Profit Sharing · DOL Form 5500 · 2023
Bertelsmann Inc. Profit Sharing Plan
Data updated 2026-08-11
- $10M
- Total assets
- 750
- Participants
- 60th
- Percentile by assets
- $13,972
- Avg per participant
Official DOL plan name: Fpi Retirement Plan · Sponsored by Bertelsmann Inc. · New York · Information & Media
$10M in assets, 750 participants
Bertelsmann Inc.'s Fpi Retirement Plan reported $10M in total assets and 750 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 127,072 plans)
- #1,333 in Information & Media (2,818 peers)
Bertelsmann Inc. multi-year trail
Bertelsmann Inc.'s plans moved +55.4% in assets from 2022 to 2024; this filing shows Fpi Retirement Plan at $10M / 750 participants.
- $10M
- total plan assets (2023 EOY)
- 750
- covered participants
- 60th
- percentile by assets (of 127,072 plans)
- $13,972
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fpi Retirement Plan reported net income rose from -$206K in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Fpi Retirement Plan reported participants rose from 487 in the plan year 2022 filing to 750 in the plan year 2023 filing.
- Fpi Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Bertelsmann Inc. across 3 plan years on file
Across the 3 plan years Bertelsmann Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $12M, a gain of 55.4%, while reported participants moved from 487 to 387 (-20.5%). Peak year by sponsor assets: 2024 ($12M); trough: 2022 ($8M).
Bertelsmann Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 487 | $8M |
| 2023 | 1 | 750 | $10M |
| 2024 | 1 | 387 | $12M |
Bertelsmann Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $3M |
| Employer EIN | 133621012 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Fpi Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Plan of the Electrical Industry $2.2B · 18,907
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.9B · 3,402
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.7B · 5,807
- The Research Foundation for Suny Retirement Plan $1.2B · 10,120
- Mason Tenders District Council Annuity Fund $913M · 11,237
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Fpi Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Fpi Retirement Plan assets move in 2023? ▼
How have Bertelsmann Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Fpi Retirement Plan? ▼
Next read for Fpi Retirement Plan
Multi-year trail
Ways to act on Fpi Retirement Plan's numbers.
- By total assets, Fpi Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Bertelsmann Inc.'s sponsor-wide assets have grown 55.4% since 2022 across 3 plan years on file. More Information & Media plans