401(k) · DOL Form 5500 · 2024
Berry Global, Inc. 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 921
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $40,467
- Avg per participant Low balance/head
Official DOL plan name: Berry Global Bargaining Unit 401(k) Plan · Sponsored by Berry Global, Inc. · Indiana · Manufacturing
$37M in assets, 921 participants
Berry Global, Inc.'s Berry Global Bargaining Unit 401(k) Plan reported $37M in total assets and 921 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #12,930 in Manufacturing (17,777 peers)
Where Berry Global Bargaining Unit 401(k) Plan sits by assets
Berry Global Bargaining Unit 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 921 participants (~$40,467/participant), up 7.6% in 2024.
- #12,930
- in Manufacturing (17,777 peers)
- +7.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Berry Global Bargaining Unit 401(k) Plan's outsized position by total assets
Berry Global Bargaining Unit 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$37,269,661 Top 20% higher than 80% 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 Global Bargaining Unit 401(k) 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. Berry Global Bargaining Unit 401(k) Plan sits mid-pack in the medium band (921 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berry Global Bargaining Unit 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Berry Global Bargaining Unit 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- Berry Global Bargaining Unit 401(k) Plan reported participants fell from 951 in the plan year 2023 filing to 921 in the plan year 2024 filing.
DOL schedule card
Filing strip 351814673 · Berry Global, Inc. PY 2024 · 401(k)
Berry Global Bargaining Unit 401(k) Plan · $37M · 921 · 80th
- EBSA $37M
- EBSA 921
- EBSA 80th
- EBSA 401(k)
- EBSA near Metal-Fab Inc. Employees Retirement Plan
- EBSA ind #12930
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 Indiana →
Berry Global Bargaining Unit 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $3M |
| Employer EIN | 351814673 |
| Plan Effective Date | 1998-04-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berry Global, Inc.)
Sponsor-wide plan assets over time
All Berry Global, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 7.084853719190304% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 18,087 | $1.1B |
| 2023 | 2 | 18,499 | $1.2B |
| 2024 | 2 | 18,071 | $1.1B |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Berry Global Bargaining Unit 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Metal-Fab Inc. Employees Retirement Plan in KS ($37M); by covered participants it is Passavant Memorial Homes Union Employees 401(k) Plan in PA (921 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Metal-Fab Inc. Employees Retirement Plan (KS) $37M · 262
- Avenue Capital Group and Affiliates 401(k) Profit Sharing (NY) $37M · 137
- Reged 401(k) Plan (NC) $37M · 366
- Larson-Juhl Retirement Investment Plan (GA) $37M · 296
Similar participant headcount
Nearest other-state filings by covered participants (921 participants); asset peers above are excluded.
- Passavant Memorial Homes Union Employees 401(k) Plan (PA) 921 · 0 off
- Voltyx 401(k) Plan (MO) 921 · 0 off
- Peoples First Properties Retirement Savings Plan (FL) 921 · 0 off
- Eastern Metal Supply, Inc. 401(k) Profit Sharing Plan (FL) 921 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.