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Original filing (PDF)20251014095659NAL0005326002001
B&G FOODS NORTH AMERICA, INC.
Form 5500
FILING_RECEIVED
B&G FOODS ANKENY, IA PENSION PLAN
Defined-benefit pension plan
Signals · 2
46% in single holdingNo recordkeeper disclosed
Active participants
173
Accounts w/ balance
—
Plan assets (EOY)
$69.6M
Net assets (EOY)
$69.6M
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
77
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Date" is 46% of plan.
- 28 bps in Schedule C fees — 76% 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
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1B · Flat-dollar 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 | $157K | — |
| PIMCO TOTAL RETURN | — | NEW YORK, NY | NONE | $39K | — |
Investments
7 direct securities· $40.3M(58% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Date | — | — | — | $18.5M | 26.6% | |
| Purchase | — | — | — | $11.2M | 16.1% | |
| (g) (Loss) Net Gain/$ (f) | — | — | — | $7.6M | 10.9% | |
| CurrentValue $ | — | — | $2.1M | $2.8M | 4.0% | |
| CurrentValue $ | — | — | $67K | $98K | 0.1% | |
| CurrentValue $ | — | — | — | $70K | 0.1% | |
| CurrentValue $ 735 | — | — | $6K | $10K | <0.1% |