401(k) · DOL Form 5500 · 2024

Bertelsmann, Inc. 401(k) Plan

Data updated 2026-08-25

$2.0B
Total assets Very large vs avg
8,782
Participants Very large workforce
99th
Percentile by assets National rank
$223,086
Avg per participant Above avg balance/head
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Official DOL plan name: Bertelsmann 401(k) Savings Plan · Sponsored by Bertelsmann, Inc. · New York · Information & Media

$2.0B in assets, 8,782 participants

Bertelsmann, Inc.'s Bertelsmann 401(k) Savings Plan reported $2.0B in total assets and 8,782 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #2,773 in Information & Media (2,822 peers)

Coverage in New York

Bertelsmann 401(k) Savings Plan covers 8,782 participants in New York, 11x the typical New York plan (state average ~798 per filing). Assets: $2.0B.

#2,773
in Information & Media (2,822 peers)
+11.1%
assets growth YoY
20×
vs typical plan assets (national mean)

Bertelsmann 401(k) Savings Plan's outsized position by total assets

Bertelsmann 401(k) Savings Plan vs every filed plan by assets

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

$1,959,139,200 Top 1% higher than 99% 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 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bertelsmann 401(k) Savings Plan lands in the large band (8,782 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bertelsmann 401(k) Savings Plan reported net income fell from $235M in the plan year 2023 filing to $196M in the plan year 2024 filing.
  • Bertelsmann 401(k) Savings Plan end-of-year assets rose from $1.8B in the plan year 2023 filing to $2.0B in the plan year 2024 filing.
  • Bertelsmann 401(k) Savings Plan reported participants rose from 8,368 in the plan year 2023 filing to 8,782 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 952949493 · Bertelsmann, Inc. PY 2024 · 401(k)

Bertelsmann 401(k) Savings Plan · $2.0B · 8,782 · 99th

  • TYPE $2.0B
  • NET 8,782
  • BOOK 99th
  • VS-ST 401(k)
  • BOY near Ul Financial Security Plan
  • SCH ind #2773

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 401(k) Savings Plan in the asset neighbourhood

Woodward Retirement Savings PlanWoodward Retirement Savings …$2.0BBertelsmann 401(k) Savings PlanBertelsmann 401(k) Savings P…$2.0BUl Financial Security Plan$2.0BNutrien 401(k) Retirement PlanNutrien 401(k) Retirement Pl…$2.0BThe Queen's Health Systems Retirement Savings PlanThe Queen's Health Systems R…$2.0B
End-of-year total assets ($B) among Bertelsmann 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$1.8B
Net Assets (End of Year)$2.0B
Net Income$196M
Employer EIN952949493
Plan Effective Date1987-04-01
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 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Bertelsmann 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -20020406080 Total assets ($B) Participants Bertelsmann 401(k) Savings Plan, Total assets ($B): 1.9591392 · Participants: 8782Bertelsmann 401(k) Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Bertelsmann 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Bertelsmann 401(k) Savings Plan side-by-side with 3 peers →

Scale composition for Bertelsmann 401(k) Savings Plan

Bertelsmann 401(k) Savings Plan reports $2.0B in end-of-year assets across 8,782 participants (0.016% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $223,086 per participant (1.6x the national average assets-per-participant) . Net income for plan year 2024 was $196M.

This plan identity (EIN 952949493, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $2.0B (+28.2%) while covered participants moved from 9,350 to 8,782 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,350 $1.5B Open filing
2023 8,368 $1.8B Open filing
2024 · index core 8,782 $2.0B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Bertelsmann 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ul Financial Security Plan in IL ($2.0B); by covered participants it is Gray Television, Inc. Capital Accumulation Plan in GA (8,779 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (8,782 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 401(k) Savings Plan assets move in 2024? ▼
Bertelsmann 401(k) Savings Plan grew at a solid clip - up 11.1% during 2024, from $1.8B to $2.0B. Reported net income was $196M.
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 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Bertelsmann 401(k) Savings Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Bertelsmann 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ul Financial Security Plan in IL ($2.0B, 5,384 participants).
Which 401(k) plans cover a similar participant headcount to Bertelsmann 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray Television, Inc. Capital Accumulation Plan in GA (8,779 participants, $657M 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.