401(k) · DOL Form 5500 · 2023

Bertelsmann, Inc. 401(k) Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
8,368
Participants Very large workforce
99th
Percentile by assets National rank
$210,648
Avg per participant Above avg balance/head
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Official DOL plan name: Bertelsmann 401(k) Savings Plan · Sponsored by Bertelsmann, Inc. · New York · Information & Media

$1.8B in assets, 8,368 participants

Bertelsmann, Inc.'s Bertelsmann 401(k) Savings Plan reported $1.8B in total assets and 8,368 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #2,767 in Information & Media (2,818 peers)

Coverage in New York

Bertelsmann 401(k) Savings Plan covers 8,368 participants in New York, 10x the typical New York plan (state average ~798 per filing). Assets: $1.8B.

#2,767
in Information & Media (2,818 peers)
+15.3%
assets growth YoY
18×
vs typical plan assets (national mean)

Bertelsmann 401(k) Savings Plan's outsized position by total assets

Bertelsmann 401(k) Savings Plan vs every filed plan by assets

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

$1,762,705,793 Top 1% higher than 99% 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 401(k) Savings 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. Bertelsmann 401(k) Savings Plan lands in the large band (8,368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bertelsmann 401(k) Savings Plan reported net income rose from -$313M in the plan year 2022 filing to $235M in the plan year 2023 filing.
  • Bertelsmann 401(k) Savings Plan end-of-year assets rose from $1.5B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.
  • Bertelsmann 401(k) Savings Plan reported participants fell from 9,350 in the plan year 2022 filing to 8,368 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 952949493 · Bertelsmann, Inc. PY 2023 · 401(k)

Bertelsmann 401(k) Savings Plan · $1.8B · 8,368 · 99th

  • VS-ST $1.8B
  • VS-ST 8,368
  • VS-ST 99th
  • VS-ST 401(k)
  • VS-ST near Oshkosh Corporation and Affiliates Tax Deferred Investment Plan
  • VS-ST ind #2767

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 401(k) Savings Plan in the asset neighbourhood

Woodward Retirement Savings PlanWoodward Retirement Savings …$1.8BJohn Deere Tax Deferred Savings PlanJohn Deere Tax Deferred Savi…$1.8BHolland and Knight Profit Sharing Plan & TrustHolland and Knight Profit Sh…$1.8BBertelsmann 401(k) Savings PlanBertelsmann 401(k) Savings P…$1.8BOshkosh Corporation and Affiliates Tax Deferred Investment PlanOshkosh Corporation and Affi…$1.8B
End-of-year total assets ($B) among Bertelsmann 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1.5B
Net Assets (End of Year)$1.8B
Net Income$235M
Employer EIN952949493
Plan Effective Date1987-04-01
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 401(k) Plans in New York

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

Bertelsmann 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants Bertelsmann 401(k) Savings Plan, Total assets ($B): 1.762705793 · Participants: 8368Bertelsmann 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Bertelsmann 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bertelsmann 401(k) Savings Plan side-by-side with 3 peers →

Scale composition for Bertelsmann 401(k) Savings Plan

Bertelsmann 401(k) Savings Plan reports $1.8B in end-of-year assets across 8,368 participants (0.014% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $210,648 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2023 was $235M.

This plan identity (EIN 952949493, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $2.0B (+28.2%) while covered participants moved from 9,350 to 8,782 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,350 $1.5B Open filing
2023 8,368 $1.8B This page
2024 · index core 8,782 $2.0B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Bertelsmann 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Oshkosh Corporation and Affiliates Tax Deferred Investment Plan in WI ($1.8B); by covered participants it is Holcim (US) Inc. Retirement Savings Plan in MI (8,367 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (8,368 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 401(k) Savings Plan assets move in 2023? ▼
Bertelsmann 401(k) Savings Plan grew sharply - up 15.3% during 2023, from $1.5B to $1.8B. Reported net income was $235M.
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 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Bertelsmann 401(k) Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Bertelsmann 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oshkosh Corporation and Affiliates Tax Deferred Investment Plan in WI ($1.8B, 10,771 participants).
Which 401(k) plans cover a similar participant headcount to Bertelsmann 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holcim (US) Inc. Retirement Savings Plan in MI (8,367 participants, $1.1B 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.