Defined Benefit (Pension) · DOL Form 5500 · 2023

Berkshire Gas Company Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
57
Participants Small participant base
78th
Percentile by assets National rank
$484,733
Avg per participant High balance/head
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Official DOL plan name: Bgc Pension Plan · Sponsored by Berkshire Gas Company · Connecticut · Utilities

$28M in assets, 57 participants

Berkshire Gas Company's Bgc Pension Plan reported $28M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #296 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Bgc Pension Plan ranks #296 of 721 2023 filers by assets (1943% of the sector average)-$28M for 57 participants.

#296
in Utilities (721 peers)
+2.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Bgc Pension Plan's outsized position by total assets

Bgc Pension Plan vs every filed plan by assets

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

$27,629,779 Top 22% higher than 78% 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

Bgc Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bgc Pension Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bgc Pension Plan reported net income rose from -$8M in the plan year 2022 filing to $661K in the plan year 2023 filing.
  • Bgc Pension Plan reported participants rose from 28 in the plan year 2022 filing to 57 in the plan year 2023 filing.
  • Bgc Pension Plan end-of-year assets rose from $27M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 041731220 · Berkshire Gas Company PY 2023 · Defined Benefit (Pension)

Bgc Pension Plan · $28M · 57 · 78th

  • VS-ST $28M
  • BOY 57
  • SCH 78th
  • EBSA Defined Benefit (Pension)
  • PART near Defined Benefit Pension Plan of Curative Care Network, Inc.
  • TYPE ind #296

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 Utilities retirement plans → · Plans in Connecticut →

Bgc Pension Plan in the asset neighbourhood

Ironworkers Local #597 Pension PlanIronworkers Local #597 Pensi…$28MBgc Pension Plan$28MDefined Benefit Pension Plan of Curative Care Network, Inc.Defined Benefit Pension Plan…$28MRetirement Plan for Employees of Lighthouse InternationalRetirement Plan for Employee…$28MRudd Equipment Co. , Inc. Restated Employees' Defined Benefit PlanRudd Equipment Co. , Inc. Re…$28M
End-of-year total assets ($M) among Bgc Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$661K
Employer EIN041731220
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire Gas Company)

Sponsor-wide plan assets over time

All Berkshire Gas Company plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M$40M 202220232024 $27M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 66 $27M
2023 1 57 $28M
2024 1 48 N/A

Nearby Defined Benefit (Pension) Plans in Connecticut

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Bgc Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Bgc Pension Plan, Total assets ($B): 0.027629779 · Participants: 57Bgc Pension PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Bgc Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

Bgc Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Defined Benefit Pension Plan of Curative Care Network, Inc. in WI ($28M); by covered participants it is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants). Same-state nearby plans are listed separately above.

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 Bgc Pension Plan assets move in 2023?
Bgc Pension Plan edged up modestly - up 2.5% during 2023, from $27M to $28M. Reported net income was $661K.
Where does Bgc Pension Plan rank by assets among Form 5500 filers?
Bgc Pension Plan ranks in the 78th 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 Defined Benefit (Pension) plans are similar in size to Bgc Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Pension Plan of Curative Care Network, Inc. in WI ($28M, 24 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bgc Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (57 participants, $10M in assets).