Berry Companies, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Berry Companies, Inc. (EIN 48-0797941) is a plan sponsor located in Wichita, KS with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
48-0797941
Location
Wichita, KS
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$125,349,517
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$125,349,517

Contributions & income

Employer contributions
$3,186,924
Participant contributions
$7,994,579
Total income / additions
$29,682,949

Expenses & distributions

Benefits paid / distributions
$4,565,505
Total expenses
$4,770,511
Net increase / (decrease)
$24,912,438

Coverage

Total reported participants
4,506
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Berry Companies, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Berry Companies, Inc. Profit Sharing Plan0011,622$96,702,7462023
Berry Companies, Inc. Stock Bonus Plan0021,613$28,646,7712023
Berry Companies, Inc. Employee Group Benefit Plan5011,271not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Berry Companies, Inc.
YearPlanParticipantsSchedulesFiling
2023Berry Companies, Inc. Profit Sharing Plan1,622H, C20241226105258NAL0011892353001
2023Berry Companies, Inc. Stock Bonus Plan1,613H20241226105614NAL0006558019001
2023Berry Companies, Inc. Employee Group Benefit Plan1,27120250131155435NAL0002509761001

Related Form 5500 pages