Plan5500

Berry College, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 College, Inc. (EIN 58-0566133) is a plan sponsor located in Mount Berry, GA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
58-0566133
Location
Mount Berry, GA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Berry College, Inc.

  • 3 loaded plans hold $169.2M in reported assets.
  • The largest, Berry College Defined Contribution Plan, holds 86% of this company's reported plan assets.
  • Plans cover 2,599 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$169.2MSummed across loaded plans$169,161,983
Total reported assets$169.2M$169,161,983
Total reported participants2.6K2,599
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$169.2M total assets
Net assets$169.2MLiabilities$0
Contributions & income
Employer contributions$3.1M
Participant contributions$2.6M
Total income / additions$28.8M
Expenses & distributions
Benefits paid / distributions$10.4M
Total expenses$10.5M
Net increase / (decrease)$18.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets86%Berry College Defined Contribution Plan
Participants per plan866Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Berry College Defined Contribution Plan$145.8M
    Plan #001 · 1,227 participants · 2023
  2. 2
    Berry College Tax-Deferred Annuity Plan$23.4M
    Plan #002 · 822 participants · 2023
  3. 3
    Group Insurance Plan For Active And Retired Employees Of Berry Collegenot reported in the loaded dataset
    Plan #501 · 550 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Berry College, Inc.. Open one for its full reported snapshot.

  1. 2023
    Berry College Tax-Deferred Annuity Plan822 participants · 2Sch HSch C
    View filing →
  2. 2023
    Berry College Defined Contribution Plan1,227 participants · 2Sch HSch C
    View filing →
  3. 2023
    Group Insurance Plan For Active And Retired Employees Of Berry College550 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Berry College, Inc. report on Form 5500?
Berry College, Inc. (EIN 58-0566133) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Berry College, Inc.?
The Employer Identification Number (EIN) reported for Berry College, Inc. is 58-0566133.
What is the latest Form 5500 filing year for Berry College, Inc.?
The latest loaded Form 5500 filing year for Berry College, Inc. is 2023.

Related Form 5500 pages