Other · DOL Form 5500 · 2024

Berkshire School, Inc. Retirement Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
178
Participants Small participant base
87th
Percentile by assets National rank
$370,232
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tiaa-Cref Retirement Plan for All Employees of Berkshire School · Sponsored by Berkshire School, Inc. · Massachusetts · Educational Services

$66M in assets, 178 participants

Berkshire School, Inc.'s Tiaa-Cref Retirement Plan for All Employees of Berkshire School reported $66M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #2,788 in Educational Services (3,638 peers)

Coverage in Massachusetts

Tiaa-Cref Retirement Plan for All Employees of Berkshire School covers 178 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $66M.

#2,788
in Educational Services (3,638 peers)
+7.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Tiaa-Cref Retirement Plan for All Employees of Berkshire School's outsized position by total assets

Tiaa-Cref Retirement Plan for All Employees of Berkshire School vs every filed plan by assets

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

$65,901,321 Top 13% higher than 87% 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

Tiaa-Cref Retirement Plan for All Employees of Berkshire School 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. Tiaa-Cref Retirement Plan for All Employees of Berkshire School sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tiaa-Cref Retirement Plan for All Employees of Berkshire School reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Tiaa-Cref Retirement Plan for All Employees of Berkshire School end-of-year assets rose from $61M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Tiaa-Cref Retirement Plan for All Employees of Berkshire School reported participants fell from 185 in the plan year 2023 filing to 178 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042121313 · Berkshire School, Inc. PY 2024 · Other

Tiaa-Cref Retirement Plan for All Employees of Berkshire School · $66M · 178 · 87th

  • 5500 $66M
  • ASSETS 178
  • PCT 87th
  • EIN Other
  • RANK near American Academy of Dermatology 403b Plan
  • PHOTO ind #2788

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 Educational Services retirement plans → · Plans in Massachusetts →

Tiaa-Cref Retirement Plan for All Employees of Berkshire School in the asset neighbourhood

The Conservation Fund Retirement Savings PlanThe Conservation Fund Retire…$66MThe American School in London Foundation 403(b) Retirement PlanThe American School in Londo…$66MSt. Xavier High School Defined Contribution Retirement PlanSt. Xavier High School Defin…$66MAmerican Academy of Dermatology 403b PlanAmerican Academy of Dermatol…$66MTiaa-Cref Retirement Plan for All Employees of Berkshire SchoolTiaa-Cref Retirement Plan fo…$66M
End-of-year total assets ($M) among Tiaa-Cref Retirement Plan for All Employees of Berkshire School and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$66M
Net Income$5M
Employer EIN042121313
Plan Effective Date1952-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire School, Inc.)

Sponsor-wide plan assets over time

All Berkshire School, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 20.57904777030207% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.7M $65.9M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 179 $55M
2023 1 185 $61M
2024 1 178 $66M

Nearby Other Plans in Massachusetts

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

Tiaa-Cref Retirement Plan for All Employees of Berkshire School vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants Tiaa-Cref Retirement Plan for All Employees of Berkshire School, Total assets ($B): 0.065901321 · Participants: 178Tiaa-Cref Retirement Plan for All Employees of Berkshire SchoolHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
Tiaa-Cref Retirement Plan for All Employees of Berkshire School vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Tiaa-Cref Retirement Plan for All Employees of Berkshire School side-by-side with 3 peers →

Tiaa-Cref Retirement Plan for All Employees of Berkshire School's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is American Academy of Dermatology 403b Plan in IL ($66M); by covered participants it is Louisiana Horsemens Pension Plan in LA (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Tiaa-Cref Retirement Plan for All Employees of Berkshire School assets move in 2024? ▼
Tiaa-Cref Retirement Plan for All Employees of Berkshire School grew at a solid clip - up 7.7% during 2024, from $61M to $66M. Reported net income was $5M.
How have Berkshire School, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkshire School, Inc.'s sponsor-wide assets grew 20.6%, from $55M to $66M.
Where does Tiaa-Cref Retirement Plan for All Employees of Berkshire School rank by assets among Form 5500 filers? ▼
Tiaa-Cref Retirement Plan for All Employees of Berkshire School ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Tiaa-Cref Retirement Plan for All Employees of Berkshire School? ▼
Among Other plans in other states, the closest by assets is American Academy of Dermatology 403b Plan in IL ($66M, 195 participants).
Which Other plans cover a similar participant headcount to Tiaa-Cref Retirement Plan for All Employees of Berkshire School? ▼
Among Other plans in other states, the closest by covered participants is Louisiana Horsemens Pension Plan in LA (178 participants, $4M 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 042121313.

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.