Berry Global Bargaining Unit 401(K) Plan — Form 5500 plan (Berry Global, Inc.)
Plain-English plan 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 Global Bargaining Unit 401(K) Plan is a benefit plan reported by Berry Global, Inc. under EIN 35-1814673 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,109 participants and $34,631,210 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$34.6MPlan net assets, end of year$34,631,210
Participants1.1KCovered participants reported1,109
Assets / participant$31.2KComputed: assets ÷ participants$31,227 (computed)
Provider compensation$11K1 Schedule C provider row(s)$10,982
- Plan sponsor
- Berry Global, Inc.
- EIN
- 35-1814673
- Plan number
- 004
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,109 | H, C | 20241017144303NAL0031797649001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$34.6M total assets
Net assets$34.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $34,631,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,631,210
- Net assets (BOY)
- $30,112,522
Income & contributions
- Employer contributions
- $678,634
- Participant contributions
- $1,451,211
- Total contributions
- $2,134,414
- Total income / additions
- $7,256,782
Expenses & distributions
- Benefits paid
- $2,726,767
- Administrative expenses
- $10,982
- Total expenses
- $2,737,749
- Net increase / (decrease)
- $4,519,033
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
32%68%
Employer 32%Participant 68%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Minnesota Life Insurance Company | NONE | $10,982 | $0 | 2023 |