Berkshire Group LLC
Plan context: Berkshire Group 401(K) Plan
EIN 16-1758404 • Boston, MA • 79 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,144
2024 Assets
$110,358,617
2024 Contributions
$9,702,464
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 | 2 | 1,144 | $110,358,617 | $9,702,464 | $8,481iApproximate average salary by contribution assumption: employee only about $212,029 at 4% or $141,353 at 6%; with 50% employer match about $141,353 at 4% or $94,235 at 6%; with 100% employer match about $106,015 at 4% or $70,676 at 6%. |
| Berkshire Group 401(K) Plan | - | 1,144 | $110,358,617 | $9,702,464 | $8,481iApproximate average salary by contribution assumption: employee only about $212,029 at 4% or $141,353 at 6%; with 50% employer match about $141,353 at 4% or $94,235 at 6%; with 100% employer match about $106,015 at 4% or $70,676 at 6%. |
| Berkshire Group LLC Health and Welfare Benefit Plan | - | 748 | - | - | - |
| 2023 | 2 | 988 | $91,892,999 | $9,499,530 | $9,615iApproximate average salary by contribution assumption: employee only about $240,373 at 4% or $160,248 at 6%; with 50% employer match about $160,248 at 4% or $106,832 at 6%; with 100% employer match about $120,186 at 4% or $80,124 at 6%. |
| Berkshire Group 401(K) Plan | - | 917 | $91,892,999 | $9,499,530 | $10,359iApproximate average salary by contribution assumption: employee only about $258,984 at 4% or $172,656 at 6%; with 50% employer match about $172,656 at 4% or $115,104 at 6%; with 100% employer match about $129,492 at 4% or $86,328 at 6%. |
| Berkshire Group LLC Health and Welfare Benefit Plan | - | 988 | - | - | - |
| 2022 | 2 | 821 | $72,018,364 | $7,020,538 | $8,551iApproximate average salary by contribution assumption: employee only about $213,780 at 4% or $142,520 at 6%; with 50% employer match about $142,520 at 4% or $95,013 at 6%; with 100% employer match about $106,890 at 4% or $71,260 at 6%. |
| Berkshire Group 401(K) Plan | - | 821 | $72,018,364 | $7,020,538 | $8,551iApproximate average salary by contribution assumption: employee only about $213,780 at 4% or $142,520 at 6%; with 50% employer match about $142,520 at 4% or $95,013 at 6%; with 100% employer match about $106,890 at 4% or $71,260 at 6%. |
| Berkshire Group LLC Health and Welfare Benefit Plan | - | 794 | - | - | - |
| 2021 | 2 | 761 | $87,984,437 | $5,781,790 | $7,598iApproximate average salary by contribution assumption: employee only about $189,941 at 4% or $126,627 at 6%; with 50% employer match about $126,627 at 4% or $84,418 at 6%; with 100% employer match about $94,970 at 4% or $63,314 at 6%. |
| Berkshire Group 401(K) Plan | - | 699 | $87,984,437 | $5,781,790 | $8,272iApproximate average salary by contribution assumption: employee only about $206,788 at 4% or $137,859 at 6%; with 50% employer match about $137,859 at 4% or $91,906 at 6%; with 100% employer match about $103,394 at 4% or $68,929 at 6%. |
| Berkshire Group LLC Health and Welfare Benefit Plan | - | 761 | - | - | - |
| 2020 | 2 | 715 | $73,147,222 | $5,478,879 | $7,663iApproximate average salary by contribution assumption: employee only about $191,569 at 4% or $127,713 at 6%; with 50% employer match about $127,713 at 4% or $85,142 at 6%; with 100% employer match about $95,785 at 4% or $63,856 at 6%. |
| Berkshire Group 401(K) Plan | - | 669 | $73,147,222 | $5,478,879 | $8,190iApproximate average salary by contribution assumption: employee only about $204,741 at 4% or $136,494 at 6%; with 50% employer match about $136,494 at 4% or $90,996 at 6%; with 100% employer match about $102,371 at 4% or $68,247 at 6%. |
| Berkshire Group LLC Health and Welfare Benefit Plan | - | 715 | - | - | - |
