401(k) · DOL Form 5500 · 2023

Berkshire Grey Inc 401(k) Plan

Data updated 2026-08-25

$307
Total assets Small plan by assets
270
Participants Below avg headcount
0th
Percentile by assets National rank
$1
Avg per participant Low balance/head
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Official DOL plan name: Berkshire Grey Inc 401(k) Plan · Sponsored by Berkshire Grey Inc · Massachusetts · Manufacturing

$307 in assets, 270 participants

Berkshire Grey Inc's Berkshire Grey Inc 401(k) Plan reported $307 in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

  • #25 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Berkshire Grey Inc 401(k) Plan covers 270 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $307.

#25
in Manufacturing (18,722 peers)
-100.0%
assets change YoY

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Berkshire Grey Inc 401(k) Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$307 0th percentile higher than 0% of 127,068 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 2023

Berkshire Grey Inc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkshire Grey Inc 401(k) Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berkshire Grey Inc 401(k) Plan reported net income fell from $837K in the plan year 2022 filing to -$20M in the plan year 2023 filing.
  • Berkshire Grey Inc 401(k) Plan end-of-year assets fell from $20M in the plan year 2022 filing to $307 in the plan year 2023 filing.
  • Berkshire Grey Inc 401(k) Plan reported participants fell from 378 in the plan year 2022 filing to 270 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463834614 · Berkshire Grey Inc PY 2023 · 401(k)

Berkshire Grey Inc 401(k) Plan · $307 · 270 · 0th

  • 5500 $307
  • ASSETS 270
  • PCT 0th
  • EIN 401(k)
  • RANK near Bee Three Inc. Retirement Plan
  • PHOTO ind #25

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 Manufacturing retirement plans → · Plans in Massachusetts →

Berkshire Grey Inc 401(k) Plan in the asset neighbourhood

Berkshire Grey Inc 401(k) PlanBerkshire Grey Inc 401(k) Pl…$307Bee Three Inc. Retirement PlanBee Three Inc. Retirement Pl…$305Mazzaroth Holdings, Inc. 401(k) Profit Sharing PlanMazzaroth Holdings, Inc. 401…$304John Burns Construction Company of Texas, Inc. 401(k) PlanJohn Burns Construction Comp…$304The York Chop Inc. 401(k) PlanThe York Chop Inc. 401(k) Pl…$301
End-of-year total assets ($M) among Berkshire Grey Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$307
Net Income-$20M
Employer EIN463834614
Plan Effective Date2017-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire Grey Inc)

Sponsor-wide plan assets over time

All Berkshire Grey Inc plans reported in each filing year

Latest sponsor-wide plan assets
$307 99.99844493814703% vs 2022
2023 filing year
$0M$10M$20M$30M 20222023 $19.7M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 378 $20M
2023 2 294 $307

Nearby 401(k) Plans in Massachusetts

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

Berkshire Grey Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Berkshire Grey Inc 401(k) Plan, Total assets ($B): 3.07e-7 · Participants: 270Berkshire Grey Inc 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Berkshire Grey Inc 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Berkshire Grey Inc 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Bee Three Inc. Retirement Plan in FL ($305); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Berkshire Grey Inc 401(k) Plan assets move in 2023? ▼
Berkshire Grey Inc 401(k) Plan contracted severely - down 100.0% during 2023, from $20M to $307. Reported net income was -$20M.
How have Berkshire Grey Inc plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Berkshire Grey Inc's sponsor-wide assets declined 100.0%, from $20M to $307.
Where does Berkshire Grey Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Berkshire Grey Inc 401(k) Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Berkshire Grey Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bee Three Inc. Retirement Plan in FL ($305, 2 participants).
Which 401(k) plans cover a similar participant headcount to Berkshire Grey Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463834614.

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.