401(k) · DOL Form 5500 · 2024
Bg-Ic, LLC 401(k) Plan
Data updated 2026-08-25
- $110M
- Total assets Near avg plan size
- 917
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $120,347
- Avg per participant Near avg balance/head
Official DOL plan name: Berkshire Group 401(k) Plan · Sponsored by Bg-Ic, LLC · Massachusetts · Real Estate
$110M in assets, 917 participants
Bg-Ic, LLC's Berkshire Group 401(k) Plan reported $110M in total assets and 917 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #4,479 in Real Estate (4,605 peers)
Where Berkshire Group 401(k) Plan sits by assets
Berkshire Group 401(k) Plan sits in the top 10% of all filed plans by assets, $110M for 917 participants (~$120,347/participant), up 20.1% in 2024.
- #4,479
- in Real Estate (4,605 peers)
- +20.1%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Berkshire Group 401(k) Plan's outsized position by total assets
Berkshire Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$110,358,617 Top 9% higher than 91% 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
Berkshire Group 401(k) 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 Group 401(k) Plan sits mid-pack in the medium band (917 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berkshire Group 401(k) Plan end-of-year assets rose from $92M in the plan year 2023 filing to $110M in the plan year 2024 filing.
- Berkshire Group 401(k) Plan reported participants rose from 821 in the plan year 2023 filing to 917 in the plan year 2024 filing.
- Berkshire Group 401(k) Plan reported net income fell from $20M in the plan year 2023 filing to $18M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 161758404 · Bg-Ic, LLC PY 2024 · 401(k)
Berkshire Group 401(k) Plan · $110M · 917 · 91st
- VS-ST $110M
- BOY 917
- SCH 91st
- EBSA 401(k)
- PART near Ncino, Inc. 401(k) Plan
- TYPE ind #4479
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 Real Estate retirement plans → · Plans in Massachusetts →
Berkshire Group 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $110M |
| Net Income | $18M |
| Employer EIN | 161758404 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bg-Ic, LLC)
Sponsor-wide plan assets over time
All Bg-Ic, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $110M 53.23677305416158% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 699 | $72M |
| 2023 | 1 | 821 | $92M |
| 2024 | 1 | 917 | $110M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Berkshire Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Ncino, Inc. 401(k) Plan in NC ($110M); by covered participants it is Wesley Enhanced Living Retirement Plan in PA (917 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($110M here).
- Ncino, Inc. 401(k) Plan (NC) $110M · 1,345
- Rs Americas, Inc. 401(k) (TX) $110M · 943
- The Howard Hughes Corporation 401(k) Plan (TX) $110M · 649
- Wilson & Company 401(k) Plan (NM) $110M · 676
Similar participant headcount
Nearest other-state filings by covered participants (917 participants); asset peers above are excluded.
- Wesley Enhanced Living Retirement Plan (PA) 917 · 0 off
- Price Industries, Inc. 401(k) Plan (GA) 917 · 0 off
- Shoptikal 401(k) Plan (WI) 917 · 0 off
- Kolbe & Kolbe Millwork Co., Inc. Retirement Savings Plan (WI) 917 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.