Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

BERKSHIRE HATHAWAY CREDIT CORPORATION

This Defined Benefit (Pension) plan holds $4.2B in total assets and serves 10,563 participants as of 2023. It is sponsored by BERKSHIRE HATHAWAY CREDIT CORPORATION in Nebraska. The plan reported positive net income of $264M for the year.

Total Assets (2023)
$4.2B
Participants
10,563
State
Industry
Management of Enterprises

What the Filing Says About BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN

BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by BERKSHIRE HATHAWAY CREDIT CORPORATION, headquartered in Nebraska. As of the 2023 Form 5500 filing, the plan reports $4.2B in total end-of-year assets and covers 10,563 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 470679606, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3.9B at the beginning of 2023 to $4.2B at year-end — a gain of 6.7%. Net assets (after liabilities) closed the year at $4.2B, with reported net income of $264M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3.9B
Total Assets (End of Year)$4.2B
Net Assets (End of Year)$4.2B
Net Income$264M
Plan TypeDefined Benefit (Pension)
Employer EIN470679606
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (BERKSHIRE HATHAWAY CREDIT CORPORATION)

Year Plans Participants Total Assets
2022 2 12,462 $3.9B
2023 1 10,563 $4.2B
2024 1 9,020 $5.2B

Nearby Defined Benefit (Pension) Plans in Nebraska

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

Frequently Asked Questions

How much money is in the BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN?
As of the 2023 Form 5500 filing, BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN holds $4.2B in total assets with 10,563 participants. It is sponsored by BERKSHIRE HATHAWAY CREDIT CORPORATION.
What type of plan is BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN?
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 470679606.
Who sponsors the BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN?
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN is sponsored by BERKSHIRE HATHAWAY CREDIT CORPORATION, located in Nebraska. The sponsor's EIN is 470679606 and the plan operates in the Management of Enterprises industry.
How did BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN perform in 2023?
BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN grew by 6.7% during 2023, moving from $3.9B to $4.2B in total assets. Net income was $264M.
Where can I find official filings for BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN?
Official Form 5500 filings for BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 470679606 or plan name at efast.dol.gov.
How does BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN compare to other plans?
You can compare BERKSHIRE HATHAWAY CONSOLIDATED PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Nebraska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 470679606.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.