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Original filing (PDF)20251013153048NAL0000768531001
B&G FOODS NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
B&G FOODS PENSION PLAN
Defined-benefit pension plan
Signals · 2
56% in single holdingNo recordkeeper disclosed
Active participants
400
Accounts w/ balance
—
Plan assets (EOY)
$88.1M
Net assets (EOY)
$88.1M
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Value" is 56% of plan.
- 28 bps in Schedule C fees — 74% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for B&G FOODS NORTH AMERICA, INC..
Plan sponsor
Name
B&G FOODS NORTH AMERICA, INC.
EIN
22-3640377
Address
4 GATEHALL DRIVE · PARSIPPANY, NJ · 070544522
Phone
(973) 401-6500
Industry
Manufacturingsee all
Plan administrator
Name
ERIC HART
EIN
22-3640377
City
PARSIPPANY, NJ
Phone
(973) 401-6500
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA | 94-1687665 | — | NONE | $196K | — |
| PIMCO TOTAL RETURN | — | NEW YORK, NY | NONE | $49K | — |
Investments
10 direct securities· $157.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Value | — | — | — | $87.9M | 99.7% | |
| Value | — | — | — | $30.1M | 34.2% | |
| Value | — | — | — | $11.0M | 12.5% | |
| Assets on Current Value ofTransaction Date$ (e) | — | — | — | $7.7M | 8.8% | |
| $ (d) | — | — | — | $7.7M | 8.8% | |
| SellingPrice $ (c) | — | — | — | $7.7M | 8.8% | |
| - 28 (g) (Loss) Net Gain/ $ (f) | — | — | — | $4.7M | 5.3% | |
| CurrentValue $ | — | — | — | $85K | <0.1% | |
| Current $ | — | — | $26K | $49K | <0.1% | |
| CurrentValue $ 469 375 4,5268,8804,450 | — | — | $5K | $3K | <0.1% |