401(k)
2023 plan-year 401(k) DOL Form 5500

403(b) Thrift Plan of Berkshire County Arc, Inc.

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

Sponsored by Berkshire County Arc, Inc. · Massachusetts · Other Services

What the 2023 filing shows

403(b) Thrift Plan of Berkshire County Arc, Inc. holds $18M for 1,435 participants — about $12,696 per participant, up 18.2% over the 2023 plan year.

$18M
total plan assets (2023 EOY)
1,435
covered participants
$12,696
avg assets per participant
+18.2%
assets growth YoY
Total Assets (2023)
$18M
Participants
1,435
Industry
Other Services

What the Filing Says About 403(b) Thrift Plan of Berkshire County Arc, Inc.

403(b) Thrift Plan of Berkshire County Arc, Inc. is a 401(k) retirement plan sponsored by Berkshire County Arc, Inc., headquartered in Massachusetts. As of the 2023 Form 5500 filing, the plan reports $18M in total end-of-year assets and covers 1,435 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 042218928, and the plan has been effective since 1995-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2023 to $18M at year-end — a gain of 18.2%. Net assets (after liabilities) closed the year at $18M, with reported net income of $3M 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)$15M
Total Assets (End of Year)$18M
Net Assets (End of Year)$18M
Net Income$3M
Plan Type401(k)
Employer EIN042218928
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire County Arc, Inc.)

Year Plans Participants Total Assets
2022 1 1,314 $15M
2023 1 1,435 $18M
2024 1 1,582 $19M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the 403(b) Thrift Plan of Berkshire County Arc, Inc.?
As of the 2023 Form 5500 filing, 403(b) Thrift Plan of Berkshire County Arc, Inc. holds $18M in total assets with 1,435 participants. It is sponsored by Berkshire County Arc, Inc..
What type of plan is 403(b) Thrift Plan of Berkshire County Arc, Inc.?
403(b) Thrift Plan of Berkshire County Arc, Inc. is a 401(k) plan. It has been effective since 1995-07-01. The plan is filed with the U.S. Department of Labor under EIN 042218928.
Who sponsors the 403(b) Thrift Plan of Berkshire County Arc, Inc.?
403(b) Thrift Plan of Berkshire County Arc, Inc. is sponsored by Berkshire County Arc, Inc., located in Massachusetts. The sponsor's EIN is 042218928 and the plan operates in the Other Services industry.
How did 403(b) Thrift Plan of Berkshire County Arc, Inc. perform in 2023?
403(b) Thrift Plan of Berkshire County Arc, Inc. grew by 18.2% during 2023, moving from $15M to $18M in total assets. Net income was $3M.
Where can I find official filings for 403(b) Thrift Plan of Berkshire County Arc, Inc.?
Official Form 5500 filings for 403(b) Thrift Plan of Berkshire County Arc, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042218928 or plan name at efast.dol.gov.
How does 403(b) Thrift Plan of Berkshire County Arc, Inc. compare to other plans?
You can compare 403(b) Thrift Plan of Berkshire County Arc, Inc. against other 401(k) plans on the plan type page, or view plans in Massachusetts 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 042218928.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.