Other · DOL Form 5500 · 2023

Berkshire Farm Center 403(b) Plan Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
268
Participants Below avg headcount
52nd
Percentile by assets National rank
$26,805
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth · Sponsored by Berkshire Farm Center 403(b) Plan · New York · Healthcare & Social Assistance

$7M in assets, 268 participants

Berkshire Farm Center 403(b) Plan's 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth reported $7M in total assets and 268 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,063 in Healthcare & Social Assistance (17,684 peers)

Coverage in New York

403(b) Thrift Plan of Berkshire Farm Center & Services for Youth covers 268 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $7M.

#10,063
in Healthcare & Social Assistance (17,684 peers)
+31.4%
assets growth YoY

403(b) Thrift Plan of Berkshire Farm Center & Services for Youth's mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Berkshire Farm Center & Services for Youth vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,183,662 Top 48% higher than 52% of 127,068 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 2023

403(b) Thrift Plan of Berkshire Farm Center & Services for Youth among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth reported participants rose from 261 in the plan year 2022 filing to 268 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 141368125 · Berkshire Farm Center 403(b) Plan PY 2023 · Other

403(b) Thrift Plan of Berkshire Farm Center & Services for Youth · $7M · 268 · 52nd

  • PHOTO $7M
  • PHOTO 268
  • PHOTO 52nd
  • PHOTO Other
  • PHOTO near 403(b) Thift Plan of the Arc Gloucester
  • PHOTO ind #10063

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

403(b) Thrift Plan of Berkshire Farm Center & Services for Youth in the asset neighbourhood

403(b) Thrift Plan for Murtis Taylor Human Services System403(b) Thrift Plan for Murti…$7MLawyers Committee for Civil Rights Under Law 403(b) PlanLawyers Committee for Civil …$7M403(b) Thrift Plan of Berkshire Farm Center & Services for Youth403(b) Thrift Plan of Berksh…$7M403(b) Thift Plan of the Arc Gloucester403(b) Thift Plan of the Arc…$7MSt. Andrews on the Marsh, Inc 403(b) DC PlanSt. Andrews on the Marsh, In…$7M
End-of-year total assets ($M) among 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN141368125
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire Farm Center 403(b) Plan)

Sponsor-wide plan assets over time

All Berkshire Farm Center 403(b) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$92M 27.924866436781752% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $72.3M $92.5M ▲ +27.9%
Year Plans Participants Total Assets
2022 2 306 $72M
2023 2 308 $85M
2024 2 345 $92M

Nearby Other Plans in New York

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

403(b) Thrift Plan of Berkshire Farm Center & Services for Youth vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth, Total assets ($B): 0.007183662 · Participants: 268403(b) Thrift Plan of Berkshire Farm Center & Services for YouthNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
403(b) Thrift Plan of Berkshire Farm Center & Services for Youth vs. nearby Other plans in New York, assets vs. participants

403(b) Thrift Plan of Berkshire Farm Center & Services for Youth's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is 403(b) Thift Plan of the Arc Gloucester in NJ ($7M); by covered participants it is Sacramento Children's Home, Inc. 403(b) Plan in CA (268 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (268 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth assets move in 2023?
403(b) Thrift Plan of Berkshire Farm Center & Services for Youth surged - up 31.4% during 2023, from $5M to $7M. Reported net income was $2M.
How have Berkshire Farm Center 403(b) Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Berkshire Farm Center 403(b) Plan's sponsor-wide assets grew 27.9%, from $72M to $92M.
Which Other plans are similar in size to 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth?
Among Other plans in other states, the closest by assets is 403(b) Thift Plan of the Arc Gloucester in NJ ($7M, 211 participants).
Which Other plans cover a similar participant headcount to 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth?
Among Other plans in other states, the closest by covered participants is Sacramento Children's Home, Inc. 403(b) Plan in CA (268 participants, $11M in assets).