Defined Benefit (Pension) · DOL Form 5500 · 2023

Bertelsmann, Inc. Pension Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
703
Participants Below avg headcount
93rd
Percentile by assets National rank
$176,780
Avg per participant Above avg balance/head
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Official DOL plan name: Bertelsmann Pension Account Plan · Sponsored by Bertelsmann, Inc. · New York · Information & Media

$124M in assets, 703 participants

Bertelsmann, Inc.'s Bertelsmann Pension Account Plan reported $124M in total assets and 703 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #2,510 in Information & Media (2,818 peers)

Where Bertelsmann Pension Account Plan sits by assets

Bertelsmann Pension Account Plan sits in the top 10% of all filed plans by assets, $124M for 703 participants (~$176,780/participant), down 0.3% in 2023.

#2,510
in Information & Media (2,818 peers)
-0.3%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $436K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bertelsmann Pension Account Plan's outsized position by total assets

Bertelsmann Pension Account Plan vs every filed plan by assets

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

$124,276,342 Top 7% higher than 93% 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

Bertelsmann Pension Account Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bertelsmann Pension Account Plan sits mid-pack in the medium band (703 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bertelsmann Pension Account Plan reported net income rose from -$48M in the plan year 2022 filing to -$436K in the plan year 2023 filing.
  • Bertelsmann Pension Account Plan reported participants fell from 739 in the plan year 2022 filing to 703 in the plan year 2023 filing.
  • Bertelsmann Pension Account Plan end-of-year assets fell from $125M in the plan year 2022 filing to $124M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952949493 · Bertelsmann, Inc. PY 2023 · Defined Benefit (Pension)

Bertelsmann Pension Account Plan · $124M · 703 · 93rd

  • EIN $124M
  • EIN 703
  • EIN 93rd
  • EIN Defined Benefit (Pension)
  • EIN near Schindler Elevator Corporation Retirement Plan
  • EIN ind #2510

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 →

Bertelsmann Pension Account Plan in the asset neighbourhood

Bakery Drivers & Salesmen Local 194 & Industry Pension FundBakery Drivers & Salesmen Lo…$124MBertelsmann Pension Account PlanBertelsmann Pension Account …$124MSchindler Elevator Corporation Retirement PlanSchindler Elevator Corporati…$124MKao America Inc. Pension Plan$124MMary Washington Healthcare Defined Benefit Retirement PlanMary Washington Healthcare D…$124M
End-of-year total assets ($M) among Bertelsmann Pension Account Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$124M
Net Income-$436K
Employer EIN952949493
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bertelsmann, Inc.)

Sponsor-wide plan assets over time

All Bertelsmann, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 25.482275342701943% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B 202220232024 $1.65B $2.07B ▲ +25.5%
Year Plans Participants Total Assets
2022 2 10,089 $1.7B
2023 2 9,071 $1.9B
2024 2 9,388 $2.1B

Nearby Defined Benefit (Pension) Plans in New York

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

Bertelsmann Pension Account Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Bertelsmann Pension Account Plan, Total assets ($B): 0.124276342 · Participants: 703Bertelsmann Pension Account PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Bertelsmann Pension Account Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bertelsmann Pension Account Plan side-by-side with 3 peers →

Bertelsmann Pension Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Schindler Elevator Corporation Retirement Plan in NJ ($124M); by covered participants it is Lear Combined Pension Plan in MI (704 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (703 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 Bertelsmann Pension Account Plan assets move in 2023? ▼
Bertelsmann Pension Account Plan held essentially flat - down 0.3% during 2023, from $125M to $124M. Reported net income was -$436K.
How have Bertelsmann, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bertelsmann, Inc.'s sponsor-wide assets grew 25.5%, from $1.7B to $2.1B.
Where does Bertelsmann Pension Account Plan rank by assets among Form 5500 filers? ▼
Bertelsmann Pension Account Plan ranks in the 93rd 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 Defined Benefit (Pension) plans are similar in size to Bertelsmann Pension Account Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Schindler Elevator Corporation Retirement Plan in NJ ($124M, 226 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bertelsmann Pension Account Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lear Combined Pension Plan in MI (704 participants, $144M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952949493.

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.