401(k) · DOL Form 5500 · 2023
Bg-Ic, LLC 401(k) Plan
Data updated 2026-08-25
- $92M
- Total assets Below avg plan size
- 821
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $111,928
- Avg per participant Below avg balance/head
Official DOL plan name: Berkshire Group 401(k) Plan · Sponsored by Bg-Ic, LLC · Massachusetts · Real Estate
$92M in assets, 821 participants
Bg-Ic, LLC's Berkshire Group 401(k) Plan reported $92M in total assets and 821 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #4,599 in Real Estate (4,727 peers)
Where Berkshire Group 401(k) Plan sits by assets
Berkshire Group 401(k) Plan sits in the top 10% of all filed plans by assets, $92M for 821 participants (~$111,928/participant), up 27.6% in 2023.
- #4,599
- in Real Estate (4,727 peers)
- +27.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Berkshire Group 401(k) Plan's outsized position by total assets
Berkshire Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$91,892,999 Top 9% higher than 91% 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 Group 401(k) 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 Group 401(k) Plan sits mid-pack in the medium band (821 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Berkshire Group 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Berkshire Group 401(k) Plan end-of-year assets rose from $72M in the plan year 2022 filing to $92M in the plan year 2023 filing.
- Berkshire Group 401(k) Plan reported participants rose from 699 in the plan year 2022 filing to 821 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 161758404 · Bg-Ic, LLC PY 2023 · 401(k)
Berkshire Group 401(k) Plan · $92M · 821 · 91st
- ASSETS $92M
- ASSETS 821
- ASSETS 91st
- ASSETS 401(k)
- ASSETS near Barry University 401(k) Plan
- ASSETS ind #4599
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 Real Estate retirement plans → · Plans in Massachusetts →
Berkshire Group 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $72M |
|---|---|
| Net Assets (End of Year) | $92M |
| Net Income | $20M |
| Employer EIN | 161758404 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bg-Ic, LLC)
Sponsor-wide plan assets over time
All Bg-Ic, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $110M 53.23677305416158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 699 | $72M |
| 2023 | 1 | 821 | $92M |
| 2024 | 1 | 917 | $110M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Berkshire Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Barry University 401(k) Plan in FL ($92M); by covered participants it is Constellation Insurance Company 401(k) and Profit Sharing Plan in OH (821 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($92M here).
- Barry University 401(k) Plan (FL) $92M · 1,747
- Elior, Inc. 401(k) Plan (NC) $92M · 10,095
- Hashicorp Inc. 401(k) Profit Sharing Plan and Trust (CA) $92M · 1,657
- Peapack-Gladstone Bank Employees Savings and Investments Plan (NJ) $92M · 491
Similar participant headcount
Nearest other-state filings by covered participants (821 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.