Profit Sharing · DOL Form 5500 · 2023

Berkshire Family and Individual Resources, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
189
Participants Below avg headcount
36th
Percentile by assets National rank
$16,732
Avg per participant Low balance/head
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Official DOL plan name: Bfair 403(b) Plan · Sponsored by Berkshire Family and Individual Resources, Inc. · Massachusetts · Retail Trade

$3M in assets, 189 participants

Berkshire Family and Individual Resources, Inc.'s Bfair 403(b) Plan reported $3M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,038 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Bfair 403(b) Plan covers 189 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.

#4,038
in Retail Trade (8,414 peers)
+14.2%
assets growth YoY

Bfair 403(b) Plan's mid-pack asset rank among Retail Trade and all filers

Bfair 403(b) Plan vs every filed plan by assets

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

$3,162,264 36th percentile higher than 36% 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

Bfair 403(b) 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. Bfair 403(b) Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bfair 403(b) Plan reported net income rose from $142K in the plan year 2022 filing to $393K in the plan year 2023 filing.
  • Bfair 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bfair 403(b) Plan reported participants fell from 214 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043246975 · Berkshire Family and Individual Resources, Inc. PY 2023 · Profit Sharing

Bfair 403(b) Plan · $3M · 189 · 36th

  • EOY $3M
  • EOY 189
  • EOY 36th
  • EOY Profit Sharing
  • EOY near Avbb Inc. Retirement Plan
  • EOY ind #4038

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 Retail Trade retirement plans → · Plans in Massachusetts →

Bfair 403(b) Plan in the asset neighbourhood

Bfair 403(b) Plan$3MAvbb Inc. Retirement Plan$3MMason Insurance Agency, Inc. Profit Sharing PlanMason Insurance Agency, Inc.…$3MRick Slater Construction, Inc. Profit Sharing PlanRick Slater Construction, In…$3MYoss Brothers Employees Employee Profit Sh Trust and an Employee StockYoss Brothers Employees Empl…$3M
End-of-year total assets ($M) among Bfair 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$393K
Employer EIN043246975
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire Family and Individual Resources, Inc.)

Sponsor-wide plan assets over time

All Berkshire Family and Individual Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.304619925303678% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.77M $3.19M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 214 $3M
2023 1 189 $3M
2024 1 192 $3M

Nearby Profit Sharing Plans in Massachusetts

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

Bfair 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Bfair 403(b) Plan, Total assets ($B): 0.003162264 · Participants: 189Bfair 403(b) PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Bfair 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Bfair 403(b) Plan side-by-side with 3 peers →

Bfair 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Avbb Inc. Retirement Plan in FL ($3M); by covered participants it is Magee General Hospital 403(b) Plan in MS (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Bfair 403(b) Plan assets move in 2023? ▼
Bfair 403(b) Plan grew at a solid clip - up 14.2% during 2023, from $3M to $3M. Reported net income was $393K.
How have Berkshire Family and Individual Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkshire Family and Individual Resources, Inc.'s sponsor-wide assets grew 15.3%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Bfair 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Avbb Inc. Retirement Plan in FL ($3M, 42 participants).
Which Profit Sharing plans cover a similar participant headcount to Bfair 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Magee General Hospital 403(b) Plan in MS (189 participants, $4M 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 043246975.

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.