Plan Ledger DOL Form 5500 · updated monthly

Berry Companies, Inc.401(k)

BERRY COMPANIES, INC. PROFIT SHARING PLAN · WICHITA, KS · plan year 2024

Reported admin expense ratio · 2024
0.24%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Berry Companies, Inc. reported $248,484 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,263 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.14% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 71st-largest of 828 plans among Kansas employers on file, and the 1,829th of 13,661 in manufacturing. In 2024, employees put in $2.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$106,169,739
Participants with balances1,625
Active participants1,295
Employer contributions$2,930,444
Employee contributions$8,289,241
Employer contribution per active participant$2,263
Average account balance$65,335
Benefits paid to participants$8,394,601
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$106.2M · 1,625 accts · $2.9M emplr
2023$96.7M · 1,714 accts · $2.8M emplr
2022$73.9M · 1,553 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$166,233
Investment management$82,251
Total administrative$248,484
The Berry Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$2,263
Median for plans this size$3,635
2024$2,263 per active participant
2023$2,062 per active participant
2022$2,992 per active participant

Berry Companies, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ONEAMERICA RETIREMENT SERVICES · Recordkeeping · Loan processing$166,233
PENSION CONSULTANTS INC. · Contract administrator$82,251
MATRIX TRUST COMPANY · Custodial · Custodial (securities)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$248,484 · 0.24%
2023$205,006 · 0.24%
2022$103,677 · 0.14%
All plans at this employer2
BERRY COMPANIES, INC. PROFIT SHARING PLAN401(k)
BERRY COMPANIES, INC. STOCK BONUS PLANStock bonus plan
Same employer
Similar plansManufacturing · Kansas
Marel Inc. KS$126.0M · 0.11%
Cargotec Holding, Inc. KS$123.5M · 0.16%
Searles Valley Minerals Inc. KS$117.5M · 0.17%
Scriptpro LLC KS$109.6M · 0.14%
Wenger Manufacturing, LLC KS$86.7M · 0.55%
Inland Truck Parts Company KS$77.9M · 0.06%
Sps Companies, Inc. KS$74.2M · 0.19%
Hostess Brands, LLC KS$73.7M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480797941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.