Other · DOL Form 5500 · 2022
Berkshire School, Inc. Retirement Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 179
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $305,330
- Avg per participant High balance/head
Official DOL plan name: Tiaa-Cref Retirement Plan for All Employees of Berkshire School · Sponsored by Berkshire School, Inc. · Massachusetts · Educational Services
$55M in assets, 179 participants
Berkshire School, Inc.'s Tiaa-Cref Retirement Plan for All Employees of Berkshire School reported $55M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.
- #3,185 in Educational Services (4,024 peers)
Coverage in Massachusetts
Tiaa-Cref Retirement Plan for All Employees of Berkshire School covers 179 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $55M.
- #3,185
- in Educational Services (4,024 peers)
- -11.7%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tiaa-Cref Retirement Plan for All Employees of Berkshire School's outsized position by total assets
Tiaa-Cref Retirement Plan for All Employees of Berkshire School vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$54,654,040 Top 11% higher than 89% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tiaa-Cref Retirement Plan for All Employees of Berkshire School 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. Tiaa-Cref Retirement Plan for All Employees of Berkshire School sits mid-pack in the medium band (179 participants).
Published 5500 schedule card
Filing strip 042121313 · Berkshire School, Inc. PY 2022 · Other
Tiaa-Cref Retirement Plan for All Employees of Berkshire School · $55M · 179 · 89th
- NET $55M
- BOOK 179
- VS-ST 89th
- BOY Other
- SCH near Interfaith Medical Center 403(b) Retirement Plan
- EBSA ind #3185
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 Educational Services retirement plans → · Plans in Massachusetts →
Tiaa-Cref Retirement Plan for All Employees of Berkshire School in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $62M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | -$7M |
| Employer EIN | 042121313 |
| Plan Effective Date | 1952-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berkshire School, Inc.)
Sponsor-wide plan assets over time
All Berkshire School, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $66M 20.57904777030207% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 179 | $55M |
| 2023 | 1 | 185 | $61M |
| 2024 | 1 | 178 | $66M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.1B · 12,320
- Harvard University Tax Deferred Annuity Plan $3.2B · 21,269
- Boston University Retirement Plan $2.5B · 8,045
- Northeastern University Retirement Plan $1.9B · 9,310
- Boston University Supplemental Retirement and Savings Plan $1.3B · 12,377
Tiaa-Cref Retirement Plan for All Employees of Berkshire School's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Interfaith Medical Center 403(b) Retirement Plan in NY ($55M); by covered participants it is Kent Place School Defined Contribution Retirement Plan in NJ (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Kent Place School Defined Contribution Retirement Plan (NJ) 179 · 0 off
- Oregon Public Broadcasting Defined Contribution Retirement Plan (OR) 179 · 0 off
- Southern Environmental Law Center Retirement & Employee Savings Plan (VA) 179 · 0 off
- Henry Viscardi School Defined Contribution Plan (NY) 179 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.