Other · DOL Form 5500 · 2024

Berkshire Farm Center 403(b) Plan Retirement Plan

Data updated 2026-08-11

$8M
Total assets
306
Participants
51st
Percentile by assets
$26,751
Avg per participant
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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

$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.

  • 51st percentile by assets (of 123,622 plans)
  • #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.

$8M
total plan assets (2024 EOY)
306
covered participants
51st
percentile by assets (of 123,622 plans)
$26,751
avg assets per participant

Where 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth sits by total assets

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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth reports 306 participants - about 38% of that state average ($8M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN141368125
Plan Effective Date2012-07-01
Filing StatusFILING RECEIVED

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

$70M$80M$90M$100M 202220232024 $72.3M $92.5M ▲ +27.9%
Total plan assets by year, all Berkshire Farm Center 403(b) Plan plans on file
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 ($B) Participants 403(b) Thrift Plan o…, Total assets ($B): 0.008185835 · Participants: 306403(b) Thrift Plan o…Northwell Health 403…, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403…The Mount Sinai Medi…, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medi…University of Roches…, Total assets ($B): 8.002376506 · Participants: 30335University of Roches…Memorial Sloan Kette…, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kette…Retirement Plan for …, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for …
403(b) Thrift Plan of Berkshire Farm Center & Services for Youth vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth by total assets, not by location.

Frequently Asked Questions

How did 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth assets move in 2024?
403(b) Thrift Plan of Berkshire Farm Center & Services for Youth grew at a solid clip - up 14.0% during 2024, from $7M to $8M. Reported net income was $1M.
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 Planned Parenthood Southeastern Pennsylvania Employees Savings and Retirement Plan in PA ($8M, 185 participants).

Next read for 403(b) Thrift Plan of Berkshire Farm Cen…

Filing takeaways

Ways to act on 403(b) Thrift Plan of Berkshire Farm Center & Services for Youth's numbers.