| 2019 | 2 | 692 | $56,427,191 | $4,681,309 | $6,765iApproximate average salary by contribution assumption: employee only about $169,122 at 4% or $112,748 at 6%; with 50% employer match about $112,748 at 4% or $75,166 at 6%; with 100% employer match about $84,561 at 4% or $56,374 at 6%. |
| Berkshire Group 401(K) Plan | - | 654 | $56,427,191 | $4,681,309 | $7,158iApproximate average salary by contribution assumption: employee only about $178,949 at 4% or $119,299 at 6%; with 50% employer match about $119,299 at 4% or $79,533 at 6%; with 100% employer match about $89,475 at 4% or $59,650 at 6%. |
| Berkshire Group LLC Health and Welfare Benefit Plan | - | 692 | - | - | - |
| 2018 | 2 | 647 | $44,157,994 | $4,326,553 | $6,687iApproximate average salary by contribution assumption: employee only about $167,177 at 4% or $111,452 at 6%; with 50% employer match about $111,452 at 4% or $74,301 at 6%; with 100% employer match about $83,589 at 4% or $55,726 at 6%. |
| Berkshire Group 401(K) Plan | - | 612 | $44,157,994 | $4,326,553 | $7,070iApproximate average salary by contribution assumption: employee only about $176,738 at 4% or $117,826 at 6%; with 50% employer match about $117,826 at 4% or $78,550 at 6%; with 100% employer match about $88,369 at 4% or $58,913 at 6%. |
| Berkshire Group LLC Health and Welfare Benefit Plan | - | 647 | - | - | - |
| 2017 | 6 | 646 | $46,943,318 | $4,607,136 | $7,132iApproximate average salary by contribution assumption: employee only about $178,295 at 4% or $118,863 at 6%; with 50% employer match about $118,863 at 4% or $79,242 at 6%; with 100% employer match about $89,147 at 4% or $59,432 at 6%. |
| Berkshire Group 401(K) Plan | - | 646 | $46,943,318 | $4,607,136 | $7,132iApproximate average salary by contribution assumption: employee only about $178,295 at 4% or $118,863 at 6%; with 50% employer match about $118,863 at 4% or $79,242 at 6%; with 100% employer match about $89,147 at 4% or $59,432 at 6%. |
| Business Travel Accident Plan | - | 0 | - | - | - |
| Employee Medical and Dental Plan | - | 0 | - | - | - |
| Employee Group Life, Accidental Death and Dismemberment Plan | - | 0 | - | - | - |
| Group Long-Term Disability Plan | - | 0 | - | - | - |
| Berkshire Group LLC Flexible Benefits Plan | - | 0 | - | - | - |
| 2016 | 6 | 735 | $38,399,036 | $3,525,643 | $4,797iApproximate average salary by contribution assumption: employee only about $119,920 at 4% or $79,947 at 6%; with 50% employer match about $79,947 at 4% or $53,298 at 6%; with 100% employer match about $59,960 at 4% or $39,973 at 6%. |
| Berkshire Group 401(K) Plan | - | 620 | $38,399,036 | $3,525,643 | $5,687iApproximate average salary by contribution assumption: employee only about $142,163 at 4% or $94,775 at 6%; with 50% employer match about $94,775 at 4% or $63,184 at 6%; with 100% employer match about $71,082 at 4% or $47,388 at 6%. |
| Employee Medical and Dental Plan | - | 585 | - | - | - |
| Employee Group Life, Accidental Death and Dismemberment Plan | - | 680 | - | - | - |
| Group Long-Term Disability Plan | - | 680 | - | - | - |
| Business Travel Accident Plan | - | 735 | - | - | - |
| Berkshire Group LLC Flexible Benefits Plan | - | 204 | - | - | - |
| 2015 | 6 | 795 | $34,884,104 | $3,740,757 | $4,705iApproximate average salary by contribution assumption: employee only about $117,634 at 4% or $78,423 at 6%; with 50% employer match about $78,423 at 4% or $52,282 at 6%; with 100% employer match about $58,817 at 4% or $39,211 at 6%. |
| Berkshire Group 401(K) Plan | - | 617 | $34,884,104 | $3,740,757 | $6,063iApproximate average salary by contribution assumption: employee only about $151,570 at 4% or $101,047 at 6%; with 50% employer match about $101,047 at 4% or $67,365 at 6%; with 100% employer match about $75,785 at 4% or $50,523 at 6%. |
| Berkshire Group LLC Flexible Benefits Plan | - | 204 | - | - | - |
