401(k) · DOL Form 5500 · 2024
Berkshire Hathaway Specialty Ins 401(k) Plan
Data updated 2026-08-25
- $174M
- Total assets Near avg plan size
- 886
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $196,479
- Avg per participant Above avg balance/head
Official DOL plan name: Berkshire Hathaway Specialty Insurance Company Retirement Pla · Sponsored by Berkshire Hathaway Specialty Ins · Massachusetts · Finance & Insurance
$174M in assets, 886 participants
Berkshire Hathaway Specialty Ins's Berkshire Hathaway Specialty Insurance Company Retirement Pla reported $174M in total assets and 886 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #7,695 in Finance & Insurance (8,549 peers)
Where Berkshire Hathaway Specialty Insurance Company Retirement Pla sits by assets
Berkshire Hathaway Specialty Insurance Company Retirement Pla sits in the top 10% of all filed plans by assets, $174M for 886 participants (~$196,479/participant), up 33.0% in 2024.
- #7,695
- in Finance & Insurance (8,549 peers)
- +33.0%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Berkshire Hathaway Specialty Insurance Company Retirement Pla's outsized position by total assets
Berkshire Hathaway Specialty Insurance Company Retirement Pla vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$174,080,726 Top 6% higher than 94% 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 Hathaway Specialty Insurance Company Retirement Pla among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkshire Hathaway Specialty Insurance Company Retirement Pla sits mid-pack in the medium band (886 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berkshire Hathaway Specialty Insurance Company Retirement Pla reported net income rose from $32M in the plan year 2023 filing to $43M in the plan year 2024 filing.
- Berkshire Hathaway Specialty Insurance Company Retirement Pla end-of-year assets rose from $131M in the plan year 2023 filing to $174M in the plan year 2024 filing.
- Berkshire Hathaway Specialty Insurance Company Retirement Pla reported participants rose from 768 in the plan year 2023 filing to 886 in the plan year 2024 filing.
DOL schedule card
Filing strip 630202590 · Berkshire Hathaway Specialty Ins PY 2024 · 401(k)
Berkshire Hathaway Specialty Insurance Company Retirement Pla · $174M · 886 · 94th
- PHOTO $174M
- IND 886
- EOY 94th
- 5500 401(k)
- ASSETS near Ziply Fiber 401(k) Plan
- PCT ind #7695
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Berkshire Hathaway Specialty Insurance Company Retirement Pla in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $174M |
| Net Income | $43M |
| Employer EIN | 630202590 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berkshire Hathaway Specialty Ins)
Sponsor-wide plan assets over time
All Berkshire Hathaway Specialty Ins plans reported in each filing year
- Latest sponsor-wide plan assets
- $174M 75.57016141878333% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 669 | $99M |
| 2023 | 1 | 768 | $131M |
| 2024 | 1 | 886 | $174M |
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 Hathaway Specialty Insurance Company Retirement Pla's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Ziply Fiber 401(k) Plan in WA ($174M); by covered participants it is Genedx Holdings Corp. 401(k) Plan in CT (886 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($174M here).
- Ziply Fiber 401(k) Plan (WA) $174M · 1,589
- Thiele Kaolin Company Retirement Savings Plan (GA) $174M · 567
- The Motley Fool Holdings, Inc. 401(k) Plan (VA) $174M · 479
- Oclc Matching Thrift Plan (OH) $174M · 863
Similar participant headcount
Nearest other-state filings by covered participants (886 participants); asset peers above are excluded.
- Genedx Holdings Corp. 401(k) Plan (CT) 886 · 0 off
- Oakley Transportation Group 401(k) Plan (FL) 886 · 0 off
- German American Bancorp, Inc. 401(k) Savings Plan (IN) 886 · 0 off
- Wounded Warrior Project 401(k) Plan (FL) 886 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.