The Berkeley Retirement Home
Plan context: The Berkeley Retirement Home 401K Plan
EIN 04-2104374 • Lawrence, MA • 26 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
28
2024 Assets
$650,816
2024 Contributions
$30,196
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $650,816 | $30,196 | - |
| The Berkeley Retirement Home 401K Plan | - | 0 | $650,816 | $30,196 | - |
| 2023 | 1 | 28 | $619,640 | $25,861 | $924iApproximate average salary by contribution assumption: employee only about $23,090 at 4% or $15,393 at 6%; with 50% employer match about $15,393 at 4% or $10,262 at 6%; with 100% employer match about $11,545 at 4% or $7,697 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 28 | $619,640 | $25,861 | $924iApproximate average salary by contribution assumption: employee only about $23,090 at 4% or $15,393 at 6%; with 50% employer match about $15,393 at 4% or $10,262 at 6%; with 100% employer match about $11,545 at 4% or $7,697 at 6%. |
| 2022 | 1 | 28 | $585,289 | $33,640 | $1,201iApproximate average salary by contribution assumption: employee only about $30,036 at 4% or $20,024 at 6%; with 50% employer match about $20,024 at 4% or $13,349 at 6%; with 100% employer match about $15,018 at 4% or $10,012 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 28 | $585,289 | $33,640 | $1,201iApproximate average salary by contribution assumption: employee only about $30,036 at 4% or $20,024 at 6%; with 50% employer match about $20,024 at 4% or $13,349 at 6%; with 100% employer match about $15,018 at 4% or $10,012 at 6%. |
| 2021 | 1 | 29 | $677,311 | $76,752 | $2,647iApproximate average salary by contribution assumption: employee only about $66,166 at 4% or $44,110 at 6%; with 50% employer match about $44,110 at 4% or $29,407 at 6%; with 100% employer match about $33,083 at 4% or $22,055 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 29 | $677,311 | $76,752 | $2,647iApproximate average salary by contribution assumption: employee only about $66,166 at 4% or $44,110 at 6%; with 50% employer match about $44,110 at 4% or $29,407 at 6%; with 100% employer match about $33,083 at 4% or $22,055 at 6%. |
| 2020 | 1 | 29 | $563,579 | $25,742 | $888iApproximate average salary by contribution assumption: employee only about $22,191 at 4% or $14,794 at 6%; with 50% employer match about $14,794 at 4% or $9,863 at 6%; with 100% employer match about $11,096 at 4% or $7,397 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 29 | $563,579 | $25,742 | $888iApproximate average salary by contribution assumption: employee only about $22,191 at 4% or $14,794 at 6%; with 50% employer match about $14,794 at 4% or $9,863 at 6%; with 100% employer match about $11,096 at 4% or $7,397 at 6%. |
| 2019 | 1 | 31 | $498,399 | $22,532 | $727iApproximate average salary by contribution assumption: employee only about $18,171 at 4% or $12,114 at 6%; with 50% employer match about $12,114 at 4% or $8,076 at 6%; with 100% employer match about $9,085 at 4% or $6,057 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 31 | $498,399 | $22,532 | $727iApproximate average salary by contribution assumption: employee only about $18,171 at 4% or $12,114 at 6%; with 50% employer match about $12,114 at 4% or $8,076 at 6%; with 100% employer match about $9,085 at 4% or $6,057 at 6%. |
| 2018 | 1 | 31 | $419,025 | $35,574 | $1,148iApproximate average salary by contribution assumption: employee only about $28,689 at 4% or $19,126 at 6%; with 50% employer match about $19,126 at 4% or $12,751 at 6%; with 100% employer match about $14,344 at 4% or $9,563 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 31 | $419,025 | $35,574 | $1,148iApproximate average salary by contribution assumption: employee only about $28,689 at 4% or $19,126 at 6%; with 50% employer match about $19,126 at 4% or $12,751 at 6%; with 100% employer match about $14,344 at 4% or $9,563 at 6%. |
| 2017 | 1 | 29 | $420,900 | $14,754 | $509iApproximate average salary by contribution assumption: employee only about $12,719 at 4% or $8,479 at 6%; with 50% employer match about $8,479 at 4% or $5,653 at 6%; with 100% employer match about $6,359 at 4% or $4,240 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 29 | $420,900 | $14,754 | $509iApproximate average salary by contribution assumption: employee only about $12,719 at 4% or $8,479 at 6%; with 50% employer match about $8,479 at 4% or $5,653 at 6%; with 100% employer match about $6,359 at 4% or $4,240 at 6%. |
