How big is Berry Global, Inc.'s plan?

Berry Global, Inc.'s plan reported $1.1B in assets and 17,041 participants for 2024.

Original filing (PDF)20251014114025NAL0005737218001

Berry Global, Inc.

Name: Berry Global, Inc. — Berry Global Employees 401(k), Form 5500 (2024)
Creator: Berry Global, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Berry Global Employees 401(k) Retirement Plan

401(k) retirement plan · Berry Global, Inc.'s Berry Global Employees 401(k) Retirement Plan held $1.1B in plan assets for 17,041 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

17,041

Accounts w/ balance

12,249

Plan assets (EOY)

$1.1B

Net assets (EOY)

$1.1B

Plan identifiers

Berry Global, Inc.'s EIN is 35-1814673.

EIN 35-1814673

Plan number 001

Plan year 2024

ACK ID 20251014114025NAL0005737218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berry Global, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berry Global, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

2 pooled trusts

Schedule D

19 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).
Bottom-decile employer contributions per participant (8th percentile).

Plan sponsor

Name

BERRY GLOBAL, INC.

EIN

all filings

Address

101 OAKLEY STREET · EVANSVILLE, IN · 47706

Phone

(812) 424-2904

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$809K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
HARDING SHYMANSKI & COMPANY	35-1346211	—	NONE	$49K	—

Investments

19 direct securities · 2 pooled funds· $2.1B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$1.1B

1 holding

Pooled Separate Accounts

$1.0B

18 holdings

Other securities

$17.7M

1 holding

Common Collective Trust

1 holding

					% of plan
MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900	Pooled Separate Account	—	—	$1.1B	98.4%
JPMorgan Large Cap Growth Pooled separate account	Pooled Separate Accounts	—	—	$190.4M	17.4%
Securian AM S&P 500 Index Pooled separate account	Pooled Separate Accounts	—	—	$112.8M	10.3%
Schwab Fundamental US Large Company Index Pooled separate account	Pooled Separate Accounts	—	—	$111.9M	10.2%
Vanguard LifeStrategy Growth Investment Pooled separate account	Pooled Separate Accounts	—	—	$76.0M	6.9%
Vanguard LifeStrategy Moderate Growth Investment Pooled separate account	Pooled Separate Accounts	—	—	$64.1M	5.8%
Vanguard Intermediate Term Bond Index I Pooled separate account	Pooled Separate Accounts	—	—	$62.9M	5.7%
Wellington Disciplined US Equity Pooled separate account	Pooled Separate Accounts	—	—	$56.8M	5.2%
Dodge and Cox International Stock Fund Pooled separate account	Pooled Separate Accounts	—	—	$53.1M	4.8%
GW&K Small Cap Growth Pooled separate account	Pooled Separate Accounts	—	—	$50.8M	4.6%
Vanguard Retirement Savings Trust IV Pooled separate account	Pooled Separate Accounts	—	—	$47.6M	4.3%
DFA U.S. Targeted Value I Pooled separate account	Pooled Separate Accounts	—	—	$44.6M	4.1%
Securian AM Money Market Pooled separate account	Pooled Separate Accounts	—	—	$41.1M	3.7%
PGIM Total Return Bond Z Pooled separate account	Pooled Separate Accounts	—	—	$30.3M	2.8%
Morgan Stanley Global Fixed Income Opportunities Fund Class A Pooled separate account	Pooled Separate Accounts	—	—	$27.8M	2.5%
Thrivent Mid Cap Stock S Pooled separate account	Pooled Separate Accounts	—	—	$20.9M	1.9%
Vanguard LifeStrategy Conservative Growth Investment Pooled separate account	Pooled Separate Accounts	—	—	$20.5M	1.9%
through February 2051	Other securities	—	—	$17.7M	1.6%
DFA U.S. Small Cap I Pooled separate account	Pooled Separate Accounts	—	—	$13.2M	1.2%
Thornburg Strategic Income R5 Pooled separate account	Pooled Separate Accounts	—	—	$6.4M	0.6%
VANGUARD RETIRE SVGS TRUST IV THE VANGUARD GROUP · EIN 23-2186884 / PN 999	Common Collective Trust	—	—	$0	<0.1%