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BERKSHIRE RETIREMENT HOME INC. — BERKSHIRE RETIREMENT HOME INC. 403B PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20251216102247NAL0001248851001
BERKSHIRE RETIREMENT HOME INC.
Form 5500-SF
FILING_RECEIVED
BERKSHIRE RETIREMENT HOME INC. 403B PLAN
403(b) retirement plan
Active participants
103
Accounts w/ balance
35
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERKSHIRE RETIREMENT HOME INC.
.
Find decision makers
Plan sponsor
Name
BERKSHIRE RETIREMENT HOME INC.
EIN
04-2103875
Address
290 SOUTH ST · PITTSFIELD, MA · 01201
Phone
(413) 445-4056
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2025-12-16
Pension benefit codes
2A · Age/service weighted or new comparability
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 34% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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