How big is Berkshire Retirement Home Inc.'s plan?

Berkshire Retirement Home Inc.'s plan reported $2.4M in assets and 103 participants for 2024.

Original filing (PDF)20251216102247NAL0001248851001

Berkshire Retirement Home Inc.

Name: Berkshire Retirement Home Inc. — Berkshire Retiremen, Form 5500 (2024)
Creator: Berkshire Retirement Home Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Berkshire Retirement Home Inc. 403(b) Plan

403(b) retirement plan · Berkshire Retirement Home Inc.'s Berkshire Retirement Home Inc. 403(b) Plan held $2.4M in plan assets for 103 participants in 2024.

Active participants

103

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Edward Forfa signed Berkshire Retirement Home Inc.'s 2024 Form 5500 as plan administrator.

Edward Forfa — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Berkshire Retirement Home Inc.'s EIN is 04-2103875.

EIN 04-2103875

Plan number 002

Plan year 2024

ACK ID 20251216102247NAL0001248851001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Berkshire Retirement Home Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Berkshire Retirement Home Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERKSHIRE RETIREMENT HOME INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score