401(k) · DOL Form 5500 · 2024
Bg-Ic, LLC 401(k) Plan
Data updated 2026-08-11
- $110M
- Total assets
- 917
- Participants
- 91st
- Percentile by assets
- $120,347
- Avg per participant
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.
- 91st percentile by assets (of 123,622 plans)
- #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.
- $110M
- total plan assets (2024 EOY)
- 917
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $120,347
- avg assets per participant
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.
Berkshire Group 401(k) Plan vs the 2024 asset distribution
By assets, Berkshire Group 401(k) Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).
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)
| 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.
Berkshire Group 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Berkshire Group 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Berkshire Group 401(k) Plan assets move in 2024? ▼
How have Bg-Ic, LLC plan assets changed over time? ▼
Where does Berkshire Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Berkshire Group 401(k) Plan? ▼
Next read for Berkshire Group 401(k) Plan
Scale reading
Ways to act on Berkshire Group 401(k) Plan's numbers.
- By total assets, Berkshire Group 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Bg-Ic, LLC's sponsor-wide assets have grown 53.2% since 2022 across 3 plan years on file. More Real Estate plans