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BERKSHIRE BANK — RETIREMENT PLAN OF ROME SAVINGS BANK, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250709123041NAL0008084112001
BERKSHIRE BANK
Form 5500-SF
FILING_RECEIVED
RETIREMENT PLAN OF ROME SAVINGS BANK
Defined-benefit pension plan
Active participants
6
Accounts w/ balance
—
Plan assets (EOY)
$5.4M
Net assets (EOY)
$5.4M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
BERKSHIRE BANK
.
Find decision makers
Plan sponsor
Name
BERKSHIRE BANK
EIN
04-3312097
Address
99 NORTH STREET · PITTSFIELD, MA · 012010000
Phone
(413) 236-3151
Industry
Finance & Insurance
see all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(866) 633-4015
Plan characteristics
Plan number
008
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-09
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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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.
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