Other · DOL Form 5500 · 2024
Berkshire Farm Center 403(b) Plan Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 306
- Participants Below avg headcount
- 51st
- Percentile by assets National rank
- $26,751
- Avg per participant Low balance/head
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
$8M in assets, 306 participants
Berkshire Farm Center 403(b) Plan's 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth reported $8M in total assets and 306 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #9,559 in Healthcare & Social Assistance (16,916 peers)
Coverage in New York
403(b) Thrift Plan of Berkshire Farm Center & Services for Youth covers 306 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $8M.
- #9,559
- in Healthcare & Social Assistance (16,916 peers)
- +14.0%
- 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 2024 · DOL Form 5500
$8,185,835 Top 49% higher than 51% 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
403(b) Thrift Plan of Berkshire Farm Center & Services for Youth 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. 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth sits mid-pack in the medium band (306 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth reported participants rose from 268 in the plan year 2023 filing to 306 in the plan year 2024 filing.
- 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
DOL schedule card
Filing strip 141368125 · Berkshire Farm Center 403(b) Plan PY 2024 · Other
403(b) Thrift Plan of Berkshire Farm Center & Services for Youth · $8M · 306 · 51st
- BOY $8M
- SCH 306
- EBSA 51st
- PART Other
- TYPE near Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan
- NET ind #9559
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
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 141368125 |
| Plan Effective Date | 2012-07-01 |
| Filing Status | FILING 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
| 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.
- Northwell Health 403(b) Plan $10.9B · 44,511
- The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
- University of Rochester Retirement Program $8.0B · 30,335
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
- Retirement Plan for Officers of Columbia University $5.6B · 14,399
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 Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan in PA ($8M); by covered participants it is Westminster Christian Academy Retirement Plan in MO (306 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan (PA) $8M · 185
- The Logan School for Creative Learning Defined Contribution Retirement Plan (CO) $8M · 56
- The 403(b) Retirement Plan for Employees of Peninsula Behavioral Health (WA) $8M · 133
- Ncphs Tax Sheltered Annuity Plan (CA) $8M · 34
Similar participant headcount
Nearest other-state filings by covered participants (306 participants); asset peers above are excluded.
- Westminster Christian Academy Retirement Plan (MO) 306 · 0 off
- El Valor Corporation 401(k) Savings Plan (IL) 306 · 0 off
- Gti Supplemental Retirement Annuity Plan (IL) 306 · 0 off
- Genesis Primecare 403b Plan (TX) 306 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.