Other · DOL Form 5500 · 2024

Berwick Academy Retirement Plan

Data updated 2026-08-11

$36M
Total assets: 246
Participants: 80th
Percentile by assets: $147,858
Avg per participant

Official DOL plan name: Berwick Academy Defined Contribution Retirement Plan · Sponsored by Berwick Academy · Maine · Educational Services

$36M in assets, 246 participants

Berwick Academy's Berwick Academy Defined Contribution Retirement Plan reported $36M in total assets and 246 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

80th percentile by assets (of 123,622 plans)
#2,394 in Educational Services (3,638 peers)

Where Berwick Academy Defined Contribution Retirement Plan sits by assets

Berwick Academy Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $36M for 246 participants (~$147,858/participant), up 8.1% in 2024.

$36M
total plan assets (2024 EOY): 246
covered participants: 80th
percentile by assets (of 123,622 plans): $147,858
avg assets per participant

Berwick Academy Defined Contribution Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Berwick Academy Defined Contribution Retirement Plan reported participants rose from 206 in the plan year 2023 filing to 246 in the plan year 2024 filing.
Berwick Academy Defined Contribution Retirement Plan end-of-year assets rose from $34M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Maine

Industry

Educational Services

Berwick Academy Defined Contribution Retirement Plan vs the 2024 asset distribution

By assets, Berwick Academy Defined Contribution Retirement Plan outranks 80% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$34M
Net Assets (End of Year)	$36M
Net Income	$3M
Employer EIN	010223755
Plan Effective Date	1960-09-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Berwick Academy)

Total plan assets by year, all Berwick Academy plans on file

Year	Plans	Participants	Total Assets
2022	1	204	$30M
2023	1	206	$34M
2024	1	246	$36M

Nearby Other Plans in Maine

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

Berwick Academy Defined Contribution Retirement Plan vs. nearby Other plans in Maine, assets vs. participants

Mainehealth 403(b) Retirement Plan $2.5B · 22,911
Northern Light Health Retirement Partnership 403(b) Plan $1.2B · 10,712
Jax 403(b) Retirement Plan $603M · 2,735
Mainegeneral Health 403(b) Retirement Plan $414M · 4,718
Colby College Retirement Plan $297M · 978

Compare Berwick Academy Defined Contribution Ret… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Berwick Academy Defined Contribution Retirement Plan by total assets, not by location.

The Children's Hospital of Philadelphia Retirement Savings Plan for Union-Represented Employees (PA) $36M · 1,502
University Clinical, Education and Research Associates Defined Contribution Retirement Plan (HI) $36M · 307
Sequoia Living Inc. 403(b) Plan (CA) $36M · 483
Primary Health Network Retirement Savings Plan (PA) $36M · 643

Frequently Asked Questions

How did Berwick Academy Defined Contribution Retirement Plan assets move in 2024? ▼

Berwick Academy Defined Contribution Retirement Plan grew at a solid clip - up 8.1% during 2024, from $34M to $36M. Reported net income was $3M.

How have Berwick Academy plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Berwick Academy's sponsor-wide assets grew 23.1%, from $30M to $36M.

Where does Berwick Academy Defined Contribution Retirement Plan rank by assets among Form 5500 filers? ▼

Berwick Academy Defined Contribution Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Other plans are similar in size to Berwick Academy Defined Contribution Retirement Plan? ▼

Among Other plans in other states, the closest by assets is The Children's Hospital of Philadelphia Retirement Savings Plan for Union-Represented Employees in PA ($36M, 1,502 participants).

Next read for Berwick Academy Defined Contribution Ret…

Scale reading

Ways to act on Berwick Academy Defined Contribution Retirement Plan's numbers.

By total assets, Berwick Academy Defined Contribution Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Maine. Compare plans
Berwick Academy's sponsor-wide assets have grown 23.1% since 2022 across 3 plan years on file. More Educational Services plans

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 010223755.