Other · DOL Form 5500 · 2023

Berry Companies, Inc. Retirement Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
1,304
Participants Near avg headcount
79th
Percentile by assets National rank
$21,968
Avg per participant Low balance/head
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Official DOL plan name: Berry Companies, Inc. Stock Bonus Plan · Sponsored by Berry Companies, Inc. · Kansas · Manufacturing

$29M in assets, 1,304 participants

Berry Companies, Inc.'s Berry Companies, Inc. Stock Bonus Plan reported $29M in total assets and 1,304 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,156 in Manufacturing (18,722 peers)

Coverage in Kansas

Berry Companies, Inc. Stock Bonus Plan covers 1,304 participants in Kansas, 3.6x the typical Kansas plan (state average ~360 per filing). Assets: $29M.

#13,156
in Manufacturing (18,722 peers)
+8.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Berry Companies, Inc. Stock Bonus Plan's outsized position by total assets

Berry Companies, Inc. Stock Bonus Plan vs every filed plan by assets

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

$28,646,771 Top 21% higher than 79% 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 Companies, Inc. Stock Bonus 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. Berry Companies, Inc. Stock Bonus Plan lands in the large band (1,304 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berry Companies, Inc. Stock Bonus Plan reported participants rose from 820 in the plan year 2022 filing to 1,304 in the plan year 2023 filing.
  • Berry Companies, Inc. Stock Bonus Plan reported net income fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Berry Companies, Inc. Stock Bonus Plan end-of-year assets rose from $27M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 480797941 · Berry Companies, Inc. PY 2023 · Other

Berry Companies, Inc. Stock Bonus Plan · $29M · 1,304 · 79th

  • IND $29M
  • IND 1,304
  • IND 79th
  • IND Other
  • IND near Siskin Hospital for Physical Rehabilitation Retirement Savings Plan
  • IND ind #13156

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 Manufacturing retirement plans → · Plans in Kansas →

Berry Companies, Inc. Stock Bonus Plan in the asset neighbourhood

Berry Companies, Inc. Stock Bonus PlanBerry Companies, Inc. Stock …$29MSiskin Hospital for Physical Rehabilitation Retirement Savings PlanSiskin Hospital for Physical…$29MKansas City Art Institute Defined Contribution Plan and Tax Deferred Annuity PlanKansas City Art Institute De…$29MThe Asheville School Retirement PlanThe Asheville School Retirem…$29MSaint Elizabeth University Defined Contribution PlanSaint Elizabeth University D…$29M
End-of-year total assets ($M) among Berry Companies, Inc. Stock Bonus Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$29M
Net Income$2M
Employer EIN480797941
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berry Companies, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$133M 32.53478727711705% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $100M $133M ▲ +32.5%
Year Plans Participants Total Assets
2022 2 1,928 $100M
2023 2 2,617 $125M
2024 2 2,686 $133M

Nearby Other Plans in Kansas

Peer Other plans, same state, same plan type, ranked by total assets.

Berry Companies, Inc. Stock Bonus Plan vs. nearby Other plans in Kansas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0200400600 Total assets ($M) Participants Berry Companies, Inc. Stock Bonus Plan, Total assets ($M): 28.646771 · Participants: 1304Berry Companies, Inc. Stock Bonus PlanStormont-Vail Healthcare Employee 403(b) Plan, Total assets ($M): 553.48037 · Participants: 5717Stormont-Vail Healthcare Employee 403(b) PlanOlathe Health System, Inc. Tsa Retirement Plan, Total assets ($M): 194.589342 · Participants: 2326Olathe Health System, Inc. Tsa Retirement PlanHays Medical Center Employee's Tax Deferred Annuity Plan, Total assets ($M): 103.791856 · Participants: 1503Hays Medical Center Employee's Tax Deferred Annuity PlanMidwest Transplant Network, Inc. 403(b) Retirement Plan, Total assets ($M): 41.715049 · Participants: 225Midwest Transplant Network, Inc. 403(b) Retirement PlanOttawa University DC Plan, Total assets ($M): 38.535436 · Participants: 496Ottawa University DC Plan
Berry Companies, Inc. Stock Bonus Plan vs. nearby Other plans in Kansas, assets vs. participants
Compare Berry Companies, Inc. Stock Bonus Plan side-by-side with 3 peers →

Berry Companies, Inc. Stock Bonus Plan's out-of-state Other peers by assets and headcount

Outside Kansas, the nearest Other by assets is Siskin Hospital for Physical Rehabilitation Retirement Savings Plan in TN ($29M); by covered participants it is Sunset Park Health Council 403(b) Plan in NY (1,304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,304 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 Companies, Inc. Stock Bonus Plan assets move in 2023? ▼
Berry Companies, Inc. Stock Bonus Plan grew at a solid clip - up 8.0% during 2023, from $27M to $29M. Reported net income was $2M.
How have Berry Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berry Companies, Inc.'s sponsor-wide assets grew 32.5%, from $100M to $133M.
Where does Berry Companies, Inc. Stock Bonus Plan rank by assets among Form 5500 filers? ▼
Berry Companies, Inc. Stock Bonus Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Berry Companies, Inc. Stock Bonus Plan? ▼
Among Other plans in other states, the closest by assets is Siskin Hospital for Physical Rehabilitation Retirement Savings Plan in TN ($29M, 537 participants).
Which Other plans cover a similar participant headcount to Berry Companies, Inc. Stock Bonus Plan? ▼
Among Other plans in other states, the closest by covered participants is Sunset Park Health Council 403(b) Plan in NY (1,304 participants, $57M 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 480797941.

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.