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Original filing (PDF)20260113122212NAL0019156000001
BERRY COMPANIES, INC.
Form 5500
FILING_RECEIVED
BERRY COMPANIES, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,295
Accounts w/ balance
1,625
Plan assets (EOY)
$106.2M
Net assets (EOY)
$106.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 23 bps in Schedule C fees — 134% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERRY COMPANIES, INC..
Plan sponsor
Name
BERRY COMPANIES, INC.
EIN
48-0797941
Address
P. O. BOX 829 · WICHITA, KS · 672013803
Phone
(316) 832-0171
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2026-01-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | NONE | $166K | — |
| PENSION CONSULTANTS INC. | — | SPRINGFIELD, MO | NONE | $82K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
27 direct securities · 2 pooled funds· $99.1M(93% 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.
Uncategorized
$95.4M
26 holdings
Common Collective Trust
$3.0M
2 holdings
Mutual Funds
$674K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Fund | — | — | — | $18.1M | 17.1% | |
| Fidelity Large Cap Value Fund | — | — | — | $12.2M | 11.5% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $5.4M | 5.0% | |
| Lazard International Strategic Equity Institutional Fund | — | — | — | $5.2M | 4.9% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $5.1M | 4.8% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $4.8M | 4.5% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $4.5M | 4.3% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $4.2M | 3.9% | |
| Paydenfunds Payden Corporate Bond Fund | — | — | — | $4.1M | 3.8% | |
| JP Morgan Funds JP Morgan Mortgage Backed Securities Fund | — | — | — | $4.0M | 3.8% | |
| Emerald Growth Institutional Fund | — | — | — | $4.0M | 3.8% | |
| JP Morgan Funds Undiscovered Managers Behavioral Value Fund | — | — | — | $3.8M | 3.6% | |
| OneAmerica AUL Stable Value Account | — | — | — | $3.8M | 3.6% | |
| American Funds American Funds 2025 Target Date Retirement Fund | — | — | — | $3.4M | 3.2% | |
| ALLSPRING SPECIAL MID CAP VALUE CIT WELLS FARGO BANK, NA · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.9% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $3.0M | 2.8% | |
| Fidelity Mid Cap Growth Index Fund | — | — | — | $2.8M | 2.6% | |
| Stable Value Funds * Lincoln Financial Group Lincoln Stable Value Account | — | — | — | $1.7M | 1.6% | |
| RBC GAM Inc. RBC Emerging Markets Equity Fund | — | — | — | $1.2M | 1.1% | |
| Artisan Partners Limited Artisan High Income Institutional Fund | — | — | — | $1.1M | 1.0% | |
| Fidelity Total Market Index Fund | — | — | — | $893K | 0.8% | |
| American Funds American Funds 2065 Target Date Retirement Fund | — | — | — | $676K | 0.6% | |
| American Funds American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $674K | 0.6% | |
| Fidelity Global ex US Index Fund | — | — | — | $407K | 0.4% | |
| Cohen and Steers Cohen and Steers Real Estate Securities Fund | — | — | — | $375K | 0.4% | |
| Fidelity US Bond Index Fund | — | — | — | $334K | 0.3% | |
| American Funds American Funds 2020 Target Date Retirement Fund | — | — | — | $269K | 0.3% | |
| American Funds American Funds 2015 Target Date Retirement Fund | — | — | — | $102K | <0.1% | |
| CARILLON EAGLE MID CAP GROWTH CIT 1 CARILLON · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |