401(k) · DOL Form 5500 · 2022

Bg-Ic, LLC 401(k) Plan

Data updated 2026-08-11

$72M
Total assets
699
Participants
91st
Percentile by assets
$103,031
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$72M
total plan assets (2022 EOY)
699
covered participants
91st
percentile by assets (of 139,126 plans)
$103,031
avg assets per participant

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.

Where Berkshire Group 401(k) Plan sits 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 $2,010,000,000 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

State
Massachusetts
Industry
Real Estate

Berkshire Group 401(k) Plan vs the 2022 asset distribution

By assets, Berkshire Group 401(k) Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

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)

$60M$80M$100M$120M 202220232024 $72M $110M ▲ +53.2%
Total plan assets by year, all Bg-Ic, LLC plans on file
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 ($B) Participants Berkshire Group 401(…, Total assets ($B): 0.072018364 · Participants: 699Berkshire Group 401(…Fidelity Retirement …, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement …Liberty Mutual 401(k…, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k…Massachusetts Instit…, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Instit…Philips North Americ…, Total assets ($B): 5.180251859 · Participants: 19750Philips North Americ…Boston Scientific Co…, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Co…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Berkshire Group 401(k) Plan by total assets, not by location.

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).

Next read for Berkshire Group 401(k) Plan

Scale reading

Ways to act on Berkshire Group 401(k) Plan's numbers.

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.