401(k) · DOL Form 5500 · 2022

Berkshire Hathaway Specialty Ins 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
669
Participants Below avg headcount
93rd
Percentile by assets National rank
$148,209
Avg per participant Above avg balance/head
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Official DOL plan name: Berkshire Hathaway Specialty Insurance Company Retirement Pla · Sponsored by Berkshire Hathaway Specialty Ins · Massachusetts · Finance & Insurance

$99M in assets, 669 participants

Berkshire Hathaway Specialty Ins's Berkshire Hathaway Specialty Insurance Company Retirement Pla reported $99M in total assets and 669 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,173 in Finance & Insurance (9,261 peers)

Where Berkshire Hathaway Specialty Insurance Company Retirement Pla sits by assets

Berkshire Hathaway Specialty Insurance Company Retirement Pla sits in the top 10% of all filed plans by assets, $99M for 669 participants (~$148,209/participant), down 8.5% in 2022.

#8,173
in Finance & Insurance (9,261 peers)
-8.5%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berkshire Hathaway Specialty Insurance Company Retirement Pla's outsized position by total assets

Berkshire Hathaway Specialty Insurance Company Retirement Pla vs every filed plan by assets

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

$99,151,658 Top 7% higher than 93% 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 Hathaway Specialty Insurance Company Retirement Pla 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 Hathaway Specialty Insurance Company Retirement Pla sits mid-pack in the medium band (669 participants).

Form 5500 schedule snapshot

Filing strip 630202590 · Berkshire Hathaway Specialty Ins PY 2022 · 401(k)

Berkshire Hathaway Specialty Insurance Company Retirement Pla · $99M · 669 · 93rd

  • SCH $99M
  • SCH 669
  • SCH 93rd
  • SCH 401(k)
  • SCH near Core Specialty Insurance Services, Inc. 401(k) Plan
  • SCH ind #8173

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Berkshire Hathaway Specialty Insurance Company Retirement Pla in the asset neighbourhood

Berkshire Hathaway Specialty Insurance Company Retirement PlaBerkshire Hathaway Specialty…$99MCore Specialty Insurance Services, Inc. 401(k) PlanCore Specialty Insurance Ser…$99MBankers Trust Company 401(k) Savings PlanBankers Trust Company 401(k)…$99MHendrick Motorsports, LLC 401(k) PlanHendrick Motorsports, LLC 40…$99MMarine Spill Response Corporation 401(k) Profit Sharing Thrift Savings PlanMarine Spill Response Corpor…$99M
End-of-year total assets ($M) among Berkshire Hathaway Specialty Insurance Company Retirement Pla and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$99M
Net Income-$9M
Employer EIN630202590
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire Hathaway Specialty Ins)

Sponsor-wide plan assets over time

All Berkshire Hathaway Specialty Ins plans reported in each filing year

Latest sponsor-wide plan assets
$174M 75.57016141878333% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $99.2M $174M ▲ +75.6%
Year Plans Participants Total Assets
2022 1 669 $99M
2023 1 768 $131M
2024 1 886 $174M

Nearby 401(k) Plans in Massachusetts

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

Berkshire Hathaway Specialty Insurance Company Retirement Pla vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Berkshire Hathaway Specialty Insurance Company Retirement Pla, Total assets ($B): 0.099151658 · Participants: 669Berkshire Hathaway Specialty Insurance Company Retirement PlaFidelity 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 Hathaway Specialty Insurance Company Retirement Pla vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Berkshire Hathaway Specialty Insurance Company Retirement Pla side-by-side with 3 peers →

Berkshire Hathaway Specialty Insurance Company Retirement Pla's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Core Specialty Insurance Services, Inc. 401(k) Plan in OH ($99M); by covered participants it is The Pleasant Companies 401(k) Plan and Trust in MD (669 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (669 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 Hathaway Specialty Insurance Company Retirement Pla assets move in 2022? ▼
Berkshire Hathaway Specialty Insurance Company Retirement Pla pulled back noticeably - down 8.5% during 2022, from $108M to $99M. Reported net income was -$9M.
How have Berkshire Hathaway Specialty Ins plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkshire Hathaway Specialty Ins's sponsor-wide assets grew 75.6%, from $99M to $174M.
Where does Berkshire Hathaway Specialty Insurance Company Retirement Pla rank by assets among Form 5500 filers? ▼
Berkshire Hathaway Specialty Insurance Company Retirement Pla ranks in the 93rd 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 Hathaway Specialty Insurance Company Retirement Pla? ▼
Among 401(k) plans in other states, the closest by assets is Core Specialty Insurance Services, Inc. 401(k) Plan in OH ($99M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Berkshire Hathaway Specialty Insurance Company Retirement Pla? ▼
Among 401(k) plans in other states, the closest by covered participants is The Pleasant Companies 401(k) Plan and Trust in MD (669 participants, $17M 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 630202590.

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.