Profit Sharing · DOL Form 5500 · 2023

Bertelsmann Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
750
Participants Near avg headcount
60th
Percentile by assets National rank
$13,972
Avg per participant Low balance/head
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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.

  • #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.

#1,333
in Information & Media (2,818 peers)
+32.5%
assets growth YoY

Fpi Retirement Plan's mid-pack asset rank among Information & Media and all filers

Fpi Retirement Plan vs every filed plan by assets

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

$10,478,733 Top 40% higher than 60% 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

Fpi Retirement 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. Fpi Retirement Plan sits mid-pack in the medium band (750 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133621012 · Bertelsmann Inc. PY 2023 · Profit Sharing

Fpi Retirement Plan · $10M · 750 · 60th

  • BOY $10M
  • BOY 750
  • BOY 60th
  • BOY Profit Sharing
  • BOY near Charlotte Behavioral Health Care, Inc. Retirement Plan
  • BOY ind #1333

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 →

Fpi Retirement Plan in the asset neighbourhood

South Boston Community Health Center 403(b) PlanSouth Boston Community Healt…$10MFpi Retirement Plan$10MCharlotte Behavioral Health Care, Inc. Retirement PlanCharlotte Behavioral Health …$10MSouthwest Community Health Center, Inc. 403(b) PlanSouthwest Community Health C…$10MC-Koe Aluminum, Inc. Pension PlanC-Koe Aluminum, Inc. Pension…$10M
End-of-year total assets ($M) among Fpi Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Bertelsmann Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bertelsmann Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 55.35724877523902% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.91M $12.3M ▲ +55.2%
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 EIN133621012
Plan Effective Date2015-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Fpi Retirement Plan, Total assets ($B): 0.010478733 · Participants: 750Fpi Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Fpi Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Fpi Retirement Plan side-by-side with 3 peers →

Fpi Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Charlotte Behavioral Health Care, Inc. Retirement Plan in FL ($10M); by covered participants it is Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan in PR (751 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (750 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 Fpi Retirement Plan assets move in 2023? ▼
Fpi Retirement Plan surged - up 32.5% during 2023, from $8M to $10M. Reported net income was $3M.
How have Bertelsmann Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bertelsmann Inc.'s sponsor-wide assets grew 55.4%, from $8M to $12M.
Which Profit Sharing plans are similar in size to Fpi Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Charlotte Behavioral Health Care, Inc. Retirement Plan in FL ($10M, 218 participants).
Which Profit Sharing plans cover a similar participant headcount to Fpi Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan in PR (751 participants, $196M 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 133621012.

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.