401(k) · DOL Form 5500 · 2024

Berkshire Hathaway Specialty Ins 401(k) Plan

Data updated 2026-08-11

$174M
Total assets: 886
Participants: 94th
Percentile by assets: $196,479
Avg per participant

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.

94th percentile by assets (of 123,622 plans)
#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.

$174M
total plan assets (2024 EOY): 886
covered participants: 94th
percentile by assets (of 123,622 plans): $196,479
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Finance & Insurance

Berkshire Hathaway Specialty Insurance Company Retirement Pla vs the 2024 asset distribution

By assets, Berkshire Hathaway Specialty Insurance Company Retirement Pla outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

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)

Total plan assets by year, all Berkshire Hathaway Specialty Ins plans on file

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.

Berkshire Hathaway Specialty Insurance Company Retirement Pla vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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

Compare Berkshire Hathaway Specialty Insurance C… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Berkshire Hathaway Specialty Insurance Company Retirement Pla by total assets, not by location.

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

Frequently Asked Questions

How did Berkshire Hathaway Specialty Insurance Company Retirement Pla assets move in 2024? ▼

Berkshire Hathaway Specialty Insurance Company Retirement Pla surged - up 33.0% during 2024, from $131M to $174M. Reported net income was $43M.

How have Berkshire Hathaway Specialty Ins plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Berkshire Hathaway Specialty Ins's sponsor-wide assets grew 75.6%, from $99M to $174M.

Where does Berkshire Hathaway Specialty Insurance Company Retirement Pla rank by assets among Form 5500 filers? ▼

Berkshire Hathaway Specialty Insurance Company Retirement Pla ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Berkshire Hathaway Specialty Insurance Company Retirement Pla? ▼

Among 401(k) plans in other states, the closest by assets is Ziply Fiber 401(k) Plan in WA ($174M, 1,589 participants).

Next read for Berkshire Hathaway Specialty Insurance C…

Scale reading

Ways to act on Berkshire Hathaway Specialty Insurance Company Retirement Pla's numbers.

By total assets, Berkshire Hathaway Specialty Insurance Company Retirement Pla ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Berkshire Hathaway Specialty Ins's sponsor-wide assets have grown 75.6% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630202590.