Other · DOL Form 5500 · 2024
Berwick Academy Retirement Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 246
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $147,858
- Avg per participant Above avg balance/head
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.
- #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.
- #2,394
- in Educational Services (3,638 peers)
- +8.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Berwick Academy Defined Contribution Retirement Plan's outsized position by total assets
Berwick Academy Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,373,033 Top 20% higher than 80% 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
Berwick Academy Defined Contribution Retirement 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. Berwick Academy Defined Contribution Retirement Plan sits mid-pack in the medium band (246 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 010223755 · Berwick Academy PY 2024 · Other
Berwick Academy Defined Contribution Retirement Plan · $36M · 246 · 80th
- VS-ST $36M
- VS-ST 246
- VS-ST 80th
- VS-ST Other
- VS-ST near The Children's Hospital of Philadelphia Retirement Savings Plan for Union-Represented Employees
- VS-ST ind #2394
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 Educational Services retirement plans → · Plans in Maine →
Berwick Academy Defined Contribution Retirement Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Berwick Academy plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 23.094918099633862% vs 2022
- 2024 filing year
| 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.
- 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
Berwick Academy Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Maine, the nearest Other by assets is The Children's Hospital of Philadelphia Retirement Savings Plan for Union-Represented Employees in PA ($36M); by covered participants it is California Science Center Foundation Defined Contribution Retirement Plan in CA (246 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (246 participants); asset peers above are excluded.
- California Science Center Foundation Defined Contribution Retirement Plan (CA) 246 · 0 off
- California Science Center Foundation 403(b) Tda Plan (CA) 246 · 0 off
- 403(b) Thrift Plan for Goodwill Industries of the Valleys, Inc. (VA) 246 · 0 off
- Employee Benefit Plan of Mobridge Regional Hospital (SD) 246 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.