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Employers › Indiana

Employer · plans filed under one EIN

Berry Global, Inc.

Evansville, IN · 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.

$1.13Bnet assets across plans
21,067participant records17,817 active
$20.6Memployer contributions, latest plan years$1,154 per active record
$868KSchedule C compensation to organisations$41.22 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Berry Global, Inc.'s employer identification number (Evansville, Indiana). Their latest filings total 21,067 participant records and $1.13B in net assets.

The largest is Berry Global Employees 401(k) Retirement Plan, a 401(k) plan with 20,171 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 $20.6M and participant contributions $57.1M in the latest plan years; benefits paid were $153M. Schedule C compensation reported to service provider organisations totalled $868K.

Combined net assets moved from $1.9M in 2009 to $1.13B in 2024 (up 60157%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Berry Global Employees 401(k) Retirement Plan401(k) plan202420,171$1.10B$54,403$1,170$859K
Berry Global Bargaining Unit 401(k) Plan401(k) plan2024896$37.3M$41,596$801$9,808
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: $1.9M2010: $373M2011: $361M2012: $458M2013: $534M2014: $557M2015: $573M2016: $601M2017: $816M2018: $875M2019: $1.03B2020: $1.15B2021: $1.28B2022: $1.06B2023: $1.21B2024: $1.13B$1.9M$1.28B$1.13B20092012201620202024
Combined net assets
2009: 3552010: 14,7172011: 15,5622012: 13,5782013: 13,6922014: 13,5142015: 13,4902016: 13,3642017: 16,2012018: 19,5102019: 19,6832020: 21,2762021: 21,4682022: 21,8012023: 21,3372024: 21,06735521,80121,06720092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024221,067$1.13B$20.6M$57.1M
2023221,337$1.21B$20.4M$55.8M
2022221,801$1.06B$19.4M$55.2M
2021221,468$1.28B$19.1M$52.3M
2020221,276$1.15B$16.5M$48.6M
2019219,683$1.03B$16.0M$43.0M
2018219,510$875M$17.3M$42.3M
2017216,201$816M$5.0M$35.3M
2016213,364$601M$2.5M$25.9M
2015213,490$573M$11.8M$26.4M
2014213,514$557M$7.4M$23.8M
2013213,692$534M$6.9M$22.7M
2012213,578$458M$6.5M$22.1M
2011215,562$361M$6.4M$19.8M
2010214,717$373M$1.5M$18.0M
20091355$1.9M$190K$0

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
Stancorp Financial GroupClaims processing; Recordkeeping and information management; Custodial (other than securities)2$819,141
Harding Shymanski & CompanyAccounting (including auditing)1$49,200

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

Stancorp Financial Group$819K
Harding Shymanski & Company$49K

Questions and answers

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

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Berry Global Employees 401(k) Retirement Plan and Berry Global Bargaining Unit 401(k) Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

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

$20,558,505 in employer contributions across these plans in their latest plan years, about $1,154 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 Stancorp Financial Group and Harding Shymanski & 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.