Other · DOL Form 5500 · 2023

Berwick Academy Retirement Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
206
Participants Below avg headcount
81st
Percentile by assets National rank
$163,377
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Berwick Academy Defined Contribution Retirement Plan · Sponsored by Berwick Academy · Maine · Educational Services

$34M in assets, 206 participants

Berwick Academy's Berwick Academy Defined Contribution Retirement Plan reported $34M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #2,485 in Educational Services (3,735 peers)

Coverage in Maine

Berwick Academy Defined Contribution Retirement Plan covers 206 participants in Maine, about 44% of the average Maine filer (state average ~472 per filing). Assets: $34M.

#2,485
in Educational Services (3,735 peers)
+13.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Berwick Academy Defined Contribution Retirement Plan's outsized position by total assets

Berwick Academy Defined Contribution Retirement Plan vs every filed plan by assets

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

$33,655,745 Top 19% higher than 81% 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

Berwick Academy Defined Contribution Retirement 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. Berwick Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berwick Academy Defined Contribution Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Berwick Academy Defined Contribution Retirement Plan end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010223755 · Berwick Academy PY 2023 · Other

Berwick Academy Defined Contribution Retirement Plan · $34M · 206 · 81st

  • BOY $34M
  • SCH 206
  • EBSA 81st
  • PART Other
  • TYPE near Somerset Hospital 403(b) Plan
  • NET ind #2485

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 Educational Services retirement plans → · Plans in Maine →

Berwick Academy Defined Contribution Retirement Plan in the asset neighbourhood

Keystone College 403(b) Retirement PlanKeystone College 403(b) Reti…$34MBerwick Academy Defined Contribution Retirement PlanBerwick Academy Defined Cont…$34MSomerset Hospital 403(b) Plan$34MMemphis University School DC PlanMemphis University School DC…$34MTiaa-Cref Tax Deferred Annuity for All Employees OTiaa-Cref Tax Deferred Annui…$34M
End-of-year total assets ($M) among Berwick Academy Defined Contribution Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN010223755
Plan Effective Date1960-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berwick Academy)

Sponsor-wide plan assets over time

All Berwick Academy plans reported in each filing year

Latest sponsor-wide plan assets
$36M 23.094918099633862% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.6M $36.4M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 204 $30M
2023 1 206 $34M
2024 1 246 $36M

Nearby Other Plans in Maine

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

Berwick Academy Defined Contribution Retirement Plan vs. nearby Other plans in Maine, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Berwick Academy Defined Contribution Retirement Plan, Total assets ($B): 0.033655745 · Participants: 206Berwick Academy Defined Contribution Retirement PlanMainehealth 403(b) Retirement Plan, Total assets ($B): 2.133663491 · Participants: 22008Mainehealth 403(b) Retirement PlanNorthern Light Health Retirement Partnership 403(b) Plan, Total assets ($B): 1.066585695 · Participants: 12015Northern Light Health Retirement Partnership 403(b) PlanJax 403(b) Retirement Plan, Total assets ($B): 0.525518776 · Participants: 2592Jax 403(b) Retirement PlanMainegeneral Health 403(b) Retirement Plan, Total assets ($B): 0.371658055 · Participants: 4570Mainegeneral Health 403(b) Retirement PlanColby College Retirement Plan, Total assets ($B): 0.277945567 · Participants: 916Colby College Retirement Plan
Berwick Academy Defined Contribution Retirement Plan vs. nearby Other plans in Maine, assets vs. participants
Compare Berwick Academy Defined Contribution Retirement Plan side-by-side with 3 peers →

Berwick Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maine, the nearest Other by assets is Somerset Hospital 403(b) Plan in PA ($34M); by covered participants it is Rfe/Rl, Inc. US Retirement Savings Plan in DC (206 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Berwick Academy Defined Contribution Retirement Plan assets move in 2023? ▼
Berwick Academy Defined Contribution Retirement Plan grew at a solid clip - up 13.9% during 2023, from $30M to $34M. Reported net income was $4M.
How have Berwick Academy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berwick Academy's sponsor-wide assets grew 23.1%, from $30M to $36M.
Where does Berwick Academy Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼
Berwick Academy Defined Contribution Retirement Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Berwick Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Somerset Hospital 403(b) Plan in PA ($34M, 665 participants).
Which Other plans cover a similar participant headcount to Berwick Academy Defined Contribution Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Rfe/Rl, Inc. US Retirement Savings Plan in DC (206 participants, $55M 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 010223755.

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.