401(k) · DOL Form 5500 · 2024

Bertelsmann, Inc. 401(k) Plan

Data updated 2026-08-06

$2.0B
Total assets: 8,782
Participants: 99th
Percentile by assets: $223,086
Avg per participant

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.

99th percentile by assets (of 116,472 plans)
#2,663 in Information & Media (2,712 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 ~795 per filing). Assets: $2.0B.

$2.0B
total plan assets (2024 EOY): 8,782
covered participants: 99th
percentile by assets (of 116,472 plans): $223,086
avg assets per participant

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 →

State

New York

Industry

Information & Media

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Bertelsmann 401(k) Savings Plan reports 8,782 participants - 11x that state average ($2.0B EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$1.8B
Net Assets (End of Year)	$2.0B
Net Income	$196M
Employer EIN	952949493
Plan Effective Date	1987-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Bertelsmann, Inc.)

Total plan assets by year, all Bertelsmann, Inc. plans on file

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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

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 (0.017% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.010% of 89,805,449 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 Pension Account Plan (Defined Benefit (Pension), $115M, 606 participants)

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bertelsmann 401(k) Savings Plan by total assets, not by location.

Ul Financial Security Plan (IL) $2.0B · 5,384
Nutrien 401(k) Retirement Plan (CO) $2.0B · 12,388
Woodward Retirement Savings Plan (CO) $2.0B · 6,210
The Queen's Health Systems Retirement Savings Plan (HI) $2.0B · 9,096

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 116,472 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).

Next read for Bertelsmann 401(k) Savings Plan

Filing takeaways

Ways to act on Bertelsmann 401(k) Savings Plan's numbers.

By total assets, Bertelsmann 401(k) Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar 401(k) 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

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.