Profit Sharing · DOL Form 5500 · 2022

Berkshire Family and Individual Resources, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
214
Participants Below avg headcount
39th
Percentile by assets National rank
$12,938
Avg per participant Low balance/head
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Official DOL plan name: Bfair 403(b) Plan · Sponsored by Berkshire Family and Individual Resources, Inc. · Massachusetts · Retail Trade

$3M in assets, 214 participants

Berkshire Family and Individual Resources, Inc.'s Bfair 403(b) Plan reported $3M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,602 in Retail Trade (9,519 peers)

Coverage in Massachusetts

Bfair 403(b) Plan covers 214 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.

#4,602
in Retail Trade (9,519 peers)
+5.4%
assets growth YoY

Bfair 403(b) Plan's mid-pack asset rank among Retail Trade and all filers

Bfair 403(b) Plan vs every filed plan by assets

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

$2,768,811 39th percentile higher than 39% 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

Bfair 403(b) 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. Bfair 403(b) Plan sits mid-pack in the medium band (214 participants).

DOL schedule card

Filing strip 043246975 · Berkshire Family and Individual Resources, Inc. PY 2022 · Profit Sharing

Bfair 403(b) Plan · $3M · 214 · 39th

  • EOY $3M
  • 5500 214
  • ASSETS 39th
  • PCT Profit Sharing
  • EIN near Espacio, Inc. Retirement Plan
  • RANK ind #4602

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 Retail Trade retirement plans → · Plans in Massachusetts →

Bfair 403(b) Plan in the asset neighbourhood

Bfair 403(b) Plan$3MEspacio, Inc. Retirement Plan$3MMark E. Seitelman Law Offices, P.C. Profit Sharing Plan and TrustMark E. Seitelman Law Office…$3MConcrete Sealants, Inc. Profit Sharing PlanConcrete Sealants, Inc. Prof…$3MSas Management, Inc. Profit Sharing PlanSas Management, Inc. Profit …$3M
End-of-year total assets ($M) among Bfair 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$142K
Employer EIN043246975
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire Family and Individual Resources, Inc.)

Sponsor-wide plan assets over time

All Berkshire Family and Individual Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.304619925303678% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.77M $3.19M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 214 $3M
2023 1 189 $3M
2024 1 192 $3M

Nearby Profit Sharing Plans in Massachusetts

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

Bfair 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Bfair 403(b) Plan, Total assets ($B): 0.002768811 · Participants: 214Bfair 403(b) PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Bfair 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Bfair 403(b) Plan side-by-side with 3 peers →

Bfair 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Espacio, Inc. Retirement Plan in PR ($3M); by covered participants it is Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan in PR (214 participants). Same-state nearby plans are listed separately above.

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 Bfair 403(b) Plan assets move in 2022? ▼
Bfair 403(b) Plan grew at a solid clip - up 5.4% during 2022, from $3M to $3M. Reported net income was $142K.
How have Berkshire Family and Individual Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkshire Family and Individual Resources, Inc.'s sponsor-wide assets grew 15.3%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Bfair 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Espacio, Inc. Retirement Plan in PR ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Bfair 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Cooperativa De Seguros De Vida De Puerto Rico 1081.01d Salary Deferral Retirement Plan in PR (214 participants, $6M 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 043246975.

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.