Other · DOL Form 5500 · 2023
Berry College, Inc. Retirement Plan
Data updated 2026-08-25
- $146M
- Total assets Near avg plan size
- 642
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $227,056
- Avg per participant Above avg balance/head
Official DOL plan name: Berry College Defined Contribution Plan · Sponsored by Berry College, Inc. · Georgia · Educational Services
$146M in assets, 642 participants
Berry College, Inc.'s Berry College Defined Contribution Plan reported $146M in total assets and 642 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.
- #3,317 in Educational Services (3,735 peers)
Where Berry College Defined Contribution Plan sits by assets
Berry College Defined Contribution Plan sits in the top 10% of all filed plans by assets, $146M for 642 participants (~$227,056/participant), up 11.9% in 2023.
- #3,317
- in Educational Services (3,735 peers)
- +11.9%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Berry College Defined Contribution Plan's outsized position by total assets
Berry College Defined Contribution Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$145,770,064 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Berry College Defined Contribution 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. Berry College Defined Contribution Plan sits mid-pack in the medium band (642 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Berry College Defined Contribution Plan reported net income rose from -$20M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Berry College Defined Contribution Plan end-of-year assets rose from $130M in the plan year 2022 filing to $146M in the plan year 2023 filing.
- Berry College Defined Contribution Plan reported participants fell from 657 in the plan year 2022 filing to 642 in the plan year 2023 filing.
DOL schedule card
Filing strip 580566133 · Berry College, Inc. PY 2023 · Other
Berry College Defined Contribution Plan · $146M · 642 · 93rd
- 5500 $146M
- 5500 642
- 5500 93rd
- 5500 Other
- 5500 near Susquehanna University Retirement Plan
- 5500 ind #3317
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 Educational Services retirement plans → · Plans in Georgia →
Berry College Defined Contribution Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $146M |
| Net Income | $16M |
| Employer EIN | 580566133 |
| Plan Effective Date | 1955-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berry College, Inc.)
Sponsor-wide plan assets over time
All Berry College, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $190M 25.717243500777325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,314 | $151M |
| 2023 | 2 | 1,284 | $169M |
| 2024 | 2 | 1,312 | $190M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
- Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
- Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
- IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
- Mercer University Defined Contribution Retirement Plan $514M · 1,898
Berry College Defined Contribution Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Susquehanna University Retirement Plan in PA ($146M); by covered participants it is Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees in TN (642 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($146M here).
- Susquehanna University Retirement Plan (PA) $146M · 506
- The Washington Hospital Retirement & Savings Plan (PA) $146M · 1,470
- Gti Supplemental Retirement Annuity Plan (IL) $146M · 300
- Family Health Centers of San Diego Tax Deferred Annuity Plan (CA) $146M · 2,245
Similar participant headcount
Nearest other-state filings by covered participants (642 participants); asset peers above are excluded.
- Methodist Medical Center of Oak Ridge Salary Deferral Plan for Union Employees (TN) 642 · 0 off
- Tri-State Memorial Hospital, Inc. Retirement Plan (WA) 641 · 1 off
- The Mary Cariola Children's Center 403(b) Retirement Plan (NY) 641 · 1 off
- New London Hospital Association, Inc. 403(b) Plan (NH) 644 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.