Defined Benefit (Pension) · DOL Form 5500 · 2024
Bertelsmann, Inc. Pension Plan
Data updated 2026-08-06
- $115M
- Total assets
- 606
- Participants
- 91st
- Percentile by assets
- $190,551
- Avg per participant
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.
- 91st percentile by assets (of 116,472 plans)
- #2,373 in Information & Media (2,712 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.
- $115M
- total plan assets (2024 EOY)
- 606
- covered participants
- 91st
- percentile by assets (of 116,472 plans)
- $190,551
- avg assets per participant
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.
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.
Bertelsmann Pension Account Plan vs the 2024 asset distribution
By assets, Bertelsmann Pension Account Plan outranks 91% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $124M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | -$9M |
| Employer EIN | 952949493 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bertelsmann, Inc.)
| 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
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Bertelsmann Pension Account Plan by total assets, not by location.
- Exeter Health Resources, Inc. Account Balance Pension Plan (NH) $115M · 1,331
- Convergys Corporation Pension Plan (OH) $115M · 640
- St. Luke's Hospital Retirement Plan (MI) $116M · 8
- Building Trades Pension Plan of Western Pennsylvania (OH) $115M · 1,310
Frequently Asked Questions
How did Bertelsmann Pension Account Plan assets move in 2024? ▼
How have Bertelsmann, Inc. plan assets changed over time? ▼
Where does Bertelsmann Pension Account Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Bertelsmann Pension Account Plan? ▼
Next read for Bertelsmann Pension Account Plan
Scale reading
Ways to act on Bertelsmann Pension Account Plan's numbers.
- By total assets, Bertelsmann Pension Account Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
- Bertelsmann, Inc.'s sponsor-wide assets have grown 25.5% since 2022 across 3 plan years on file. More Information & Media plans