Profit Sharing · DOL Form 5500 · 2024

Berkshire Family and Individual Resources, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
192
Participants Below avg headcount
35th
Percentile by assets National rank
$16,628
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bfair 403(b) Plan · Sponsored by Berkshire Family and Individual Resources, Inc. · Massachusetts · Retail Trade

$3M in assets, 192 participants

Berkshire Family and Individual Resources, Inc.'s Bfair 403(b) Plan reported $3M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #3,749 in Retail Trade (8,048 peers)

Coverage in Massachusetts

Bfair 403(b) Plan covers 192 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.

#3,749
in Retail Trade (8,048 peers)
+1.0%
assets growth YoY

Bfair 403(b) Plan's mid-pack asset rank among Retail Trade and all filers

Bfair 403(b) Plan vs every filed plan by assets

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

$3,192,567 35th percentile higher than 35% 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

Bfair 403(b) 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. Bfair 403(b) Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bfair 403(b) Plan reported net income fell from $393K in the plan year 2023 filing to $30K in the plan year 2024 filing.
  • Bfair 403(b) Plan reported participants rose from 189 in the plan year 2023 filing to 192 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043246975 · Berkshire Family and Individual Resources, Inc. PY 2024 · Profit Sharing

Bfair 403(b) Plan · $3M · 192 · 35th

  • 5500 $3M
  • 5500 192
  • 5500 35th
  • 5500 Profit Sharing
  • 5500 near Allways Shred, Inc. Profit Sharing Plan
  • 5500 ind #3749

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 Retail Trade retirement plans → · Plans in Massachusetts →

Bfair 403(b) Plan in the asset neighbourhood

Profit Sharing Plan and Trust of Touchstone CompanyProfit Sharing Plan and Trus…$3MBfair 403(b) Plan$3MAllways Shred, Inc. Profit Sharing PlanAllways Shred, Inc. Profit S…$3M401(a) Profit-Sharing Plan for Employees of Palladia, Inc.401(a) Profit-Sharing Plan f…$3MBradley and Bradley Profit Sharing Trust PlanBradley and Bradley Profit S…$3M
End-of-year total assets ($M) among Bfair 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$30K
Employer EIN043246975
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire Family and Individual Resources, Inc.)

Sponsor-wide plan assets over time

All Berkshire Family and Individual Resources, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.304619925303678% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.77M $3.19M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 214 $3M
2023 1 189 $3M
2024 1 192 $3M

Nearby Profit Sharing Plans in Massachusetts

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

Bfair 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Bfair 403(b) Plan, Total assets ($B): 0.003192567 · Participants: 192Bfair 403(b) PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 16.746508173 · Participants: 76559Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.11674253 · Participants: 14037Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.93023844 · Participants: 5518Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.685607607 · Participants: 6385The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.656271721 · Participants: 3065Sheet Metal Workers Local 17 Annuity Income Fund
Bfair 403(b) Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Bfair 403(b) Plan side-by-side with 3 peers →

Bfair 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Allways Shred, Inc. Profit Sharing Plan in NC ($3M); by covered participants it is Eastern Sintered Alloys, Inc. Profit Sharing Plan in PA (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Bfair 403(b) Plan assets move in 2024? ▼
Bfair 403(b) Plan held essentially flat - up 1.0% during 2024, from $3M to $3M. Reported net income was $30K.
How have Berkshire Family and Individual Resources, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkshire Family and Individual Resources, Inc.'s sponsor-wide assets grew 15.3%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Bfair 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Allways Shred, Inc. Profit Sharing Plan in NC ($3M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Bfair 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Eastern Sintered Alloys, Inc. Profit Sharing Plan in PA (192 participants, $7M 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 043246975.

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.