401(k) · DOL Form 5500 · 2024
Berry Enterprises, Inc. 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 166
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $73,092
- Avg per participant Below avg balance/head
Official DOL plan name: Berry Enterprises, Inc. 401(k) Plan and Trust · Sponsored by Berry Enterprises, Inc. · Virginia · Retail Trade
$12M in assets, 166 participants
Berry Enterprises, Inc.'s Berry Enterprises, Inc. 401(k) Plan and Trust reported $12M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #5,709 in Retail Trade (8,048 peers)
Coverage in Virginia
Berry Enterprises, Inc. 401(k) Plan and Trust covers 166 participants in Virginia, about 21% of the average Virginia filer (state average ~782 per filing). Assets: $12M.
- #5,709
- in Retail Trade (8,048 peers)
- +25.3%
- 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 2024 · DOL Form 5500
$12,133,203 Top 40% higher than 60% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Berry Enterprises, Inc. 401(k) Plan and Trust 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. Berry Enterprises, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (166 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berry Enterprises, Inc. 401(k) Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Berry Enterprises, Inc. 401(k) Plan and Trust reported participants rose from 137 in the plan year 2023 filing to 166 in the plan year 2024 filing.
- Berry Enterprises, Inc. 401(k) Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 540888093 · Berry Enterprises, Inc. PY 2024 · 401(k)
Berry Enterprises, Inc. 401(k) Plan and Trust · $12M · 166 · 60th
- VS-ST $12M
- BOY 166
- SCH 60th
- EBSA 401(k)
- PART near Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust
- TYPE ind #5709
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
Virginia filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 540888093 |
| Plan Effective Date | 1986-03-01 |
| Filing Status | FILING 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
| 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.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
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 Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust in PA ($12M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Lehigh Heavy Forge Corporation Union 401(k) Savings Plan & Trust (PA) $12M · 126
- Hopebridge, LLC 401(k) Plan (IN) $12M · 4,400
- 3-G Construction Co., Inc. 401(k) Plan (AZ) $12M · 157
- Markstein Beverage Co. 401(k) Retirement Plan (CA) $12M · 180
Similar participant headcount
Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.
- Awesome 401(k) Plan (CA) 166 · 0 off
- Pacific Dealership Group Retirement Plan (CA) 166 · 0 off
- Mcree Ford, Inc. Retirement Savings Plan (TX) 166 · 0 off
- California Bank of Commerce Profit Sharing 401(k) Plan (CA) 166 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.