Civic Intelligence

Berkeley Inc.

Plan context: Berkeley Inc. Retirement Trust

EIN 82-0495475 • Boise, ID • 21 filings • 1 plans

3778 Plantation River DriveSuite 102Boise, ID 83703
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$957,386

2025 Contributions

$117,225

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,933,875$966,938$0200520162025YearValue
$957,386Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

950200520152025YearValue
6Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202516$957,386$117,225$19,538iApproximate average salary by contribution assumption: employee only about $488,438 at 4% or $325,625 at 6%; with 50% employer match about $325,625 at 4% or $217,083 at 6%; with 100% employer match about $244,219 at 4% or $162,813 at 6%.
Berkeley Inc. Retirement Trust-6$957,386$117,225$19,538iApproximate average salary by contribution assumption: employee only about $488,438 at 4% or $325,625 at 6%; with 50% employer match about $325,625 at 4% or $217,083 at 6%; with 100% employer match about $244,219 at 4% or $162,813 at 6%.
202416$856,815$89,068$14,845iApproximate average salary by contribution assumption: employee only about $371,117 at 4% or $247,411 at 6%; with 50% employer match about $247,411 at 4% or $164,941 at 6%; with 100% employer match about $185,558 at 4% or $123,706 at 6%.
Berkeley Inc. Retirement Trust-6$856,815$89,068$14,845iApproximate average salary by contribution assumption: employee only about $371,117 at 4% or $247,411 at 6%; with 50% employer match about $247,411 at 4% or $164,941 at 6%; with 100% employer match about $185,558 at 4% or $123,706 at 6%.
202315$940,668$112,679$22,536iApproximate average salary by contribution assumption: employee only about $563,395 at 4% or $375,597 at 6%; with 50% employer match about $375,597 at 4% or $250,398 at 6%; with 100% employer match about $281,698 at 4% or $187,798 at 6%.
Berkeley Inc. Retirement Trust-5$940,668$112,679$22,536iApproximate average salary by contribution assumption: employee only about $563,395 at 4% or $375,597 at 6%; with 50% employer match about $375,597 at 4% or $250,398 at 6%; with 100% employer match about $281,698 at 4% or $187,798 at 6%.
202215$710,524$104,180$20,836iApproximate average salary by contribution assumption: employee only about $520,900 at 4% or $347,267 at 6%; with 50% employer match about $347,267 at 4% or $231,511 at 6%; with 100% employer match about $260,450 at 4% or $173,633 at 6%.
Berkeley Inc. Retirement Trust-5$710,524$104,180$20,836iApproximate average salary by contribution assumption: employee only about $520,900 at 4% or $347,267 at 6%; with 50% employer match about $347,267 at 4% or $231,511 at 6%; with 100% employer match about $260,450 at 4% or $173,633 at 6%.
202115$1,425,377$106,501$21,300iApproximate average salary by contribution assumption: employee only about $532,505 at 4% or $355,003 at 6%; with 50% employer match about $355,003 at 4% or $236,669 at 6%; with 100% employer match about $266,253 at 4% or $177,502 at 6%.
Berkeley Inc. Retirement Trust-5$1,425,377$106,501$21,300iApproximate average salary by contribution assumption: employee only about $532,505 at 4% or $355,003 at 6%; with 50% employer match about $355,003 at 4% or $236,669 at 6%; with 100% employer match about $266,253 at 4% or $177,502 at 6%.
202015$1,355,296$107,252$21,450iApproximate average salary by contribution assumption: employee only about $536,260 at 4% or $357,507 at 6%; with 50% employer match about $357,507 at 4% or $238,338 at 6%; with 100% employer match about $268,130 at 4% or $178,753 at 6%.
Berkeley Inc. Retirement Trust-5$1,355,296$107,252$21,450iApproximate average salary by contribution assumption: employee only about $536,260 at 4% or $357,507 at 6%; with 50% employer match about $357,507 at 4% or $238,338 at 6%; with 100% employer match about $268,130 at 4% or $178,753 at 6%.
