401(k) · DOL Form 5500 · 2024
Berkshire Lockshop, Inc. 401(k) Plan
Data updated 2026-08-25
- $8K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $3,960
- Avg per participant Low balance/head
Official DOL plan name: Berkshire Lockshop, Inc. 401(k) Plan · Sponsored by Berkshire Lockshop, Inc. · Massachusetts · Other Services
$8K in assets, 2 participants
Berkshire Lockshop, Inc.'s Berkshire Lockshop, Inc. 401(k) Plan reported $8K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.
- #206 in Other Services (7,719 peers)
Berkshire Lockshop, Inc. multi-year trail
Berkshire Lockshop, Inc.'s plans moved -89.1% in assets from 2022 to 2024; this filing shows Berkshire Lockshop, Inc. 401(k) Plan at $8K / 2 participants.
- #206
- in Other Services (7,719 peers)
- -77.7%
- assets change YoY
The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Berkshire Lockshop, Inc. 401(k) Plan among the smaller filed plans by assets
Berkshire Lockshop, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,919 1st percentile higher than 1% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Berkshire Lockshop, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkshire Lockshop, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berkshire Lockshop, Inc. 401(k) Plan end-of-year assets fell from $36K in the plan year 2023 filing to $8K in the plan year 2024 filing.
- Berkshire Lockshop, Inc. 401(k) Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Berkshire Lockshop, Inc. 401(k) Plan reported net income rose from -$37K in the plan year 2023 filing to -$28K in the plan year 2024 filing.
DOL schedule card
Filing strip 455130291 · Berkshire Lockshop, Inc. PY 2024 · 401(k)
Berkshire Lockshop, Inc. 401(k) Plan · $8K · 2 · 1st
- EOY $8K
- EOY 2
- EOY 1st
- EOY 401(k)
- EOY near Orchard Therapeutics 401(k) Plan
- EOY ind #206
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 Other Services retirement plans → · Plans in Massachusetts →
Berkshire Lockshop, Inc. 401(k) Plan in the asset neighbourhood
Berkshire Lockshop, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Berkshire Lockshop, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8K 89.0787477589298% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $73K |
| 2023 | 1 | 3 | $36K |
| 2024 | 1 | 2 | $8K |
Berkshire Lockshop, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $36K |
|---|---|
| Net Assets (End of Year) | $8K |
| Net Income | -$28K |
| Employer EIN | 455130291 |
| Plan Effective Date | 2012-04-25 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Berkshire Lockshop, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Orchard Therapeutics 401(k) Plan in CA ($8K); by covered participants it is Frozen Smiles Retirement Plan in TN (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
- Premier Martial Arts 401(k) Trust (CA) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.