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
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
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.
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
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $399K |
| Employer EIN | 042542001 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING 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
| 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.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (135 participants); asset peers above are excluded.
- Seattle Humane Society 403(b) Retirement Plan (WA) 135 · 0 off
- Tgs Management Company LLC Profit Sharing Plan (NJ) 135 · 0 off
- Defined Contribution Pension Plan for Employees of Presbyterian Manor (TX) 135 · 0 off
- Northeast Ohio Neighborhood Health Services, Inc. Profit Sharing Plan (OH) 135 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.