201915$1,729,754$75,178$15,036iApproximate average salary by contribution assumption: employee only about $375,890 at 4% or $250,593 at 6%; with 50% employer match about $250,593 at 4% or $167,062 at 6%; with 100% employer match about $187,945 at 4% or $125,297 at 6%.
Berkeley Inc. Retirement Trust-5$1,729,754$75,178$15,036iApproximate average salary by contribution assumption: employee only about $375,890 at 4% or $250,593 at 6%; with 50% employer match about $250,593 at 4% or $167,062 at 6%; with 100% employer match about $187,945 at 4% or $125,297 at 6%.
201814$1,803,621$80,702$20,176iApproximate average salary by contribution assumption: employee only about $504,388 at 4% or $336,258 at 6%; with 50% employer match about $336,258 at 4% or $224,172 at 6%; with 100% employer match about $252,194 at 4% or $168,129 at 6%.
Berkeley Inc. Retirement Trust-4$1,803,621$80,702$20,176iApproximate average salary by contribution assumption: employee only about $504,388 at 4% or $336,258 at 6%; with 50% employer match about $336,258 at 4% or $224,172 at 6%; with 100% employer match about $252,194 at 4% or $168,129 at 6%.
201715$1,933,875$163,155$32,631iApproximate average salary by contribution assumption: employee only about $815,775 at 4% or $543,850 at 6%; with 50% employer match about $543,850 at 4% or $362,567 at 6%; with 100% employer match about $407,888 at 4% or $271,925 at 6%.
Berkeley Inc. Retirement Trust-5$1,933,875$163,155$32,631iApproximate average salary by contribution assumption: employee only about $815,775 at 4% or $543,850 at 6%; with 50% employer match about $543,850 at 4% or $362,567 at 6%; with 100% employer match about $407,888 at 4% or $271,925 at 6%.
201615$1,533,492$146,330$29,266iApproximate average salary by contribution assumption: employee only about $731,650 at 4% or $487,767 at 6%; with 50% employer match about $487,767 at 4% or $325,178 at 6%; with 100% employer match about $365,825 at 4% or $243,883 at 6%.
Berkeley Inc. Retirement Trust-5$1,533,492$146,330$29,266iApproximate average salary by contribution assumption: employee only about $731,650 at 4% or $487,767 at 6%; with 50% employer match about $487,767 at 4% or $325,178 at 6%; with 100% employer match about $365,825 at 4% or $243,883 at 6%.
201516$1,217,070$127,422$21,237iApproximate average salary by contribution assumption: employee only about $530,925 at 4% or $353,950 at 6%; with 50% employer match about $353,950 at 4% or $235,967 at 6%; with 100% employer match about $265,463 at 4% or $176,975 at 6%.
Berkeley Inc. Retirement Trust-6$1,217,070$127,422$21,237iApproximate average salary by contribution assumption: employee only about $530,925 at 4% or $353,950 at 6%; with 50% employer match about $353,950 at 4% or $235,967 at 6%; with 100% employer match about $265,463 at 4% or $176,975 at 6%.
201414$1,149,565$112,209$28,052iApproximate average salary by contribution assumption: employee only about $701,306 at 4% or $467,538 at 6%; with 50% employer match about $467,538 at 4% or $311,692 at 6%; with 100% employer match about $350,653 at 4% or $233,769 at 6%.
Berkeley Inc. Retirement Trust-4$1,149,565$112,209$28,052iApproximate average salary by contribution assumption: employee only about $701,306 at 4% or $467,538 at 6%; with 50% employer match about $467,538 at 4% or $311,692 at 6%; with 100% employer match about $350,653 at 4% or $233,769 at 6%.
201314$1,005,234$108,013$27,003iApproximate average salary by contribution assumption: employee only about $675,081 at 4% or $450,054 at 6%; with 50% employer match about $450,054 at 4% or $300,036 at 6%; with 100% employer match about $337,541 at 4% or $225,027 at 6%.
Berkeley Inc. Retirement Trust-4$1,005,234$108,013$27,003iApproximate average salary by contribution assumption: employee only about $675,081 at 4% or $450,054 at 6%; with 50% employer match about $450,054 at 4% or $300,036 at 6%; with 100% employer match about $337,541 at 4% or $225,027 at 6%.
