock Bonus Plan · $27M · 820 · 81st

  • EOY $27M
  • 5500 820
  • ASSETS 81st
  • PCT Other
  • EIN near Belmont Abbey College Retirement Plan
  • RANK ind #15131

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 Manufacturing retirement plans → · Plans in Kansas →

Berry Companies, Inc. Stock Bonus Plan in the asset neighbourhood

Memorial Health Care Systems Tax Deferred Annuity PlanMemorial Health Care Systems…$27MThe American College Tax Deferred Annuity PlanThe American College Tax Def…$27MBerry Companies, Inc. Stock Bonus PlanBerry Companies, Inc. Stock …$27MBelmont Abbey College Retirement PlanBelmont Abbey College Retire…$27MSaint Therese and Affiliates Employee Benefit 403(b) Retirement PlanSaint Therese and Affiliates…$27M
End-of-year total assets ($M) among Berry Companies, Inc. Stock Bonus Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Kansas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN480797941
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berry Companies, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$133M 32.53478727711705% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $100M $133M ▲ +32.5%
Year Plans Participants Total Assets
2022 2 1,928 $100M
2023 2 2,617 $125M
2024 2 2,686 $133M

Nearby Other Plans in Kansas

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

Berry Companies, Inc. Stock Bonus Plan vs. nearby Other plans in Kansas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0100200300400500 Total assets ($M) Participants Berry Companies, Inc. Stock Bonus Plan, Total assets ($M): 26.521651 · Participants: 820Berry Companies, Inc. Stock Bonus PlanStormont-Vail Healthcare Employee 403(b) Plan, Total assets ($M): 430.277334 · Participants: 5334Stormont-Vail Healthcare Employee 403(b) PlanOlathe Health System, Inc. Tsa Retirement Plan, Total assets ($M): 165.01928 · Participants: 2265Olathe Health System, Inc. Tsa Retirement PlanHays Medical Center Employee's Tax Deferred Annuity Plan, Total assets ($M): 89.791656 · Participants: 1905Hays Medical Center Employee's Tax Deferred Annuity PlanOttawa University DC Plan, Total assets ($M): 34.985478 · Participants: 349Ottawa University DC PlanMidwest Transplant Network, Inc. 403(b) Retirement Plan, Total assets ($M): 34.221063 · Participants: 220Midwest Transplant Network, Inc. 403(b) Retirement Plan
Berry Companies, Inc. Stock Bonus Plan vs. nearby Other plans in Kansas, assets vs. participants
Compare Berry Companies, Inc. Stock Bonus Plan side-by-side with 3 peers →

Berry Companies, Inc. Stock Bonus Plan's out-of-state Other peers by assets and headcount

Outside Kansas, the nearest Other by assets is Belmont Abbey College Retirement Plan in NC ($27M); by covered participants it is Chippewa County War Memorial Hospital Retirement Plan in MI (820 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (820 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 Companies, Inc. Stock Bonus Plan assets move in 2022? ▼
Berry Companies, Inc. Stock Bonus Plan grew at a solid clip - up 14.5% during 2022, from $23M to $27M. Reported net income was $3M.
How have Berry Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berry Companies, Inc.'s sponsor-wide assets grew 32.5%, from $100M to $133M.
Where does Berry Companies, Inc. Stock Bonus Plan rank by assets among Form 5500 filers? ▼
Berry Companies, Inc. Stock Bonus Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Berry Companies, Inc. Stock Bonus Plan? ▼
Among Other plans in other states, the closest by assets is Belmont Abbey College Retirement Plan in NC ($27M, 267 participants).
Which Other plans cover a similar participant headcount to Berry Companies, Inc. Stock Bonus Plan? ▼
Among Other plans in other states, the closest by covered participants is Chippewa County War Memorial Hospital Retirement Plan in MI (820 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 480797941.

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.