401(k) · DOL Form 5500 · 2023

Berkshire Hathaway Specialty Ins 401(k) Plan

Data updated 2026-08-11

$131M
Total assets: 768
Participants: 93rd
Percentile by assets: $170,381
Avg per participant

Official DOL plan name: Berkshire Hathaway Specialty Insurance Company Retirement Pla · Sponsored by Berkshire Hathaway Specialty Ins · Massachusetts · Finance & Insurance

$131M in assets, 768 participants

Berkshire Hathaway Specialty Ins's Berkshire Hathaway Specialty Insurance Company Retirement Pla reported $131M in total assets and 768 participants in its 2023 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.

93rd percentile by assets (of 127,072 plans)
#7,880 in Finance & Insurance (8,869 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, $131M for 768 participants (~$170,381/participant), up 32.0% in 2023.

$131M
total plan assets (2023 EOY): 768
covered participants: 93rd
percentile by assets (of 127,072 plans): $170,381
avg assets per participant

Where Berkshire Hathaway Specialty Insurance Company Retirement Pla sits by total assets

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

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

$130,852,775 Top 7% higher than 93% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Berkshire Hathaway Specialty Insurance Company Retirement Pla reported net income rose from -$9M in the plan year 2022 filing to $32M in the plan year 2023 filing.
Berkshire Hathaway Specialty Insurance Company Retirement Pla end-of-year assets rose from $99M in the plan year 2022 filing to $131M in the plan year 2023 filing.
Berkshire Hathaway Specialty Insurance Company Retirement Pla reported participants rose from 669 in the plan year 2022 filing to 768 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Finance & Insurance

Berkshire Hathaway Specialty Insurance Company Retirement Pla vs the 2023 asset distribution

By assets, Berkshire Hathaway Specialty Insurance Company Retirement Pla outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$99M
Net Assets (End of Year)	$131M
Net Income	$32M
Employer EIN	630202590
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Berkshire Hathaway Specialty Ins)

Total plan assets by year, all Berkshire Hathaway Specialty Ins plans on file

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

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Berkshire Hathaway Specialty Insurance C… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Berkshire Hathaway Specialty Insurance Company Retirement Pla by total assets, not by location.

Potlatchdeltic Salaried 401(k) Plan (WA) $131M · 460
Cambria Holdings 401(k) Profit Sharing Plan (MN) $131M · 1,854
Relativity 401(k) Plan (IL) $131M · 1,251
Specialty Granules Holdings LLC 401(k) Plan (NJ) $131M · 652

Frequently Asked Questions

How did Berkshire Hathaway Specialty Insurance Company Retirement Pla assets move in 2023? ▼

Berkshire Hathaway Specialty Insurance Company Retirement Pla surged - up 32.0% during 2023, from $99M to $131M. Reported net income was $32M.

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 127,072 plans that reported assets for plan year 2023 (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 Potlatchdeltic Salaried 401(k) Plan in WA ($131M, 460 participants).

Next read for Berkshire Hathaway Specialty Insurance C…

Scale reading

Ways to act on Berkshire Hathaway Specialty Insurance Company Retirement Pla's numbers.

By total assets, Berkshire Hathaway Specialty Insurance Company Retirement Pla ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Berkshire Hathaway Specialty Ins's sponsor-wide assets have grown 75.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 630202590.