Other · DOL Form 5500 · 2022

Elder Services of Berkshire Co Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
108
Participants Small participant base
45th
Percentile by assets National rank
$34,944
Avg per participant Low balance/head
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Official DOL plan name: Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. · Sponsored by Elder Services of Berkshire Co · Massachusetts · Healthcare & Social Assistance

$4M in assets, 108 participants

Elder Services of Berkshire Co's Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. reported $4M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #9,946 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. covers 108 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.

#9,946
in Healthcare & Social Assistance (20,060 peers)
-13.6%
assets change YoY

The plan reported a net loss of $593K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. vs every filed plan by assets

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

$3,773,921 45th percentile higher than 45% 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

Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. 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. Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. sits mid-pack in the medium band (108 participants).

Plan-year Form 5500 strip

Filing strip 042542001 · Elder Services of Berkshire Co PY 2022 · Other

Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. · $4M · 108 · 45th

  • PART $4M
  • TYPE 108
  • NET 45th
  • BOOK Other
  • VS-ST near Youth Development Institute 403(b) Plan
  • BOY ind #9946

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. in the asset neighbourhood

The Joffrey Ballet 403(b) Retirement PlanThe Joffrey Ballet 403(b) Re…$4MSoutheastern Guide Dogs, Inc. Retirement PlanSoutheastern Guide Dogs, Inc…$4MTax Deferred Annuity Plan of Elder Services of Berkshire County, Inc.Tax Deferred Annuity Plan of…$4MYouth Development Institute 403(b) PlanYouth Development Institute …$4MWestminster Village Muncie Inc 403b Retirement PlanWestminster Village Muncie I…$4M
End-of-year total assets ($M) among Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$593K
Employer EIN042542001
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elder Services of Berkshire Co)

Sponsor-wide plan assets over time

All Elder Services of Berkshire Co plans reported in each filing year

Latest sponsor-wide plan assets
$5M 26.796559864395675% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.77M $4.79M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 108 $4M
2023 1 118 $4M
2024 1 135 $5M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc., Total assets ($B): 0.003773921 · Participants: 108Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc.The Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. side-by-side with 3 peers →

Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc.'s out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Youth Development Institute 403(b) Plan in AZ ($4M); by covered participants it is Rumsey Hall School 403(b) DC Plan in CT (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. assets move in 2022? ▼
Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. pulled back noticeably - down 13.6% during 2022, from $4M to $4M. Reported net income was -$593K.
How have Elder Services of Berkshire Co plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Elder Services of Berkshire Co's sponsor-wide assets grew 26.8%, from $4M to $5M.
Which Other plans are similar in size to Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc.? ▼
Among Other plans in other states, the closest by assets is Youth Development Institute 403(b) Plan in AZ ($4M, 157 participants).
Which Other plans cover a similar participant headcount to Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Rumsey Hall School 403(b) DC Plan in CT (108 participants, $15M 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 042542001.

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.