Defined Benefit (Pension) · DOL Form 5500 · 2024

Bertelsmann, Inc. Pension Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
606
Participants Below avg headcount
91st
Percentile by assets National rank
$190,551
Avg per participant Above avg balance/head
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Official DOL plan name: Bertelsmann Pension Account Plan · Sponsored by Bertelsmann, Inc. · New York · Information & Media

$115M in assets, 606 participants

Bertelsmann, Inc.'s Bertelsmann Pension Account Plan reported $115M in total assets and 606 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,475 in Information & Media (2,822 peers)

Where Bertelsmann Pension Account Plan sits by assets

Bertelsmann Pension Account Plan sits in the top 10% of all filed plans by assets, $115M for 606 participants (~$190,551/participant), down 7.1% in 2024.

#2,475
in Information & Media (2,822 peers)
-7.1%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bertelsmann Pension Account Plan's outsized position by total assets

Bertelsmann Pension Account Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$115,473,636 Top 9% higher than 91% of 123,620 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 2024

Bertelsmann Pension Account Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bertelsmann Pension Account Plan sits mid-pack in the medium band (606 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bertelsmann Pension Account Plan reported net income fell from -$436K in the plan year 2023 filing to -$9M in the plan year 2024 filing.
  • Bertelsmann Pension Account Plan reported participants fell from 703 in the plan year 2023 filing to 606 in the plan year 2024 filing.
  • Bertelsmann Pension Account Plan end-of-year assets fell from $124M in the plan year 2023 filing to $115M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 952949493 · Bertelsmann, Inc. PY 2024 · Defined Benefit (Pension)

Bertelsmann Pension Account Plan · $115M · 606 · 91st

  • PART $115M
  • PART 606
  • PART 91st
  • PART Defined Benefit (Pension)
  • PART near Exeter Health Resources, Inc. Account Balance Pension Plan
  • PART ind #2475

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 →

Bertelsmann Pension Account Plan in the asset neighbourhood

St. Luke's Hospital Retirement PlanSt. Luke's Hospital Retireme…$116MBertelsmann Pension Account PlanBertelsmann Pension Account …$115MExeter Health Resources, Inc. Account Balance Pension PlanExeter Health Resources, Inc…$115MConvergys Corporation Pension PlanConvergys Corporation Pensio…$115MBuilding Trades Pension Plan of Western PennsylvaniaBuilding Trades Pension Plan…$115M
End-of-year total assets ($M) among Bertelsmann Pension Account Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$115M
Net Income-$9M
Employer EIN952949493
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bertelsmann, Inc.)

Sponsor-wide plan assets over time

All Bertelsmann, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 25.482275342701943% vs 2022
2024 filing year
$1.6B$1.8B$2B$2.2B 202220232024 $1.65B $2.07B ▲ +25.5%
Year Plans Participants Total Assets
2022 2 10,089 $1.7B
2023 2 9,071 $1.9B
2024 2 9,388 $2.1B

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bertelsmann Pension Account Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Bertelsmann Pension Account Plan, Total assets ($B): 0.115473636 · Participants: 606Bertelsmann Pension Account PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Bertelsmann Pension Account Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bertelsmann Pension Account Plan side-by-side with 3 peers →

Bertelsmann Pension Account Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Exeter Health Resources, Inc. Account Balance Pension Plan in NH ($115M); by covered participants it is Lexmark Retirement Growth Account Plan in KY (606 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (606 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bertelsmann Pension Account Plan assets move in 2024? ▼
Bertelsmann Pension Account Plan pulled back noticeably - down 7.1% during 2024, from $124M to $115M. Reported net income was -$9M.
How have Bertelsmann, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bertelsmann, Inc.'s sponsor-wide assets grew 25.5%, from $1.7B to $2.1B.
Where does Bertelsmann Pension Account Plan rank by assets among Form 5500 filers? ▼
Bertelsmann Pension Account Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bertelsmann Pension Account Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Exeter Health Resources, Inc. Account Balance Pension Plan in NH ($115M, 1,331 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bertelsmann Pension Account Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lexmark Retirement Growth Account Plan in KY (606 participants, $313M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952949493.

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.