Plan5500

Tiaa-Cref Retirement Plan For All Employees Of Berkshire School — Form 5500 plan (Berkshire School, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tiaa-Cref Retirement Plan For All Employees Of Berkshire School is a benefit plan reported by Berkshire School, Inc. under EIN 04-2121313 and plan number 001. The latest loaded filing year is 2023. The filing reports 505 participants and $61,191,941 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$61.2MPlan net assets, end of year$61,191,941
Participants505Covered participants reported
Assets / participant$121.2KComputed: assets ÷ participants$121,172 (computed)
Provider compensation$39K2 Schedule C provider row(s)$38,954
Plan sponsor
Berkshire School, Inc.
EIN
04-2121313
Plan number
001
Plan type
2
Location
Sheffield, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    505 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$61.2M total assets
Net assets$61.2MLiabilities—
Money in vs. money out
Total income / additions$10.1M
Total expenses$3.6M
Benefits paid / distributions$3.5M
Contributions
Employer$953.6K
Participant$1.3M
Full reported line items

Net assets

Total assets (EOY)
$61,191,941
Net assets (EOY)
$61,191,941
Net assets (BOY)
$54,654,040

Income & contributions

Employer contributions
$953,598
Participant contributions
$1,305,894
Total contributions
$2,336,681
Total income / additions
$10,108,922

Expenses & distributions

Benefits paid
$3,530,167
Administrative expenses
$40,854
Total expenses
$3,571,021
Net increase / (decrease)
$6,537,901
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fiducient Advisors LLC$25K
    NONE · Direct $25K
  2. 2
    Seward And Monde$14K
    NONE · Direct $14K

What to inspect next

Frequently asked questions

Who sponsors the Tiaa-Cref Retirement Plan For All Employees Of Berkshire School?
Tiaa-Cref Retirement Plan For All Employees Of Berkshire School is reported as sponsored by Berkshire School, Inc. (EIN 04-2121313, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Tiaa-Cref Retirement Plan For All Employees Of Berkshire School?
The latest Form 5500 filing year loaded for Tiaa-Cref Retirement Plan For All Employees Of Berkshire School is 2023.
How many participants does Tiaa-Cref Retirement Plan For All Employees Of Berkshire School report?
Tiaa-Cref Retirement Plan For All Employees Of Berkshire School reports 505 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Tiaa-Cref Retirement Plan For All Employees Of Berkshire School?
Tiaa-Cref Retirement Plan For All Employees Of Berkshire School reports $61,191,941 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages