401(k) · DOL Form 5500 · 2022

Berkshire Housing Development Corporation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
77
Participants Small participant base
37th
Percentile by assets National rank
$31,629
Avg per participant Low balance/head
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Official DOL plan name: Berkshire Housing Development 401(k) Profit Sharing Plan and Trust · Sponsored by Berkshire Housing Development Corporation · Massachusetts · Healthcare & Social Assistance

$2M in assets, 77 participants

Berkshire Housing Development Corporation's Berkshire Housing Development 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,851 in Healthcare & Social Assistance (20,060 peers)

Berkshire Housing Development Corporation multi-year trail

Berkshire Housing Development Corporation's plans moved +23.3% in assets from 2022 to 2024; this filing shows Berkshire Housing Development 401(k) Profit Sharing Plan and Trust at $2M / 77 participants.

#7,851
in Healthcare & Social Assistance (20,060 peers)
+13.8%
assets growth YoY

Berkshire Housing Development 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Berkshire Housing Development 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,435,405 37th percentile higher than 37% 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 Housing Development 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkshire Housing Development 401(k) Profit Sharing Plan and Trust is a small filing (77 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 042483322 · Berkshire Housing Development Corporation PY 2022 · 401(k)

Berkshire Housing Development 401(k) Profit Sharing Plan and Trust · $2M · 77 · 37th

  • VS-ST $2M
  • BOY 77
  • SCH 37th
  • EBSA 401(k)
  • PART near Moreno & Associates, Inc. Profit Sharing 401(k) Plan
  • TYPE ind #7851

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 →

Berkshire Housing Development 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Berkshire Housing Development 401(k) Profit Sharing Plan and TrustBerkshire Housing Developmen…$2MMoreno & Associates, Inc. Profit Sharing 401(k) PlanMoreno & Associates, Inc. Pr…$2MKassis Investment Company Retirement PlanKassis Investment Company Re…$2MFaze Clan Inc 401(k) Plan$2MSolid Surface Care, Inc. 401(k) Profit Sharing PlanSolid Surface Care, Inc. 401…$2M
End-of-year total assets ($M) among Berkshire Housing Development 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Berkshire Housing Development Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Berkshire Housing Development Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.28861113449303% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M$3.2M 202220232024 $2.44M $3M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 77 $2M
2023 1 59 $3M
2024 1 61 $3M

Berkshire Housing Development Corporation filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$295K
Employer EIN042483322
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Berkshire Housing Development 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Berkshire Housing Development 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.002435405 · Participants: 77Berkshire Housing Development 401(k) Profit Sharing Plan and TrustFidelity 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 Housing Development 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Berkshire Housing Development 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Berkshire Housing Development 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Moreno & Associates, Inc. Profit Sharing 401(k) Plan in CA ($2M); by covered participants it is Accend Services, Inc. 401(k) Plan in MN (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Housing Development 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Berkshire Housing Development 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 13.8% during 2022, from $2M to $2M. Reported net income was $295K.
How have Berkshire Housing Development Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkshire Housing Development Corporation's sponsor-wide assets grew 23.3%, from $2M to $3M.
Which 401(k) plans are similar in size to Berkshire Housing Development 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Moreno & Associates, Inc. Profit Sharing 401(k) Plan in CA ($2M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Berkshire Housing Development 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Accend Services, Inc. 401(k) Plan in MN (77 participants, N/A 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 042483322.

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.