Other
2022 plan-year Other DOL Form 5500

Berry Companies, Inc. Stock Bonus Plan

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

Sponsored by Berry Companies, Inc. · Kansas · Manufacturing

What the 2023 filing shows

Berry Companies, Inc. Stock Bonus Plan holds $27M for 820 participants — about $32,343 per participant, up 14.5% over the 2022 plan year.

$27M
total plan assets (2022 EOY)
820
covered participants
$32,343
avg assets per participant
+14.5%
assets growth YoY
Total Assets (2023)
$27M
Participants
820
State
Industry
Manufacturing

What the Filing Says About Berry Companies, Inc. Stock Bonus Plan

Berry Companies, Inc. Stock Bonus Plan is a Other retirement plan sponsored by Berry Companies, Inc., headquartered in Kansas. As of the 2022 Form 5500 filing, the plan reports $27M in total end-of-year assets and covers 820 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 480797941, and the plan has been effective since 1981-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $27M at year-end — a gain of 14.5%. Net assets (after liabilities) closed the year at $27M, with reported net income of $3M 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)$23M
Total Assets (End of Year)$27M
Net Assets (End of Year)$27M
Net Income$3M
Plan TypeOther
Employer EIN480797941
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berry Companies, Inc.)

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.

Frequently Asked Questions

How much money is in the Berry Companies, Inc. Stock Bonus Plan?
As of the 2022 Form 5500 filing, Berry Companies, Inc. Stock Bonus Plan holds $27M in total assets with 820 participants. It is sponsored by Berry Companies, Inc..
What type of plan is Berry Companies, Inc. Stock Bonus Plan?
Berry Companies, Inc. Stock Bonus Plan is a Other plan. It has been effective since 1981-04-01. The plan is filed with the U.S. Department of Labor under EIN 480797941.
Who sponsors the Berry Companies, Inc. Stock Bonus Plan?
Berry Companies, Inc. Stock Bonus Plan is sponsored by Berry Companies, Inc., located in Kansas. The sponsor's EIN is 480797941 and the plan operates in the Manufacturing industry.
How did Berry Companies, Inc. Stock Bonus Plan perform in 2022?
Berry Companies, Inc. Stock Bonus Plan grew by 14.5% during 2022, moving from $23M to $27M in total assets. Net income was $3M.
Where can I find official filings for Berry Companies, Inc. Stock Bonus Plan?
Official Form 5500 filings for Berry Companies, Inc. Stock Bonus Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 480797941 or plan name at efast.dol.gov.
How does Berry Companies, Inc. Stock Bonus Plan compare to other plans?
You can compare Berry Companies, Inc. Stock Bonus Plan against other Other plans on the plan type page, or view plans in Kansas 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 480797941.

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.