Profit Sharing · DOL Form 5500 · 2024

Elder Services of Berkshire County, Inc. Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
135
Participants Small participant base
41st
Percentile by assets National rank
$35,446
Avg per participant Low balance/head
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Official DOL plan name: Elder Services of Berkshire County 403(b) Plan · Sponsored by Elder Services of Berkshire County, Inc. · Massachusetts · Healthcare & Social Assistance

$5M in assets, 135 participants

Elder Services of Berkshire County, Inc.'s Elder Services of Berkshire County 403(b) Plan reported $5M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,453 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Elder Services of Berkshire County 403(b) Plan covers 135 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $5M.

#7,453
in Healthcare & Social Assistance (16,916 peers)
+9.1%
assets growth YoY

Elder Services of Berkshire County 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Elder Services of Berkshire County 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,785,202 41st percentile higher than 41% of 123,620 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 2024

Elder Services of Berkshire County 403(b) Plan 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. Elder Services of Berkshire County 403(b) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Elder Services of Berkshire County 403(b) Plan reported net income fell from $612K in the plan year 2023 filing to $399K in the plan year 2024 filing.
  • Elder Services of Berkshire County 403(b) Plan reported participants rose from 118 in the plan year 2023 filing to 135 in the plan year 2024 filing.
  • Elder Services of Berkshire County 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042542001 · Elder Services of Berkshire County, Inc. PY 2024 · Profit Sharing

Elder Services of Berkshire County 403(b) Plan · $5M · 135 · 41st

  • IND $5M
  • IND 135
  • IND 41st
  • IND Profit Sharing
  • IND near Narieman a. Nik Md Profit Sharing Plan
  • IND ind #7453

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Elder Services of Berkshire County 403(b) Plan in the asset neighbourhood

Elder Services of Berkshire County 403(b) PlanElder Services of Berkshire …$5MNarieman a. Nik Md Profit Sharing PlanNarieman a. Nik Md Profit Sh…$5MJonas Builders, Inc. Money Purchase Pension PlanJonas Builders, Inc. Money P…$5MPhilip N. Chrionis, M.D., a Medical Corporation Retirement PlanPhilip N. Chrionis, M.D., a …$5MProfit Sharing & Health/Disability Plan of L. Joel Kessler, Md, ApcProfit Sharing & Health/Disa…$5M
End-of-year total assets ($M) among Elder Services of Berkshire County 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$399K
Employer EIN042542001
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Elder Services of Berkshire County, Inc.)

Sponsor-wide plan assets over time

All Elder Services of Berkshire County, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 26.796559864395675% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.77M $4.79M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 108 $4M
2023 1 118 $4M
2024 1 135 $5M

Nearby Profit Sharing Plans in Massachusetts

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

Elder Services of Berkshire County 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Elder Services of Berkshire County 403(b) Plan, Total assets ($B): 0.004785202 · Participants: 135Elder Services of Berkshire County 403(b) PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 16.746508173 · Participants: 76559Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.11674253 · Participants: 14037Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.93023844 · Participants: 5518Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.685607607 · Participants: 6385The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.656271721 · Participants: 3065Sheet Metal Workers Local 17 Annuity Income Fund
Elder Services of Berkshire County 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants

Elder Services of Berkshire County 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Narieman a. Nik Md Profit Sharing Plan in MD ($5M); by covered participants it is Seattle Humane Society 403(b) Retirement Plan in WA (135 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Elder Services of Berkshire County 403(b) Plan assets move in 2024?
Elder Services of Berkshire County 403(b) Plan grew at a solid clip - up 9.1% during 2024, from $4M to $5M. Reported net income was $399K.
How have Elder Services of Berkshire County, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Elder Services of Berkshire County, Inc.'s sponsor-wide assets grew 26.8%, from $4M to $5M.
Which Profit Sharing plans are similar in size to Elder Services of Berkshire County 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Narieman a. Nik Md Profit Sharing Plan in MD ($5M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Elder Services of Berkshire County 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Seattle Humane Society 403(b) Retirement Plan in WA (135 participants, $2M in assets).