Profit Sharing · DOL Form 5500 · 2024
Bertelsmann Inc. Profit Sharing Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 387
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $31,742
- Avg per participant Low balance/head
Official DOL plan name: Fpi Retirement Plan · Sponsored by Bertelsmann Inc. · New York · Information & Media
$12M in assets, 387 participants
Bertelsmann Inc.'s Fpi Retirement Plan reported $12M in total assets and 387 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.
- #1,340 in Information & Media (2,822 peers)
Coverage in New York
Fpi Retirement Plan covers 387 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $12M.
- #1,340
- in Information & Media (2,822 peers)
- +17.2%
- assets growth YoY
Fpi Retirement Plan's mid-pack asset rank among Information & Media and all filers
Fpi Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,284,180 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
Fpi Retirement 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. Fpi Retirement Plan sits mid-pack in the medium band (387 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fpi Retirement Plan reported participants fell from 750 in the plan year 2023 filing to 387 in the plan year 2024 filing.
- Fpi Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Fpi Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 133621012 · Bertelsmann Inc. PY 2024 · Profit Sharing
Fpi Retirement Plan · $12M · 387 · 60th
- PCT $12M
- PCT 387
- PCT 60th
- PCT Profit Sharing
- PCT near Aboud & Aboud, P.C. Profit Sharing Plan
- PCT ind #1340
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 →
Fpi Retirement Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 133621012 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING 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
- $12M 55.35724877523902% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 487 | $8M |
| 2023 | 1 | 750 | $10M |
| 2024 | 1 | 387 | $12M |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.3B · 18,200
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
Fpi Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Aboud & Aboud, P.C. Profit Sharing Plan in AZ ($12M); by covered participants it is IBEW Local 129 Profit Sharing Annuity Plan in MI (387 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (387 participants); asset peers above are excluded.
- IBEW Local 129 Profit Sharing Annuity Plan (MI) 387 · 0 off
- Laborers Union Local No. 1174 Annuity Fund (PA) 387 · 0 off
- Supermercados Econo, Inc Savings and Retirement Plan (PR) 388 · 1 off
- Luther Home of Mercy Retirement Savings Plan (OH) 388 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.