| Employee Medical and Dental Plan | - | 795 | - | - | - |
| Employee Group Life, Accidental Death and Dismemberment Plan | - | 735 | - | - | - |
| Group Long-Term Disability Plan | - | 735 | - | - | - |
| Business Travel Accident Plan | - | 739 | - | - | - |
| 2014 | 6 | 748 | $33,537,416 | $3,095,715 | $4,139iApproximate average salary by contribution assumption: employee only about $103,466 at 4% or $68,978 at 6%; with 50% employer match about $68,978 at 4% or $45,985 at 6%; with 100% employer match about $51,733 at 4% or $34,489 at 6%. |
| Berkshire Group 401(K) Plan | - | 601 | $33,537,416 | $3,095,715 | $5,151iApproximate average salary by contribution assumption: employee only about $128,774 at 4% or $85,849 at 6%; with 50% employer match about $85,849 at 4% or $57,233 at 6%; with 100% employer match about $64,387 at 4% or $42,925 at 6%. |
| Berkshire Group LLC Flexible Benefits Plan | - | 221 | - | - | - |
| Business Travel Accident Plan | - | 739 | - | - | - |
| Group Long-Term Disability Plan | - | 668 | - | - | - |
| Employee Group Life, Accidental Death and Dismemberment Plan | - | 748 | - | - | - |
| Employee Medical and Dental Plan | - | 601 | - | - | - |
| 2013 | 6 | 863 | $30,379,074 | $2,867,786 | $3,323iApproximate average salary by contribution assumption: employee only about $83,076 at 4% or $55,384 at 6%; with 50% employer match about $55,384 at 4% or $36,923 at 6%; with 100% employer match about $41,538 at 4% or $27,692 at 6%. |
| Berkshire Group 401(K) Plan | - | 721 | $30,379,074 | $2,867,786 | $3,978iApproximate average salary by contribution assumption: employee only about $99,438 at 4% or $66,292 at 6%; with 50% employer match about $66,292 at 4% or $44,195 at 6%; with 100% employer match about $49,719 at 4% or $33,146 at 6%. |
| Berkshire Group LLC Flexible Benefits Plan | - | 229 | - | - | - |
| Employee Medical and Dental Plan | - | 651 | - | - | - |
| Business Travel Accident Plan | - | 863 | - | - | - |
| Group Long-Term Disability Plan | - | 772 | - | - | - |
| Employee Group Life, Accidental Death and Dismemberment Plan | - | 863 | - | - | - |
| 2012 | 6 | 854 | $23,325,149 | $2,784,382 | $3,260iApproximate average salary by contribution assumption: employee only about $81,510 at 4% or $54,340 at 6%; with 50% employer match about $54,340 at 4% or $36,227 at 6%; with 100% employer match about $40,755 at 4% or $27,170 at 6%. |
| Berkshire Group 401(K) Plan | - | 792 | $23,325,149 | $2,784,382 | $3,516iApproximate average salary by contribution assumption: employee only about $87,891 at 4% or $58,594 at 6%; with 50% employer match about $58,594 at 4% or $39,063 at 6%; with 100% employer match about $43,945 at 4% or $29,297 at 6%. |
| Berkshire Group LLC Flexible Benefits Plan | - | 221 | - | - | - |
| Employee Medical and Dental Plan | - | 703 | - | - | - |
| Employee Group Life, Accidental Death and Dismemberment Plan | - | 854 | - | - | - |
| Business Travel Accident Plan | - | 854 | - | - | - |
| Group Long-Term Disability Plan | - | 792 | - | - | - |
| 2011 | 6 | 864 | $19,838,760 | $2,355,169 | $2,726iApproximate average salary by contribution assumption: employee only about $68,147 at 4% or $45,432 at 6%; with 50% employer match about $45,432 at 4% or $30,288 at 6%; with 100% employer match about $34,074 at 4% or $22,716 at 6%. |
| Berkshire Group 401(K) Plan | - | 776 | $19,838,760 | $2,355,169 | $3,035iApproximate average salary by contribution assumption: employee only about $75,875 at 4% or $50,584 at 6%; with 50% employer match about $50,584 at 4% or $33,722 at 6%; with 100% employer match about $37,938 at 4% or $25,292 at 6%. |
| Berkshire Group LLC Flexible Benefits Plan | - | 222 | - | - | - |
| Group Long-Term Disability Plan | - | 787 | - | - | - |
| Business Travel Accident Plan | - | 864 | - | - | - |
