401(k) · DOL Form 5500 · 2023
Berkshire Hathaway Specialty Ins 401(k) Plan
Data updated 2026-08-25
- $131M
- Total assets Near avg plan size
- 768
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $170,381
- Avg per participant Above avg balance/head
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.
- #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.
- #7,880
- in Finance & Insurance (8,869 peers)
- +32.0%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
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 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 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 Hathaway Specialty Insurance Company Retirement Pla sits mid-pack in the medium band (768 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
EBSA filing schedule strip
Filing strip 630202590 · Berkshire Hathaway Specialty Ins PY 2023 · 401(k)
Berkshire Hathaway Specialty Insurance Company Retirement Pla · $131M · 768 · 93rd
- EIN $131M
- EIN 768
- EIN 93rd
- EIN 401(k)
- EIN near Potlatchdeltic Salaried 401(k) Plan
- EIN ind #7880
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
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)
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
| 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.
- 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
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 Potlatchdeltic Salaried 401(k) Plan in WA ($131M); by covered participants it is Big River Steel 401(k) Plan in PA (768 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($131M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (768 participants); asset peers above are excluded.
- Big River Steel 401(k) Plan (PA) 768 · 0 off
- Sun Coast Resources, Inc. Retirement Savings Plan (TX) 768 · 0 off
- Icl Retirement Income Plan (MO) 768 · 0 off
- Gate City Bank Retirement Savings Plan (ND) 768 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.