Berry Global Employees 401(K) Retirement Plan — Form 5500 plan (Berry Global, Inc.)

Plain-English plan 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 Global Employees 401(K) Retirement Plan is a benefit plan reported by Berry Global, Inc. under EIN 35-1814673 and plan number 001. The latest loaded filing year is 2023. The filing reports 21,057 participants and $1,173,871,828 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berry Global, Inc.
EIN
35-1814673
Plan number
001
Plan type
2
Location
Evansville, IN
Latest filing year
2023
Participants
21,057
End-of-year plan assets
$1,173,871,828

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202321,057H, C20241014075146NAL0012986499001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,173,871,828
Total liabilities (EOY)
$0
Net assets (EOY)
$1,173,871,828
Net assets (BOY)
$1,029,459,785

Income & contributions

Employer contributions
$19,740,056
Participant contributions
$54,336,781
Total contributions
$77,430,874
Total income / additions
$260,392,879

Expenses & distributions

Benefits paid
$114,259,682
Administrative expenses
$252,663
Total expenses
$115,981,181
Net increase / (decrease)
$144,411,698

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Minnesota Life Insurance CompanyNONE$194,613$02023
Harding Shymanski & CompanyNONE$50,050not reported in the loaded dataset2023
Cetera Trust Company NaNONE$8,000not reported in the loaded dataset2023

Related Form 5500 pages