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Employer · plans filed under one EIN

Berry Companies, Inc.

Wichita, KS · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$133Mnet assets across plans
3,198participant records2,618 active
$2.9Memployer contributions, latest plan years$1,119 per active record
$257KSchedule C compensation to organisations$80.47 per participant record

Berry Companies, Inc., based in Wichita, Kansas, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 3,198 participant records and $133M in net assets.

The largest is Berry Companies, Inc. Profit Sharing Plan, a 401(k) plan with 1,653 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $2.9M and participant contributions $8.3M in the latest plan years; benefits paid were $9.6M. Schedule C compensation reported to service provider organisations totalled $257K.

Combined net assets moved from $14.2M in 2009 to $133M in 2024 (up 840%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Berry Companies, Inc. Profit Sharing Plan401(k) plan20241,653$106M$64,229$2,263$257K
Berry Companies, Inc. Stock Bonus Plandefined contribution plan20241,545$26.9M$17,440—$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $14.2M2010: $15.3M2011: $17.4M2012: $20.5M2013: $25.6M2014: $30.4M2015: $34.9M2016: $40.7M2017: $47.6M2018: $55.3M2019: $56.6M2020: $81.4M2021: $92.5M2022: $100M2023: $125M2024: $133M$14.2M$133M20092012201620202024
Combined net assets
2009: 9942010: 9682011: 9542012: 1,0792013: 1,0962014: 1,2782015: 1,2862016: 1,4972017: 1,4492018: 1,5542019: 1,7242020: 2,0382021: 2,2962022: 3,2352023: 3,4282024: 3,1989943,4283,19820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202423,198$133M$2.9M$8.3M
202323,428$125M$3.2M$8.0M
202223,235$100M$5.1M$7.3M
202122,296$92.5M$5.0M$5.8M
202022,038$81.4M$3.8M$4.3M
201921,724$56.6M$2.7M$3.4M
201821,554$55.3M$3.3M$2.9M
201721,449$47.6M$1.9M$2.4M
201621,497$40.7M$2.0M$2.4M
201521,286$34.9M$2.3M$2.1M
201421,278$30.4M$2.1M$1.8M
201321,096$25.6M$1.5M$1.6M
201221,079$20.5M$1.0M$1.3M
20112954$17.4M$849K$861K
20102968$15.3M$584K$688K
20092994$14.2M$127K$659K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Oneamerica Retirement ServicesRecordkeeping and information management; Participant loan processing; Participant communication1$166,233
Pension Consultants Inc.Contract Administrator1$82,251
Matrix Trust CompanyCustodial (other than securities); Custodial (securities); Trustee (bank, trust company, or similar financial institution); Trustee (directed)1$8,872

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Oneamerica Retirement Services$166K
Pension Consultants Inc.$82K
Matrix Trust Company$8,872

Questions and answers

How many retirement plans does Berry Companies, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Berry Companies, Inc. Profit Sharing Plan and Berry Companies, Inc. Stock Bonus Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Berry Companies, Inc. contribute to its plans?

$2,930,444 in employer contributions across these plans in their latest plan years, about $1,119 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Oneamerica Retirement Services, Pension Consultants Inc. and Matrix Trust Company. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.