401(k) · DOL Form 5500 · 2024

Berkshire Systems Group, Inc 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
135
Participants Small participant base
70th
Percentile by assets National rank
$145,441
Avg per participant Above avg balance/head
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Official DOL plan name: Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Berkshire Systems Group, Inc · Pennsylvania · Administrative & Support Services

$20M in assets, 135 participants

Berkshire Systems Group, Inc's Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan reported $20M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,671 in Administrative & Support Services (4,368 peers)

Coverage in Pennsylvania

Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan covers 135 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $20M.

#3,671
in Administrative & Support Services (4,368 peers)
+0.0%
assets growth YoY

Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$19,634,501 Top 30% higher than 70% 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 Systems Group, Inc. 401(k) Profit Sharing 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 Systems Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $7K in the plan year 2024 filing.
  • Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 129 in the plan year 2023 filing to 135 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 232218930 · Berkshire Systems Group, Inc PY 2024 · 401(k)

Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan · $20M · 135 · 70th

  • TYPE $20M
  • NET 135
  • BOOK 70th
  • VS-ST 401(k)
  • BOY near Reineke Family Dealerships, Inc. 401(k) Plan
  • SCH ind #3671

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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →

Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Reineke Family Dealerships, Inc. 401(k) PlanReineke Family Dealerships, …$20MRbr Technologies, Inc. 401(k) Profit Sharing PlanRbr Technologies, Inc. 401(k…$20MBerkshire Systems Group, Inc. 401(k) Profit Sharing PlanBerkshire Systems Group, Inc…$20MFisher & Paykel Appliances USA Holdings Inc. Retirement Savings PlanFisher & Paykel Appliances U…$20MNew Albany Company 401(k) PlanNew Albany Company 401(k) Pl…$20M
End-of-year total assets ($M) among Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$20M
Net Income$7K
Employer EIN232218930
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire Systems Group, Inc)

Sponsor-wide plan assets over time

All Berkshire Systems Group, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$20M 14.41547502946266% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $17.2M $19.6M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 130 $17M
2023 1 129 $20M
2024 1 135 $20M

Nearby 401(k) Plans in Pennsylvania

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

Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.019634501 · Participants: 135Berkshire Systems Group, Inc. 401(k) Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Reineke Family Dealerships, Inc. 401(k) Plan in OH ($20M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Systems Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan held essentially flat - up 0.0% during 2024, from $20M to $20M. Reported net income was $7K.
How have Berkshire Systems Group, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkshire Systems Group, Inc's sponsor-wide assets grew 14.4%, from $17M to $20M.
Which 401(k) plans are similar in size to Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reineke Family Dealerships, Inc. 401(k) Plan in OH ($20M, 398 participants).
Which 401(k) plans cover a similar participant headcount to Berkshire Systems Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 participants, N/A 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 232218930.

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.