| Employee Medical and Dental Plan | - | 703 | - | - | - |
| Employee Group Life, Accidental Death and Dismemberment Plan | - | 864 | - | - | - |
| 2010 | 6 | 779 | $19,544,951 | $2,226,729 | $2,858iApproximate average salary by contribution assumption: employee only about $71,461 at 4% or $47,641 at 6%; with 50% employer match about $47,641 at 4% or $31,761 at 6%; with 100% employer match about $35,731 at 4% or $23,820 at 6%. |
| Berkshire Group 401(K) Plan | - | 725 | $19,544,951 | $2,226,729 | $3,071iApproximate average salary by contribution assumption: employee only about $76,784 at 4% or $51,189 at 6%; with 50% employer match about $51,189 at 4% or $34,126 at 6%; with 100% employer match about $38,392 at 4% or $25,595 at 6%. |
| Berkshire Group LLC Flexible Benefits Plan | - | 207 | - | - | - |
| Employee Medical and Dental Plan | - | 690 | - | - | - |
| Group Long-Term Disability Plan | - | 699 | - | - | - |
| Business Travel Accident Plan | - | 779 | - | - | - |
| Employee Group Life, Accidental Death and Dismemberment Plan | - | 779 | - | - | - |
| 2009 | 6 | 795 | $16,257,829 | $1,979,129 | $2,489iApproximate average salary by contribution assumption: employee only about $62,237 at 4% or $41,491 at 6%; with 50% employer match about $41,491 at 4% or $27,661 at 6%; with 100% employer match about $31,118 at 4% or $20,746 at 6%. |
| Berkshire Group 401(K) Plan | - | 743 | $16,257,829 | $1,979,129 | $2,664iApproximate average salary by contribution assumption: employee only about $66,592 at 4% or $44,395 at 6%; with 50% employer match about $44,395 at 4% or $29,597 at 6%; with 100% employer match about $33,296 at 4% or $22,197 at 6%. |
| Berkshire Group LLC Flexible Benefits Plan | - | 193 | - | - | - |
| Business Travel Accident Plan | - | 795 | - | - | - |
| Group Long-Term Disability Plan | - | 207 | - | - | - |
| Employee Medical and Dental Plan | - | 644 | - | - | - |
| Employee Group Life, Accidental Death and Dismemberment Plan | - | 760 | - | - | - |
| 2008 | 6 | 767 | $12,004,908 | $1,988,117 | $2,592iApproximate average salary by contribution assumption: employee only about $64,802 at 4% or $43,201 at 6%; with 50% employer match about $43,201 at 4% or $28,801 at 6%; with 100% employer match about $32,401 at 4% or $21,601 at 6%. |
| Berkshire Group 401(K) Plan | - | 718 | $12,004,908 | $1,988,117 | $2,769iApproximate average salary by contribution assumption: employee only about $69,224 at 4% or $46,149 at 6%; with 50% employer match about $46,149 at 4% or $30,766 at 6%; with 100% employer match about $34,612 at 4% or $23,075 at 6%. |
| Employee Group Life, Accidental Death and Dismemberment Plan | - | 767 | - | - | - |
| Group Long-Term Disability Plan | - | 199 | - | - | - |
| Business Travel Accident Plan | - | 754 | - | - | - |
| Employee Medical and Dental Plan | - | 645 | - | - | - |
| Berkshire Group LLC Flexible Benefits Plan | - | 127 | - | - | - |
| 2007 | 5 | 769 | $18,688,601 | $1,539,739 | $2,002iApproximate average salary by contribution assumption: employee only about $50,057 at 4% or $33,371 at 6%; with 50% employer match about $33,371 at 4% or $22,247 at 6%; with 100% employer match about $25,028 at 4% or $16,686 at 6%. |
| Berkshire Group 401(K) Plan | - | 544 | $18,688,601 | $1,539,739 | $2,830iApproximate average salary by contribution assumption: employee only about $70,760 at 4% or $47,173 at 6%; with 50% employer match about $47,173 at 4% or $31,449 at 6%; with 100% employer match about $35,380 at 4% or $23,587 at 6%. |
| Employee Group Life, Accidental Death and Dismemberment Plan | - | 747 | - | - | - |
| Group Long-Term Disability Plan | - | 157 | - | - | - |
| Employee Medical and Dental Plan | - | 619 | - | - | - |
| Business Travel Accident Plan | - | 769 | - | - | - |