401(k) · DOL Form 5500 · 2024

Berkshire Corporation 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
142
Participants Small participant base
64th
Percentile by assets National rank
$102,917
Avg per participant Below avg balance/head
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Official DOL plan name: Berkshire Corporation 401(k) Savings Plan · Sponsored by Berkshire Corporation · Massachusetts · Manufacturing

$15M in assets, 142 participants

Berkshire Corporation's Berkshire Corporation 401(k) Savings Plan reported $15M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,195 in Manufacturing (17,777 peers)

Coverage in Massachusetts

Berkshire Corporation 401(k) Savings Plan covers 142 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#9,195
in Manufacturing (17,777 peers)
+10.2%
assets growth YoY

Berkshire Corporation 401(k) Savings Plan's mid-pack asset rank among Manufacturing and all filers

Berkshire Corporation 401(k) Savings Plan vs every filed plan by assets

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

$14,614,177 Top 36% higher than 64% 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

Berkshire Corporation 401(k) Savings 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. Berkshire Corporation 401(k) Savings Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berkshire Corporation 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Berkshire Corporation 401(k) Savings Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Berkshire Corporation 401(k) Savings Plan reported participants rose from 130 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042427154 · Berkshire Corporation PY 2024 · 401(k)

Berkshire Corporation 401(k) Savings Plan · $15M · 142 · 64th

  • PCT $15M
  • EIN 142
  • RANK 64th
  • PHOTO 401(k)
  • IND near Northwest Medical Homes, LLC Employee Savings Plan
  • EOY ind #9195

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 Manufacturing retirement plans → · Plans in Massachusetts →

Berkshire Corporation 401(k) Savings Plan in the asset neighbourhood

The Community Development Trust 401(k) PlanThe Community Development Tr…$15MBerkshire Corporation 401(k) Savings PlanBerkshire Corporation 401(k)…$15MNorthwest Medical Homes, LLC Employee Savings PlanNorthwest Medical Homes, LLC…$15MDon Jacobs Organization Retirement PlanDon Jacobs Organization Reti…$15MForum One Communications 401(k) PlanForum One Communications 401…$15M
End-of-year total assets ($M) among Berkshire Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN042427154
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire Corporation)

Sponsor-wide plan assets over time

All Berkshire Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$15M 30.99927554172573% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.2M $14.6M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 128 $11M
2023 1 130 $13M
2024 1 142 $15M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Berkshire Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Berkshire Corporation 401(k) Savings Plan, Total assets ($B): 0.014614177 · Participants: 142Berkshire Corporation 401(k) Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Berkshire Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Berkshire Corporation 401(k) Savings Plan side-by-side with 3 peers →

Berkshire Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Northwest Medical Homes, LLC Employee Savings Plan in OR ($15M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.

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 Berkshire Corporation 401(k) Savings Plan assets move in 2024? ▼
Berkshire Corporation 401(k) Savings Plan grew at a solid clip - up 10.2% during 2024, from $13M to $15M. Reported net income was $1M.
How have Berkshire Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkshire Corporation's sponsor-wide assets grew 31.0%, from $11M to $15M.
Which 401(k) plans are similar in size to Berkshire Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northwest Medical Homes, LLC Employee Savings Plan in OR ($15M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Berkshire Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants, $19M in assets).

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 042427154.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.