How big is Berkshire Bank's plan?

Berkshire Bank's plan reported $5.4M in assets and 6 participants for 2023.

Original filing (PDF)20250709123041NAL0008084112001

Berkshire Bank

Name: Berkshire Bank — Retirement Plan of ROME Savings, Form 5500 (2023)
Creator: Berkshire Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Plan of ROME Savings Bank

Defined-benefit pension plan · Berkshire Bank's Retirement Plan of ROME Savings Bank held $5.4M in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

People on this filing

Tammy Julian signed Berkshire Bank's 2023 Form 5500 as plan administrator.

Tammy Julian — Plan Administrator — Form 5500 signer
Samantha Scott — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Berkshire Bank's EIN is 04-3312097.

EIN 04-3312097

Plan number 008

Plan year 2023

ACK ID 20250709123041NAL0008084112001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Berkshire Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Berkshire Bank's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off