401(k) · DOL Form 5500 · 2023

Berkshire Corporation 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
130
Participants Small participant base
65th
Percentile by assets National rank
$102,008
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Berkshire Corporation 401(k) Savings Plan · Sponsored by Berkshire Corporation · Massachusetts · Manufacturing

$13M in assets, 130 participants

Berkshire Corporation's Berkshire Corporation 401(k) Savings Plan reported $13M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,805 in Manufacturing (18,722 peers)

Coverage in Massachusetts

Berkshire Corporation 401(k) Savings Plan covers 130 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#9,805
in Manufacturing (18,722 peers)
+18.9%
assets growth YoY

Berkshire Corporation 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Berkshire Corporation 401(k) Savings Plan vs every filed plan by assets

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

$13,261,049 Top 35% higher than 65% 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 Corporation 401(k) Savings 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 Corporation 401(k) Savings Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berkshire Corporation 401(k) Savings Plan reported net income rose from -$828K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Berkshire Corporation 401(k) Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Berkshire Corporation 401(k) Savings Plan reported participants rose from 128 in the plan year 2022 filing to 130 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042427154 · Berkshire Corporation PY 2023 · 401(k)

Berkshire Corporation 401(k) Savings Plan · $13M · 130 · 65th

  • VS-ST $13M
  • BOY 130
  • SCH 65th
  • EBSA 401(k)
  • PART near Lydia Security Monitoring, Inc. 401(k) Plan
  • TYPE ind #9805

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 Corporation 401(k) Savings Plan in the asset neighbourhood

Berkshire Corporation 401(k) Savings PlanBerkshire Corporation 401(k)…$13MLydia Security Monitoring, Inc. 401(k) PlanLydia Security Monitoring, I…$13MFlood, Bumstead, Mccready, & Mccarthy, Inc. 401(k) Profit Sharing Plan and TrustFlood, Bumstead, Mccready, &…$13MBmr Employees 401(k) Plan$13MSymmetry Surgical, Inc. 401(k) PlanSymmetry Surgical, Inc. 401(…$13M
End-of-year total assets ($M) among Berkshire Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN042427154
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire Corporation)

Sponsor-wide plan assets over time

All Berkshire Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$15M 30.99927554172573% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.2M $14.6M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 128 $11M
2023 1 130 $13M
2024 1 142 $15M

Nearby 401(k) Plans in Massachusetts

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

Berkshire Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Berkshire Corporation 401(k) Savings Plan, Total assets ($B): 0.013261049 · Participants: 130Berkshire Corporation 401(k) Savings 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 Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Berkshire Corporation 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Lydia Security Monitoring, Inc. 401(k) Plan in NJ ($13M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Corporation 401(k) Savings Plan assets move in 2023? ▼
Berkshire Corporation 401(k) Savings Plan grew sharply - up 18.9% during 2023, from $11M to $13M. Reported net income was $2M.
How have Berkshire Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkshire Corporation's sponsor-wide assets grew 31.0%, from $11M to $15M.
Which 401(k) plans are similar in size to Berkshire Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lydia Security Monitoring, Inc. 401(k) Plan in NJ ($13M, 445 participants).
Which 401(k) plans cover a similar participant headcount to Berkshire Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 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 042427154.

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.