401(k) · DOL Form 5500 · 2022

Berkshire Grey Inc 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
378
Participants Below avg headcount
77th
Percentile by assets National rank
$52,227
Avg per participant Low balance/head
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Official DOL plan name: Berkshire Grey Inc 401(k) Plan · Sponsored by Berkshire Grey Inc · Massachusetts · Manufacturing

$20M in assets, 378 participants

Berkshire Grey Inc's Berkshire Grey Inc 401(k) Plan reported $20M in total assets and 378 participants in its 2022 DOL Form 5500 filing, ranking in the 77th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #14,003 in Manufacturing (20,602 peers)

Where Berkshire Grey Inc 401(k) Plan sits by assets

Berkshire Grey Inc 401(k) Plan sits in the top quartile of all filed plans by assets, $20M for 378 participants (~$52,227/participant), up 4.4% in 2022.

#14,003
in Manufacturing (20,602 peers)
+4.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Berkshire Grey Inc 401(k) Plan's outsized position by total assets

Berkshire Grey Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,741,980 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Berkshire Grey Inc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkshire Grey Inc 401(k) Plan sits mid-pack in the medium band (378 participants).

DOL schedule card

Filing strip 463834614 · Berkshire Grey Inc PY 2022 · 401(k)

Berkshire Grey Inc 401(k) Plan · $20M · 378 · 77th

  • 5500 $20M
  • 5500 378
  • 5500 77th
  • 5500 401(k)
  • 5500 near Yorktown Partners LLC 401(k) Plan
  • 5500 ind #14003

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Massachusetts →

Berkshire Grey Inc 401(k) Plan in the asset neighbourhood

Berkshire Grey Inc 401(k) PlanBerkshire Grey Inc 401(k) Pl…$20MYorktown Partners LLC 401(k) PlanYorktown Partners LLC 401(k)…$20MMontgomery, Mccracken, Walker & Rhoads, LLP Retirement Savings Plan for AssociatesMontgomery, Mccracken, Walke…$20MIdec Corporation Profit Sharing and Shared Savings PlanIdec Corporation Profit Shar…$20MI3 Group, Inc. 401(k) Plan and TrustI3 Group, Inc. 401(k) Plan a…$20M
End-of-year total assets ($M) among Berkshire Grey Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$20M
Net Income$837K
Employer EIN463834614
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire Grey Inc)

Sponsor-wide plan assets over time

All Berkshire Grey Inc plans reported in each filing year

Latest sponsor-wide plan assets
$307 99.99844493814703% vs 2022
2023 filing year
$0M$10M$20M$30M 20222023 $19.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 378 $20M
2023 2 294 $307

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Berkshire Grey Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Berkshire Grey Inc 401(k) Plan, Total assets ($B): 0.01974198 · Participants: 378Berkshire Grey Inc 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Berkshire Grey Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Berkshire Grey Inc 401(k) Plan side-by-side with 3 peers →

Berkshire Grey Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Yorktown Partners LLC 401(k) Plan in NY ($20M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (378 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (378 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Berkshire Grey Inc 401(k) Plan assets move in 2022? ▼
Berkshire Grey Inc 401(k) Plan edged up modestly - up 4.4% during 2022, from $19M to $20M. Reported net income was $837K.
How have Berkshire Grey Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Berkshire Grey Inc's sponsor-wide assets declined 100.0%, from $20M to $307.
Where does Berkshire Grey Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Berkshire Grey Inc 401(k) Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Berkshire Grey Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yorktown Partners LLC 401(k) Plan in NY ($20M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Berkshire Grey Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (378 participants, $398K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463834614.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.