Department of Labor filing

BERRY COMPANIES, INC.

BERRY COMPANIES, INC. PROFIT SHARING PLAN · For the plan year ended Mar 31, 2025

Public filing 2024 · received Jan 13, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

40filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$2,263

Reported employer contributions per active participant.

Higher than about 39% of comparable plans

#People in the filing

1,295

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$145 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 41% of comparable plans

↗Investment performance

Not available

Plan assets changed 9.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202440out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions39th percentileTypical peer $2,847 · based on 168 comparable plans

Lower reported administrative expense41st percentileTypical peer $131 · based on 169 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Mar 31, 2025, BERRY COMPANIES, INC. reported $2,930,444 in employer contributions across the plan and 1,295 active participants. That works out to $2,263 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 24.4%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 90.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context40/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,930,444
Participant contributions: $8,289,241
Other contributions: $719,544
Employer share of reported contributions: 26.1%
Beginning assets: $96,702,746
Ending assets: $106,169,739
Ending net assets: $106,169,739
Ending liabilities: $0
Total income: $17,346,480
Total expenses: $8,673,949
Administrative expenses: $248,484
Participant loans: $1,475,051

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,992

2023

$2,062

2024

$2,263

Plan-paid administrative expenses per participant

2022

$76

2023

$126

2024

$145

Active participants

2022

1,313

2023

1,343

2024

1,295

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,263	1,295	106.2M	20260113122212NAL0019156000001
2023	$2,062	1,343	96.7M	20241226105258NAL0011892353001
2022	$2,992	1,313	73.9M	20240111162303NAL0000662928001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.4%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 480797941-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Apr 1, 1976
Industry: Industry group 333
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2S2T3D3H

Current plan terms

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Filing ACK_ID20260113122212NAL0019156000001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