401(k) · DOL Form 5500 · 2022

Bg-Ic, LLC 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
699
Participants Below avg headcount
91st
Percentile by assets National rank
$103,031
Avg per participant Below avg balance/head
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Official DOL plan name: Berkshire Group 401(k) Plan · Sponsored by Bg-Ic, LLC · Massachusetts · Real Estate

$72M in assets, 699 participants

Bg-Ic, LLC's Berkshire Group 401(k) Plan reported $72M in total assets and 699 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #4,919 in Real Estate (5,057 peers)

Where Berkshire Group 401(k) Plan sits by assets

Berkshire Group 401(k) Plan sits in the top 10% of all filed plans by assets, $72M for 699 participants (~$103,031/participant), down 18.1% in 2022.

#4,919
in Real Estate (5,057 peers)
-18.1%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$72,018,364 Top 9% higher than 91% 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 Group 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 Group 401(k) Plan sits mid-pack in the medium band (699 participants).

Published 5500 schedule card

Filing strip 161758404 · Bg-Ic, LLC PY 2022 · 401(k)

Berkshire Group 401(k) Plan · $72M · 699 · 91st

  • EIN $72M
  • EIN 699
  • EIN 91st
  • EIN 401(k)
  • EIN near Centromotion 401(k) Plan
  • EIN ind #4919

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 Real Estate retirement plans → · Plans in Massachusetts →

Berkshire Group 401(k) Plan in the asset neighbourhood

Penske Media Corporation 401(k) Retirement PlanPenske Media Corporation 401…$72MWasserstrom Holdings Associates 401(k) PlanWasserstrom Holdings Associa…$72MBerkshire Group 401(k) Plan$72MCentromotion 401(k) Plan$72MAnesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing PlanAnesthesia Consultants of In…$72M
End-of-year total assets ($M) among Berkshire Group 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)$88M
Net Assets (End of Year)$72M
Net Income-$16M
Employer EIN161758404
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bg-Ic, LLC)

Sponsor-wide plan assets over time

All Bg-Ic, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$110M 53.23677305416158% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $72M $110M ▲ +53.2%
Year Plans Participants Total Assets
2022 1 699 $72M
2023 1 821 $92M
2024 1 917 $110M

Nearby 401(k) Plans in Massachusetts

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

Berkshire Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Berkshire Group 401(k) Plan, Total assets ($B): 0.072018364 · Participants: 699Berkshire Group 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 Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Berkshire Group 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Centromotion 401(k) Plan in WI ($72M); by covered participants it is Consolidated Information Servi 401(k) Profit Sharing Plan & Trust in PA (699 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (699 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 Group 401(k) Plan assets move in 2022? ▼
Berkshire Group 401(k) Plan declined sharply - down 18.1% during 2022, from $88M to $72M. Reported net income was -$16M.
How have Bg-Ic, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bg-Ic, LLC's sponsor-wide assets grew 53.2%, from $72M to $110M.
Where does Berkshire Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Berkshire Group 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Berkshire Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Centromotion 401(k) Plan in WI ($72M, 887 participants).
Which 401(k) plans cover a similar participant headcount to Berkshire Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consolidated Information Servi 401(k) Profit Sharing Plan & Trust in PA (699 participants, $16M 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 161758404.

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.