201219$781,532$118,102$13,122iApproximate average salary by contribution assumption: employee only about $328,061 at 4% or $218,707 at 6%; with 50% employer match about $218,707 at 4% or $145,805 at 6%; with 100% employer match about $164,031 at 4% or $109,354 at 6%.
Berkeley Inc. Retirement Trust-9$781,532$118,102$13,122iApproximate average salary by contribution assumption: employee only about $328,061 at 4% or $218,707 at 6%; with 50% employer match about $218,707 at 4% or $145,805 at 6%; with 100% employer match about $164,031 at 4% or $109,354 at 6%.
201118$577,893$101,930$12,741iApproximate average salary by contribution assumption: employee only about $318,531 at 4% or $212,354 at 6%; with 50% employer match about $212,354 at 4% or $141,569 at 6%; with 100% employer match about $159,266 at 4% or $106,177 at 6%.
Berkeley Inc. Retirement Trust-8$577,893$101,930$12,741iApproximate average salary by contribution assumption: employee only about $318,531 at 4% or $212,354 at 6%; with 50% employer match about $212,354 at 4% or $141,569 at 6%; with 100% employer match about $159,266 at 4% or $106,177 at 6%.
201019$507,585$101,748$11,305iApproximate average salary by contribution assumption: employee only about $282,633 at 4% or $188,422 at 6%; with 50% employer match about $188,422 at 4% or $125,615 at 6%; with 100% employer match about $141,317 at 4% or $94,211 at 6%.
Berkeley Inc. Retirement Trust-9$507,585$101,748$11,305iApproximate average salary by contribution assumption: employee only about $282,633 at 4% or $188,422 at 6%; with 50% employer match about $188,422 at 4% or $125,615 at 6%; with 100% employer match about $141,317 at 4% or $94,211 at 6%.
200918$342,409$97,524$12,191iApproximate average salary by contribution assumption: employee only about $304,763 at 4% or $203,175 at 6%; with 50% employer match about $203,175 at 4% or $135,450 at 6%; with 100% employer match about $152,381 at 4% or $101,588 at 6%.
Berkeley Inc. Retirement Trust-8$342,409$97,524$12,191iApproximate average salary by contribution assumption: employee only about $304,763 at 4% or $203,175 at 6%; with 50% employer match about $203,175 at 4% or $135,450 at 6%; with 100% employer match about $152,381 at 4% or $101,588 at 6%.
200815$157,670$81,432$16,286iApproximate average salary by contribution assumption: employee only about $407,160 at 4% or $271,440 at 6%; with 50% employer match about $271,440 at 4% or $180,960 at 6%; with 100% employer match about $203,580 at 4% or $135,720 at 6%.
Berkeley Inc. Retirement Trust-5$157,670$81,432$16,286iApproximate average salary by contribution assumption: employee only about $407,160 at 4% or $271,440 at 6%; with 50% employer match about $271,440 at 4% or $180,960 at 6%; with 100% employer match about $203,580 at 4% or $135,720 at 6%.
200714$0$0-
Berkeley Inc. Retirement Trust-4---
200615$111,335$64,498$12,900iApproximate average salary by contribution assumption: employee only about $322,490 at 4% or $214,993 at 6%; with 50% employer match about $214,993 at 4% or $143,329 at 6%; with 100% employer match about $161,245 at 4% or $107,497 at 6%.
Berkeley Inc. Retirement Trust-5$111,335$64,498$12,900iApproximate average salary by contribution assumption: employee only about $322,490 at 4% or $214,993 at 6%; with 50% employer match about $214,993 at 4% or $143,329 at 6%; with 100% employer match about $161,245 at 4% or $107,497 at 6%.
200515$37,770$37,158$7,432iApproximate average salary by contribution assumption: employee only about $185,790 at 4% or $123,860 at 6%; with 50% employer match about $123,860 at 4% or $82,573 at 6%; with 100% employer match about $92,895 at 4% or $61,930 at 6%.
Berkeley Inc. Retirement Trust-5$37,770$37,158$7,432iApproximate average salary by contribution assumption: employee only about $185,790 at 4% or $123,860 at 6%; with 50% employer match about $123,860 at 4% or $82,573 at 6%; with 100% employer match about $92,895 at 4% or $61,930 at 6%.