401(k) · DOL Form 5500 · 2023

Berry Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
137
Participants Small participant base
58th
Percentile by assets National rank
$70,656
Avg per participant Below avg balance/head
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Official DOL plan name: Berry Enterprises, Inc. 401(k) Plan and Trust · Sponsored by Berry Enterprises, Inc. · Virginia · Retail Trade

$10M in assets, 137 participants

Berry Enterprises, Inc.'s Berry Enterprises, Inc. 401(k) Plan and Trust reported $10M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,771 in Retail Trade (8,414 peers)

Coverage in Virginia

Berry Enterprises, Inc. 401(k) Plan and Trust covers 137 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $10M.

#5,771
in Retail Trade (8,414 peers)
+27.0%
assets growth YoY

Berry Enterprises, Inc. 401(k) Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Berry Enterprises, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$9,679,917 Top 42% higher than 58% 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 Enterprises, Inc. 401(k) Plan and Trust 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. Berry Enterprises, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berry Enterprises, Inc. 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Berry Enterprises, Inc. 401(k) Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Berry Enterprises, Inc. 401(k) Plan and Trust reported participants rose from 121 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540888093 · Berry Enterprises, Inc. PY 2023 · 401(k)

Berry Enterprises, Inc. 401(k) Plan and Trust · $10M · 137 · 58th

  • EIN $10M
  • RANK 137
  • PHOTO 58th
  • IND 401(k)
  • EOY near H.O. Bouchard, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #5771

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 Retail Trade retirement plans → · Plans in Virginia →

Berry Enterprises, Inc. 401(k) Plan and Trust in the asset neighbourhood

Berry Enterprises, Inc. 401(k) Plan and TrustBerry Enterprises, Inc. 401(…$10MH.O. Bouchard, Inc. 401(k) Profit Sharing PlanH.O. Bouchard, Inc. 401(k) P…$10MSpokane Food Services, Inc. 401(k) Profit Sharing PlanSpokane Food Services, Inc. …$10MMorris Furniture Co., Inc. Revised Profit Sharing PlanMorris Furniture Co., Inc. R…$10MEmb Statistical Solutions LLC 401(k) Profit Sharing Plan & TrustEmb Statistical Solutions LL…$10M
End-of-year total assets ($M) among Berry Enterprises, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN540888093
Plan Effective Date1986-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berry Enterprises, Inc.)

Sponsor-wide plan assets over time

All Berry Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 59.248323215268684% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.62M $12.1M ▲ +59.2%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 137 $10M
2024 1 166 $12M

Nearby 401(k) Plans in Virginia

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

Berry Enterprises, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Berry Enterprises, Inc. 401(k) Plan and Trust, Total assets ($B): 0.009679917 · Participants: 137Berry Enterprises, Inc. 401(k) Plan and TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Berry Enterprises, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Berry Enterprises, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Berry Enterprises, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is H.O. Bouchard, Inc. 401(k) Profit Sharing Plan in ME ($10M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Enterprises, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Berry Enterprises, Inc. 401(k) Plan and Trust grew sharply - up 27.0% during 2023, from $8M to $10M. Reported net income was $2M.
How have Berry Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berry Enterprises, Inc.'s sponsor-wide assets grew 59.2%, from $8M to $12M.
Which 401(k) plans are similar in size to Berry Enterprises, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is H.O. Bouchard, Inc. 401(k) Profit Sharing Plan in ME ($10M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Berry Enterprises, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 540888093.

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.