Other · DOL Form 5500 · 2023

Berkshire School, Inc. Retirement Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
185
Participants Below avg headcount
87th
Percentile by assets National rank
$330,767
Avg per participant High balance/head
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Official DOL plan name: Tiaa-Cref Retirement Plan for All Employees of Berkshire School · Sponsored by Berkshire School, Inc. · Massachusetts · Educational Services

$61M in assets, 185 participants

Berkshire School, Inc.'s Tiaa-Cref Retirement Plan for All Employees of Berkshire School reported $61M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,906 in Educational Services (3,735 peers)

Coverage in Massachusetts

Tiaa-Cref Retirement Plan for All Employees of Berkshire School covers 185 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $61M.

#2,906
in Educational Services (3,735 peers)
+12.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Tiaa-Cref Retirement Plan for All Employees of Berkshire School's outsized position by total assets

Tiaa-Cref Retirement Plan for All Employees of Berkshire School vs every filed plan by assets

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

$61,191,941 Top 13% higher than 87% 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

Tiaa-Cref Retirement Plan for All Employees of Berkshire School 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. Tiaa-Cref Retirement Plan for All Employees of Berkshire School sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tiaa-Cref Retirement Plan for All Employees of Berkshire School reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Tiaa-Cref Retirement Plan for All Employees of Berkshire School end-of-year assets rose from $55M in the plan year 2022 filing to $61M in the plan year 2023 filing.
  • Tiaa-Cref Retirement Plan for All Employees of Berkshire School reported participants rose from 179 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042121313 · Berkshire School, Inc. PY 2023 · Other

Tiaa-Cref Retirement Plan for All Employees of Berkshire School · $61M · 185 · 87th

  • EOY $61M
  • EOY 185
  • EOY 87th
  • EOY Other
  • EOY near St. Bernards School Employee Retirement Plan
  • EOY ind #2906

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 Educational Services retirement plans → · Plans in Massachusetts →

Tiaa-Cref Retirement Plan for All Employees of Berkshire School in the asset neighbourhood

Retirement Savings 403(b) Plan for Employees of Presbyterian HomesRetirement Savings 403(b) Pl…$61MTiaa-Cref Retirement Plan for All Employees of Berkshire SchoolTiaa-Cref Retirement Plan fo…$61MSt. Bernards School Employee Retirement PlanSt. Bernards School Employee…$61MMckendree University Retirement PlanMckendree University Retirem…$61MJdrf International 403b Retirement Savings PlanJdrf International 403b Reti…$61M
End-of-year total assets ($M) among Tiaa-Cref Retirement Plan for All Employees of Berkshire School and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$61M
Net Income$7M
Employer EIN042121313
Plan Effective Date1952-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire School, Inc.)

Sponsor-wide plan assets over time

All Berkshire School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 20.57904777030207% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.7M $65.9M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 179 $55M
2023 1 185 $61M
2024 1 178 $66M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Tiaa-Cref Retirement Plan for All Employees of Berkshire School vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Tiaa-Cref Retirement Plan for All Employees of Berkshire School, Total assets ($B): 0.061191941 · Participants: 185Tiaa-Cref Retirement Plan for All Employees of Berkshire SchoolThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Tiaa-Cref Retirement Plan for All Employees of Berkshire School vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Tiaa-Cref Retirement Plan for All Employees of Berkshire School side-by-side with 3 peers →

Tiaa-Cref Retirement Plan for All Employees of Berkshire School's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is St. Bernards School Employee Retirement Plan in NY ($61M); by covered participants it is Viterbo University, Inc. Tax Deferred Annuity Plan in WI (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Tiaa-Cref Retirement Plan for All Employees of Berkshire School assets move in 2023? ▼
Tiaa-Cref Retirement Plan for All Employees of Berkshire School grew at a solid clip - up 12.0% during 2023, from $55M to $61M. Reported net income was $7M.
How have Berkshire School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkshire School, Inc.'s sponsor-wide assets grew 20.6%, from $55M to $66M.
Where does Tiaa-Cref Retirement Plan for All Employees of Berkshire School rank by assets among Form 5500 filers? ▼
Tiaa-Cref Retirement Plan for All Employees of Berkshire School ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tiaa-Cref Retirement Plan for All Employees of Berkshire School? ▼
Among Other plans in other states, the closest by assets is St. Bernards School Employee Retirement Plan in NY ($61M, 101 participants).
Which Other plans cover a similar participant headcount to Tiaa-Cref Retirement Plan for All Employees of Berkshire School? ▼
Among Other plans in other states, the closest by covered participants is Viterbo University, Inc. Tax Deferred Annuity Plan in WI (185 participants, N/A 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 042121313.

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.