How big is Berry Financial Group, Inc.'s plan?

Berry Financial Group, Inc.'s plan reported $2.0M in assets and 13 participants for 2023.

Original filing (PDF)20250319100814NAL0007254800001

Berry Financial Group, Inc.

Name: Berry Financial Group, Inc. — Berry Financial Group, Form 5500 (2023)
Creator: Berry Financial Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berry Financial Group, Inc. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Berry Financial Group, Inc.'s Berry Financial Group, Inc. Profit Sharing Plan and Trust held $2.0M in plan assets for 13 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Berry Financial Group, Inc.'s EIN is 30-0107722.

EIN 30-0107722

Plan number 003

Plan year 2023

ACK ID 20250319100814NAL0007254800001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Berry Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Berry Financial Group, Inc.'s plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERRY FINANCIAL GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score