Berry Aviation 401(k) match, vesting and fees
What Berry Aviation's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Berry Aviation: employer contribution per participant | $3,231 | |
| Peer median | $1,076 |
| Berry Aviation: average balance | $48,674 | |
| Peer median | $31,804 |
| Berry Aviation: admin expenses ÷ assets | 0.32% | |
| Peer median | 0.46% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.9M at the end of plan year 2021 to $11.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 355 | $11.1M | $737K | $3,231 | 0.32% | Not published | Form 5500 ↗ |
| 2023 | 318 | $8.7M | $686K | $3,193 | 0.66% | Not published | Form 5500 ↗ |
| 2022 | 343 | $5.8M | $357K | $2,977 | 0.81% | Not published | Form 5500 ↗ |
| 2021 | 368 | $5.9M | $55K | $471 | 0.94% | Not published | Form 5500 ↗ |
Other Berry Aviation plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bai Services East Profit Sharing 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Berry Aviation match 401(k) contributions?
The match terms for the Berry Aviation, Inc. Profit Sharing 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $737K in employer contributions, about $3,231 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Berry Aviation 401(k) match vested?
The vesting schedule for the Berry Aviation, Inc. Profit Sharing 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Berry Aviation 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance. The plan administrator is Berry Aviation, Inc..
I left Berry Aviation. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Berry Aviation, Inc., (512) 805-4316) or the recordkeeper, Empower Annuity Insurance. The Berry Aviation old 401(k) page lists the contacts from every plan filing. Find an old Berry Aviation 401(k)
Data from the public Form 5500 annual reports Berry Aviation filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Berry Aviation. Not financial advice. Report a correction · Methodology