Other · DOL Form 5500 · 2023
Elder Services of Berkshire County, Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 118
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $37,167
- Avg per participant Low balance/head
Official DOL plan name: Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. · Sponsored by Elder Services of Berkshire County, Inc. · Massachusetts · Healthcare & Social Assistance
$4M in assets, 118 participants
Elder Services of Berkshire County, Inc.'s Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. reported $4M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.
- #8,002 in Healthcare & Social Assistance (17,684 peers)
Coverage in Massachusetts
Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. covers 118 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $4M.
- #8,002
- in Healthcare & Social Assistance (17,684 peers)
- +16.2%
- assets growth YoY
Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,385,707 42nd percentile higher than 42% 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
Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. 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. Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. sits mid-pack in the medium band (118 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. reported net income rose from -$593K in the plan year 2022 filing to $612K in the plan year 2023 filing.
- Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. reported participants rose from 108 in the plan year 2022 filing to 118 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 042542001 · Elder Services of Berkshire County, Inc. PY 2023 · Other
Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. · $4M · 118 · 42nd
- PHOTO $4M
- PHOTO 118
- PHOTO 42nd
- PHOTO Other
- PHOTO near Nobis Works, Inc. Retirement Savings Plan
- PHOTO ind #8002
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 →
Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc. in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $612K |
| Employer EIN | 042542001 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Elder Services of Berkshire County, Inc.)
Sponsor-wide plan assets over time
All Elder Services of Berkshire County, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 26.796559864395675% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $4M |
| 2023 | 1 | 118 | $4M |
| 2024 | 1 | 135 | $5M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Tax Deferred Annuity Plan of Elder Services of Berkshire County, Inc.'s out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Nobis Works, Inc. Retirement Savings Plan in GA ($4M); by covered participants it is The Archer School for Girls DC Retirement Plan in CA (118 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.
- The Archer School for Girls DC Retirement Plan (CA) 118 · 0 off
- Accesslex Institute 403(b) Plan (PA) 118 · 0 off
- International Fellowship of Christians and Jews 403(b) Retirement Plan (IL) 118 · 0 off
- Glenwood Village Care Center Dba Glenwood Retirement Village Tax Deferred Annuity Plan (MN) 118 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.