Defined Benefit (Pension) · DOL Form 5500 · 2023
Berkshire Hathaway Credit Corporation Pension Plan
Data updated 2026-08-25
- $4.2B
- Total assets Very large vs avg
- 10,563
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $396,703
- Avg per participant High balance/head
Official DOL plan name: Berkshire Hathaway Consolidated Pension Plan · Sponsored by Berkshire Hathaway Credit Corporation · Nebraska · Management of Enterprises
$4.2B in assets, 10,563 participants
Berkshire Hathaway Credit Corporation's Berkshire Hathaway Consolidated Pension Plan reported $4.2B in total assets and 10,563 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #1,122 in Management of Enterprises (1,137 peers)
Coverage in Nebraska
Berkshire Hathaway Consolidated Pension Plan covers 10,563 participants in Nebraska, 19x the typical Nebraska plan (state average ~552 per filing). Assets: $4.2B.
- #1,122
- in Management of Enterprises (1,137 peers)
- +6.7%
- assets growth YoY
- 42×
- vs typical plan assets (national mean)
Berkshire Hathaway Consolidated Pension Plan's outsized position by total assets
Berkshire Hathaway Consolidated Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,190,368,742 Highest reported value at or above every one 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
Berkshire Hathaway Consolidated Pension Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkshire Hathaway Consolidated Pension Plan is a mega filing (10,563 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Berkshire Hathaway Consolidated Pension Plan reported participants rose from 38 in the plan year 2022 filing to 10,563 in the plan year 2023 filing.
- Berkshire Hathaway Consolidated Pension Plan reported net income rose from -$44M in the plan year 2022 filing to $264M in the plan year 2023 filing.
- Berkshire Hathaway Consolidated Pension Plan end-of-year assets rose from $3.9B in the plan year 2022 filing to $4.2B in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 470679606 · Berkshire Hathaway Credit Corporation PY 2023 · Defined Benefit (Pension)
Berkshire Hathaway Consolidated Pension Plan · $4.2B · 10,563 · 100th
- PCT $4.2B
- PCT 10,563
- PCT 100th
- PCT Defined Benefit (Pension)
- PCT near International Brotherhood of Teamsters Union Local 710 Pension Fund
- PCT ind #1122
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 Management of Enterprises retirement plans → · Plans in Nebraska →
Berkshire Hathaway Consolidated Pension Plan in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $3.9B |
|---|---|
| Net Assets (End of Year) | $4.2B |
| Net Income | $264M |
| Employer EIN | 470679606 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berkshire Hathaway Credit Corporation)
Sponsor-wide plan assets over time
All Berkshire Hathaway Credit Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $5.2B 31.260594563730653% vs 2022
- 2024 filing year
| 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.
- Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates $4.4B · 3,724
- Mutual of Omaha Retirement Income Plan $979M · 504
- Retirement Plan for Employees and Representatives of Woodmenlife $772M · 279
- The Restated Ag Processing Inc Retirement Plan $368M · 1,113
- Omaha Construction Industry Pension Plan $329M · 1,447
Scale composition for Berkshire Hathaway Consolidated Pension Plan
Berkshire Hathaway Consolidated Pension Plan reports $4.2B in end-of-year assets across 10,563 participants (0.034% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $396,703 per participant (2.9x the national average assets-per-participant) . Net income for plan year 2023 was $264M.
This plan identity (EIN 470679606, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.9B to $5.2B (+31.3%) while covered participants moved from 38 to 9,020 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 38 | $3.9B | Open filing |
| 2023 | 10,563 | $4.2B | This page |
| 2024 · index core | 9,020 | $5.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Berkshire Hathaway Consolidated Pension Plan (Defined Benefit (Pension), $5.2B, 9,020 participants)
Berkshire Hathaway Consolidated Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Nebraska, the nearest Defined Benefit (Pension) by assets is International Brotherhood of Teamsters Union Local 710 Pension Fund in IL ($4.2B); by covered participants it is Retirement Plan for Employees of Aetna Inc. in CT (10,546 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4.2B here).
- International Brotherhood of Teamsters Union Local 710 Pension Fund (IL) $4.2B · 8,622
- International Painters and Allied Trades Industry Pension Plan (MD) $4.2B · 44,973
- The Travelers Pension Plan (MN) $4.2B · 24,884
- Lucent Technologies Inc. Pension Plan (NJ) $4.2B · N/A
Similar participant headcount
Nearest other-state filings by covered participants (10,563 participants); asset peers above are excluded.
- Retirement Plan for Employees of Aetna Inc. (CT) 10,546 · 17 off
- Automatic Data Processing Inc Pension Retirement Plan (NJ) 10,502 · 61 off
- 3M Employee Retirement Income Plan (MN) 10,638 · 75 off
- Rush Retirement Plan (IL) 10,468 · 95 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.