Other · DOL Form 5500 · 2024

Berry Companies, Inc. Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
1,343
Participants Near avg headcount
76th
Percentile by assets National rank
$20,063
Avg per participant Low balance/head
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Official DOL plan name: Berry Companies, Inc. Stock Bonus Plan · Sponsored by Berry Companies, Inc. · Kansas · Manufacturing

$27M in assets, 1,343 participants

Berry Companies, Inc.'s Berry Companies, Inc. Stock Bonus Plan reported $27M in total assets and 1,343 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,818 in Manufacturing (17,777 peers)

Coverage in Kansas

Berry Companies, Inc. Stock Bonus Plan covers 1,343 participants in Kansas, 3.7x the typical Kansas plan (state average ~360 per filing). Assets: $27M.

#11,818
in Manufacturing (17,777 peers)
-5.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $908K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berry Companies, Inc. Stock Bonus Plan's outsized position by total assets

Berry Companies, Inc. Stock Bonus Plan vs every filed plan by assets

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

$26,944,330 Top 24% higher than 76% 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

Berry Companies, Inc. Stock Bonus 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. Berry Companies, Inc. Stock Bonus Plan lands in the large band (1,343 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berry Companies, Inc. Stock Bonus Plan reported net income fell from $2M in the plan year 2023 filing to -$908K in the plan year 2024 filing.
  • Berry Companies, Inc. Stock Bonus Plan end-of-year assets fell from $29M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Berry Companies, Inc. Stock Bonus Plan reported participants rose from 1,304 in the plan year 2023 filing to 1,343 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 480797941 · Berry Companies, Inc. PY 2024 · Other

Berry Companies, Inc. Stock Bonus Plan · $27M · 1,343 · 76th

  • RANK $27M
  • PHOTO 1,343
  • IND 76th
  • EOY Other
  • 5500 near Wellpoint Care Network 403(b) Retirement Plan
  • ASSETS ind #11818

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 Kansas →

Berry Companies, Inc. Stock Bonus Plan in the asset neighbourhood

Berry Companies, Inc. Stock Bonus PlanBerry Companies, Inc. Stock …$27MWellpoint Care Network 403(b) Retirement PlanWellpoint Care Network 403(b…$27MRocky Mountain Human Services Retirement PlanRocky Mountain Human Service…$27MAnnunciation Orthodox School Defined Contribution Retirement PlanAnnunciation Orthodox School…$27MHillsdale Hospital 403(b) PlanHillsdale Hospital 403(b) Pl…$27M
End-of-year total assets ($M) among Berry Companies, Inc. Stock Bonus Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Kansas filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$27M
Net Income-$908K
Employer EIN480797941
Plan Effective Date1981-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berry Companies, Inc.)

Sponsor-wide plan assets over time

All Berry Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$133M 32.53478727711705% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $100M $133M ▲ +32.5%
Year Plans Participants Total Assets
2022 2 1,928 $100M
2023 2 2,617 $125M
2024 2 2,686 $133M

Nearby Other Plans in Kansas

Peer Other plans, same state, same plan type, ranked by total assets.

Berry Companies, Inc. Stock Bonus Plan vs. nearby Other plans in Kansas, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -2000200400600800 Total assets ($M) Participants Berry Companies, Inc. Stock Bonus Plan, Total assets ($M): 26.94433 · Participants: 1343Berry Companies, Inc. Stock Bonus PlanStormont-Vail Healthcare Employee 403(b) Plan, Total assets ($M): 633.87582 · Participants: 5973Stormont-Vail Healthcare Employee 403(b) PlanHays Medical Center Employee's Tax Deferred Annuity Plan, Total assets ($M): 115.483743 · Participants: 1505Hays Medical Center Employee's Tax Deferred Annuity PlanMidwest Transplant Network, Inc. 403(b) Retirement Plan, Total assets ($M): 51.479858 · Participants: 236Midwest Transplant Network, Inc. 403(b) Retirement PlanOttawa University DC Plan, Total assets ($M): 41.349343 · Participants: 517Ottawa University DC PlanNachri Tax Deferred Annuity Plan, Total assets ($M): 38.254763 · Participants: 164Nachri Tax Deferred Annuity Plan
Berry Companies, Inc. Stock Bonus Plan vs. nearby Other plans in Kansas, assets vs. participants
Compare Berry Companies, Inc. Stock Bonus Plan side-by-side with 3 peers →

Berry Companies, Inc. Stock Bonus Plan's out-of-state Other peers by assets and headcount

Outside Kansas, the nearest Other by assets is Wellpoint Care Network 403(b) Retirement Plan in WI ($27M); by covered participants it is New York City Ballet, Inc 403(b) Plan in NY (1,343 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,343 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 Berry Companies, Inc. Stock Bonus Plan assets move in 2024? ▼
Berry Companies, Inc. Stock Bonus Plan pulled back noticeably - down 5.9% during 2024, from $29M to $27M. Reported net income was -$908K.
How have Berry Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berry Companies, Inc.'s sponsor-wide assets grew 32.5%, from $100M to $133M.
Where does Berry Companies, Inc. Stock Bonus Plan rank by assets among Form 5500 filers? ▼
Berry Companies, Inc. Stock Bonus Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Berry Companies, Inc. Stock Bonus Plan? ▼
Among Other plans in other states, the closest by assets is Wellpoint Care Network 403(b) Retirement Plan in WI ($27M, 339 participants).
Which Other plans cover a similar participant headcount to Berry Companies, Inc. Stock Bonus Plan? ▼
Among Other plans in other states, the closest by covered participants is New York City Ballet, Inc 403(b) Plan in NY (1,343 participants, $74M 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 480797941.

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.