401(k) · DOL Form 5500 · 2023

Berry Petroleum Company, LLC 401(k) Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
1,430
Participants Near avg headcount
90th
Percentile by assets National rank
$55,681
Avg per participant Low balance/head
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Official DOL plan name: Berry Petroleum Company, LLC 401(k) Plan · Sponsored by Berry Petroleum Company, LLC · California · Mining & Oil Extraction

$80M in assets, 1,430 participants

Berry Petroleum Company, LLC's Berry Petroleum Company, LLC 401(k) Plan reported $80M in total assets and 1,430 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #645 in Mining & Oil Extraction (811 peers)

Coverage in California

Berry Petroleum Company, LLC 401(k) Plan covers 1,430 participants in California, 2.3x the typical California plan (state average ~630 per filing). Assets: $80M.

#645
in Mining & Oil Extraction (811 peers)
+33.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Berry Petroleum Company, LLC 401(k) Plan's outsized position by total assets

Berry Petroleum Company, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$79,624,274 Top 10% higher than 90% of 127,068 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 2023

Berry Petroleum Company, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berry Petroleum Company, LLC 401(k) Plan lands in the large band (1,430 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berry Petroleum Company, LLC 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Berry Petroleum Company, LLC 401(k) Plan end-of-year assets rose from $60M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • Berry Petroleum Company, LLC 401(k) Plan reported participants rose from 1,225 in the plan year 2022 filing to 1,430 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 770079387 · Berry Petroleum Company, LLC PY 2023 · 401(k)

Berry Petroleum Company, LLC 401(k) Plan · $80M · 1,430 · 90th

  • EBSA $80M
  • EBSA 1,430
  • EBSA 90th
  • EBSA 401(k)
  • EBSA near Open Pep 2
  • EBSA ind #645

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 Mining & Oil Extraction retirement plans → · Plans in California →

Berry Petroleum Company, LLC 401(k) Plan in the asset neighbourhood

Berry Petroleum Company, LLC 401(k) PlanBerry Petroleum Company, LLC…$80MOpen Pep 2$80MPatterson & Dewar Engineers, Inc. Profit Sharing Plan & TrustPatterson & Dewar Engineers,…$80MKyocera Industrial Tools, Inc. 401(k) PlanKyocera Industrial Tools, In…$80MAts 401(k) Plan$80M
End-of-year total assets ($M) among Berry Petroleum Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$80M
Net Income$20M
Employer EIN770079387
Plan Effective Date2017-05-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Berry Petroleum Company, LLC)

Sponsor-wide plan assets over time

All Berry Petroleum Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$89M 48.56713807430537% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $59.7M $88.7M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 1,225 $60M
2023 1 1,430 $80M
2024 1 1,269 $89M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Berry Petroleum Company, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Berry Petroleum Company, LLC 401(k) Plan, Total assets ($B): 0.079624274 · Participants: 1430Berry Petroleum Company, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Berry Petroleum Company, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Berry Petroleum Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Open Pep 2 in NJ ($80M); by covered participants it is Apache Corporation 401(k) Savings Plan in TX (1,431 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,430 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Berry Petroleum Company, LLC 401(k) Plan assets move in 2023?
Berry Petroleum Company, LLC 401(k) Plan surged - up 33.4% during 2023, from $60M to $80M. Reported net income was $20M.
How have Berry Petroleum Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Berry Petroleum Company, LLC's sponsor-wide assets grew 48.6%, from $60M to $89M.
Where does Berry Petroleum Company, LLC 401(k) Plan rank by assets among Form 5500 filers?
Berry Petroleum Company, LLC 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Berry Petroleum Company, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Open Pep 2 in NJ ($80M, 16 participants).
Which 401(k) plans cover a similar participant headcount to Berry Petroleum Company, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Apache Corporation 401(k) Savings Plan in TX (1,431 participants, $641M in assets).