Bertelsmann, Inc. 401(k) Plan: Login, Facts & Contact Information

Bertelsmann, Inc. 401(k) Plan Facts

Plan name
BERTELSMANN 401(K) SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BERTELSMANN, INC.
Participants
14,571 (9,217 active employees)
Former employees with a balance
5,500
Plan assets
$1,959,139,200 at Dec 31, 2024
Average account balance
$139,322 across 14,062 accounts
Employer contributions
$40,167,246 in plan year 2024 (33% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1987
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $120.3 million went into the plan in contributions, $40.2 million of it from the employer (33%).
  • $178.5 million was paid out to participants.
  • Investment and other income added $255.6 million.
  • Administrative expenses were $756,010, about $54 per account.

How the Bertelsmann, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
201912,476$1.39 billion$29.1 million$115.6 million
202012,020$1.60 billion$30.0 million$104.7 million
202112,470$1.84 billion$32.7 million$88.0 million
202214,166$1.53 billion$35.1 million$83.5 million
202313,896$1.76 billion$37.2 million$157.0 million
202414,571$1.96 billion$40.2 million$178.5 million

Bertelsmann, Inc. 401(k) Contact Information

Phone
212-782-1150
Mailing address
1745 BROADWAY CORPORATE BENEFITS DEPT, 20TH FLOOR, NEW YORK NY 10019
Plan sponsor
BERTELSMANN, INC.
Plan administrator
BERTELSMANN DEFINED CONTRIBUTION ADMINISTRATION & INVESTMENT COMMITTEE
Employer identification number (EIN)
95-2949493
Plan number
004

Questions about the Bertelsmann, Inc. 401(k)

Does Bertelsmann, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $40.2 million, 33% of all contributions.

Does the Bertelsmann, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Bertelsmann, Inc 401(k) plan?

14,571 participants at the start of plan year 2024, 9,217 of them active employees, and 5,500 former employees who still had money in the plan.

What is the average 401(k) balance at Bertelsmann, Inc?

About $139,322 per account: $1.96 billion in plan assets across 14,062 accounts with a balance at the end of plan year 2024.

Who manages the Bertelsmann, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Bertelsmann, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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