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Berkshire Orthopaedic Associates, Inc. 401(k) Plan

What public Form 5500 filings show about the Berkshire Orthopaedic Associates, Inc. 401(k) plan — and how to find and check your own account.

Plan assets
$17.2M
Participants
69
Plans on file
1

The Berkshire Orthopaedic Associates, Inc. 401(k) on its latest Form 5500

Berkshire Orthopaedic Associates, Inc. (EIN 04-3017240) reports BORTHA PROFIT SHARING RETIREMENT PLAN on its most recent Form 5500, with $17.2M in plan assets across 69 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Berkshire Orthopaedic Associates, Inc. filing — schedules, fees, and providers.

Who runs the Berkshire Orthopaedic Associates, Inc. 401(k)?

Berkshire Orthopaedic Associates, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Berkshire Orthopaedic Associates, Inc.HR for the recordkeeper’s name and login.

How to check your Berkshire Orthopaedic Associates, Inc. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask Berkshire Orthopaedic Associates, Inc. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: Berkshire Orthopaedic Associates, Inc. — all Form 5500 filings (EIN 04-3017240) · Massachusetts employer EIN lookup · Form 5500 search
Berkshire Orthopaedic Associates, Inc. 401(k) Plan — Form 5500