How big is Berkshire Waldorf School, Inc.'s plan?

Berkshire Waldorf School, Inc.'s plan reported $2.5M in assets and 30 participants for 2024.

Original filing (PDF)20250930080650NAL0005380899002

Berkshire Waldorf School, Inc.

Name: Berkshire Waldorf School, Inc. — Great Barrington, Form 5500 (2024)
Creator: Berkshire Waldorf School, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Great Barrington Rudolf Steiner School Defined Contribution Retirement Plan

403(b) retirement plan · Berkshire Waldorf School, Inc.'s Great Barrington Rudolf Steiner School Defined Contribution Retirement Plan held $2.5M in plan assets for 30 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Berkshire Waldorf School, Inc.'s EIN is 04-2484589.

EIN 04-2484589

Plan number 001

Plan year 2024

ACK ID 20250930080650NAL0005380899002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Berkshire Waldorf School, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score