401(k) · DOL Form 5500 · 2022

Ballentine Partners, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
104
Participants Small participant base
77th
Percentile by assets National rank
$187,169
Avg per participant Above avg balance/head
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Official DOL plan name: Ballentine Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Ballentine Partners, LLC · New Hampshire · Professional & Technical Services

$19M in assets, 104 participants

Ballentine Partners, LLC's Ballentine Partners, LLC 401(k) Profit Sharing Plan reported $19M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 77th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #16,618 in Professional & Technical Services (21,562 peers)

Coverage in New Hampshire

Ballentine Partners, LLC 401(k) Profit Sharing Plan covers 104 participants in New Hampshire, about 35% of the average New Hampshire filer (state average ~301 per filing). Assets: $19M.

#16,618
in Professional & Technical Services (21,562 peers)
-10.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ballentine Partners, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Ballentine Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,465,626 Top 23% higher than 77% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Ballentine Partners, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ballentine Partners, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (104 participants).

Published 5500 schedule card

Filing strip 271557796 · Ballentine Partners, LLC PY 2022 · 401(k)

Ballentine Partners, LLC 401(k) Profit Sharing Plan · $19M · 104 · 77th

  • PCT $19M
  • PCT 104
  • PCT 77th
  • PCT 401(k)
  • PCT near Genesys Aerosystems 401(k) Plan
  • PCT ind #16618

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in New Hampshire →

Ballentine Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Ballentine Partners, LLC 401(k) Profit Sharing PlanBallentine Partners, LLC 401…$19MGenesys Aerosystems 401(k) PlanGenesys Aerosystems 401(k) P…$19MPeregrine Group, LLC Retirement PlanPeregrine Group, LLC Retirem…$19MElringklinger Retirement Savings PlanElringklinger Retirement Sav…$19MVae, Inc. 401(k) Plan$19M
End-of-year total assets ($M) among Ballentine Partners, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Hampshire filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN271557796
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballentine Partners, LLC)

Sponsor-wide plan assets over time

All Ballentine Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 52.63239928682489% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.5M $29.7M ▲ +52.6%
Year Plans Participants Total Assets
2022 1 104 $19M
2023 1 116 $25M
2024 1 121 $30M

Nearby 401(k) Plans in New Hampshire

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Ballentine Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Ballentine Partners, LLC 401(k) Profit Sharing Plan, Total assets ($M): 19.465626 · Participants: 104Ballentine Partners, LLC 401(k) Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Ballentine Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Ballentine Partners, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ballentine Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Genesys Aerosystems 401(k) Plan in TX ($19M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ballentine Partners, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Ballentine Partners, LLC 401(k) Profit Sharing Plan pulled back noticeably - down 10.3% during 2022, from $22M to $19M. Reported net income was -$2M.
How have Ballentine Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballentine Partners, LLC's sponsor-wide assets grew 52.6%, from $19M to $30M.
Where does Ballentine Partners, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ballentine Partners, LLC 401(k) Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ballentine Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Genesys Aerosystems 401(k) Plan in TX ($19M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Ballentine Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271557796.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.