| 2016 | 1 | 29 | $440,309 | $23,422 | $808iApproximate average salary by contribution assumption: employee only about $20,191 at 4% or $13,461 at 6%; with 50% employer match about $13,461 at 4% or $8,974 at 6%; with 100% employer match about $10,096 at 4% or $6,730 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 29 | $440,309 | $23,422 | $808iApproximate average salary by contribution assumption: employee only about $20,191 at 4% or $13,461 at 6%; with 50% employer match about $13,461 at 4% or $8,974 at 6%; with 100% employer match about $10,096 at 4% or $6,730 at 6%. |
| 2015 | 1 | 28 | $396,875 | $31,029 | $1,108iApproximate average salary by contribution assumption: employee only about $27,704 at 4% or $18,470 at 6%; with 50% employer match about $18,470 at 4% or $12,313 at 6%; with 100% employer match about $13,852 at 4% or $9,235 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 28 | $396,875 | $31,029 | $1,108iApproximate average salary by contribution assumption: employee only about $27,704 at 4% or $18,470 at 6%; with 50% employer match about $18,470 at 4% or $12,313 at 6%; with 100% employer match about $13,852 at 4% or $9,235 at 6%. |
| 2014 | 1 | 32 | $641,721 | $40,650 | $1,270iApproximate average salary by contribution assumption: employee only about $31,758 at 4% or $21,172 at 6%; with 50% employer match about $21,172 at 4% or $14,115 at 6%; with 100% employer match about $15,879 at 4% or $10,586 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 32 | $641,721 | $40,650 | $1,270iApproximate average salary by contribution assumption: employee only about $31,758 at 4% or $21,172 at 6%; with 50% employer match about $21,172 at 4% or $14,115 at 6%; with 100% employer match about $15,879 at 4% or $10,586 at 6%. |
| 2013 | 1 | 35 | $589,669 | $52,357 | $1,496iApproximate average salary by contribution assumption: employee only about $37,398 at 4% or $24,932 at 6%; with 50% employer match about $24,932 at 4% or $16,621 at 6%; with 100% employer match about $18,699 at 4% or $12,466 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 35 | $589,669 | $52,357 | $1,496iApproximate average salary by contribution assumption: employee only about $37,398 at 4% or $24,932 at 6%; with 50% employer match about $24,932 at 4% or $16,621 at 6%; with 100% employer match about $18,699 at 4% or $12,466 at 6%. |
| 2012 | 1 | 37 | $471,978 | $70,634 | $1,909iApproximate average salary by contribution assumption: employee only about $47,726 at 4% or $31,817 at 6%; with 50% employer match about $31,817 at 4% or $21,211 at 6%; with 100% employer match about $23,863 at 4% or $15,909 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 37 | $471,978 | $70,634 | $1,909iApproximate average salary by contribution assumption: employee only about $47,726 at 4% or $31,817 at 6%; with 50% employer match about $31,817 at 4% or $21,211 at 6%; with 100% employer match about $23,863 at 4% or $15,909 at 6%. |
| 2011 | 1 | 35 | $468,529 | $74,635 | $2,132iApproximate average salary by contribution assumption: employee only about $53,311 at 4% or $35,540 at 6%; with 50% employer match about $35,540 at 4% or $23,694 at 6%; with 100% employer match about $26,655 at 4% or $17,770 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 35 | $468,529 | $74,635 | $2,132iApproximate average salary by contribution assumption: employee only about $53,311 at 4% or $35,540 at 6%; with 50% employer match about $35,540 at 4% or $23,694 at 6%; with 100% employer match about $26,655 at 4% or $17,770 at 6%. |
| 2010 | 1 | 37 | $444,821 | $63,286 | $1,710iApproximate average salary by contribution assumption: employee only about $42,761 at 4% or $28,507 at 6%; with 50% employer match about $28,507 at 4% or $19,005 at 6%; with 100% employer match about $21,380 at 4% or $14,254 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 37 | $444,821 | $63,286 | $1,710iApproximate average salary by contribution assumption: employee only about $42,761 at 4% or $28,507 at 6%; with 50% employer match about $28,507 at 4% or $19,005 at 6%; with 100% employer match about $21,380 at 4% or $14,254 at 6%. |
| 2009 | 1 | 37 | $358,339 | $41,715 | $1,127iApproximate average salary by contribution assumption: employee only about $28,186 at 4% or $18,791 at 6%; with 50% employer match about $18,791 at 4% or $12,527 at 6%; with 100% employer match about $14,093 at 4% or $9,395 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 37 | $358,339 | $41,715 | $1,127iApproximate average salary by contribution assumption: employee only about $28,186 at 4% or $18,791 at 6%; with 50% employer match about $18,791 at 4% or $12,527 at 6%; with 100% employer match about $14,093 at 4% or $9,395 at 6%. |
| 2008 | 1 | 55 | $344,677 | $56,140 | $1,021iApproximate average salary by contribution assumption: employee only about $25,518 at 4% or $17,012 at 6%; with 50% employer match about $17,012 at 4% or $11,341 at 6%; with 100% employer match about $12,759 at 4% or $8,506 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 55 | $344,677 | $56,140 | $1,021iApproximate average salary by contribution assumption: employee only about $25,518 at 4% or $17,012 at 6%; with 50% employer match about $17,012 at 4% or $11,341 at 6%; with 100% employer match about $12,759 at 4% or $8,506 at 6%. |
| 2007 | 1 | 57 | $0 | $0 | - |
| The Berkeley Retirement Home 401K Plan | - | 57 | - | - | - |
| 2006 | 1 | 57 | $513,986 | $53,519 | $939iApproximate average salary by contribution assumption: employee only about $23,473 at 4% or $15,649 at 6%; with 50% employer match about $15,649 at 4% or $10,433 at 6%; with 100% employer match about $11,737 at 4% or $7,824 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 57 | $513,986 | $53,519 | $939iApproximate average salary by contribution assumption: employee only about $23,473 at 4% or $15,649 at 6%; with 50% employer match about $15,649 at 4% or $10,433 at 6%; with 100% employer match about $11,737 at 4% or $7,824 at 6%. |
| 2005 | 1 | 64 | $450,055 | $59,022 | $922iApproximate average salary by contribution assumption: employee only about $23,055 at 4% or $15,370 at 6%; with 50% employer match about $15,370 at 4% or $10,247 at 6%; with 100% employer match about $11,528 at 4% or $7,685 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 64 | $450,055 | $59,022 | $922iApproximate average salary by contribution assumption: employee only about $23,055 at 4% or $15,370 at 6%; with 50% employer match about $15,370 at 4% or $10,247 at 6%; with 100% employer match about $11,528 at 4% or $7,685 at 6%. |
| 2004 | 1 | 65 | $386,465 | $63,891 | $983iApproximate average salary by contribution assumption: employee only about $24,573 at 4% or $16,382 at 6%; with 50% employer match about $16,382 at 4% or $10,922 at 6%; with 100% employer match about $12,287 at 4% or $8,191 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 65 | $386,465 | $63,891 | $983iApproximate average salary by contribution assumption: employee only about $24,573 at 4% or $16,382 at 6%; with 50% employer match about $16,382 at 4% or $10,922 at 6%; with 100% employer match about $12,287 at 4% or $8,191 at 6%. |
| 2003 | 1 | 57 | $339,503 | $56,783 | $996iApproximate average salary by contribution assumption: employee only about $24,905 at 4% or $16,603 at 6%; with 50% employer match about $16,603 at 4% or $11,069 at 6%; with 100% employer match about $12,452 at 4% or $8,302 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 57 | $339,503 | $56,783 | $996iApproximate average salary by contribution assumption: employee only about $24,905 at 4% or $16,603 at 6%; with 50% employer match about $16,603 at 4% or $11,069 at 6%; with 100% employer match about $12,452 at 4% or $8,302 at 6%. |
| 2002 | 1 | 54 | $288,631 | $56,241 | $1,042iApproximate average salary by contribution assumption: employee only about $26,038 at 4% or $17,358 at 6%; with 50% employer match about $17,358 at 4% or $11,572 at 6%; with 100% employer match about $13,019 at 4% or $8,679 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 54 | $288,631 | $56,241 | $1,042iApproximate average salary by contribution assumption: employee only about $26,038 at 4% or $17,358 at 6%; with 50% employer match about $17,358 at 4% or $11,572 at 6%; with 100% employer match about $13,019 at 4% or $8,679 at 6%. |
| 2001 | 1 | 55 | $0 | $0 | - |
| The Berkeley Retirement Home 401K Plan | - | 55 | - | - | - |
| 2000 | 1 | 64 | $250,753 | $84,006 | $1,313iApproximate average salary by contribution assumption: employee only about $32,815 at 4% or $21,877 at 6%; with 50% employer match about $21,877 at 4% or $14,584 at 6%; with 100% employer match about $16,407 at 4% or $10,938 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 64 | $250,753 | $84,006 | $1,313iApproximate average salary by contribution assumption: employee only about $32,815 at 4% or $21,877 at 6%; with 50% employer match about $21,877 at 4% or $14,584 at 6%; with 100% employer match about $16,407 at 4% or $10,938 at 6%. |
| 1999 | 1 | 59 | $187,121 | $77,335 | $1,311iApproximate average salary by contribution assumption: employee only about $32,769 at 4% or $21,846 at 6%; with 50% employer match about $21,846 at 4% or $14,564 at 6%; with 100% employer match about $16,385 at 4% or $10,923 at 6%. |
| The Berkeley Retirement Home 401K Plan | - | 59 | $187,121 | $77,335 | $1,311iApproximate average salary by contribution assumption: employee only about $32,769 at 4% or $21,846 at 6%; with 50% employer match about $21,846 at 4% or $14,564 at 6%; with 100% employer match about $16,385 at 4% or $10,923 at 6%. |