Profit Sharing · DOL Form 5500 · 2022

Berkshire Partners LLC Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
83
Participants Small participant base
62nd
Percentile by assets National rank
$102,935
Avg per participant Below avg balance/head
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Official DOL plan name: Berkshire Partners LLC Administrative Staff Profit Sharing Plan · Sponsored by Berkshire Partners LLC · Massachusetts · Finance & Insurance

$9M in assets, 83 participants

Berkshire Partners LLC's Berkshire Partners LLC Administrative Staff Profit Sharing Plan reported $9M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,179 in Finance & Insurance (9,261 peers)

Berkshire Partners LLC multi-year trail

Berkshire Partners LLC's plans moved +57.8% in assets from 2022 to 2024; this filing shows Berkshire Partners LLC Administrative Staff Profit Sharing Plan at $9M / 83 participants.

#4,179
in Finance & Insurance (9,261 peers)
-17.4%
assets change YoY

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.

Berkshire Partners LLC Administrative Staff Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Berkshire Partners LLC Administrative Staff Profit Sharing Plan vs every filed plan by assets

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

$8,543,642 Top 38% higher than 62% 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

Berkshire Partners LLC Administrative Staff Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berkshire Partners LLC Administrative Staff Profit Sharing Plan is a small filing (83 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 042911958 · Berkshire Partners LLC PY 2022 · Profit Sharing

Berkshire Partners LLC Administrative Staff Profit Sharing Plan · $9M · 83 · 62nd

  • EIN $9M
  • RANK 83
  • PHOTO 62nd
  • IND Profit Sharing
  • EOY near Kykenkee 401(k) Plan
  • 5500 ind #4179

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Berkshire Partners LLC Administrative Staff Profit Sharing Plan in the asset neighbourhood

Pasquinelli Produce Co. Profit Sharing PlanPasquinelli Produce Co. Prof…$9MBerkshire Partners LLC Administrative Staff Profit Sharing PlanBerkshire Partners LLC Admin…$9MKykenkee 401(k) Plan$9MCodac Health, Recovery & Wellness, Inc. 403(b) PlanCodac Health, Recovery & Wel…$9MLambda Legal Retirement Benefit PlanLambda Legal Retirement Bene…$9M
End-of-year total assets ($M) among Berkshire Partners LLC Administrative Staff Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Berkshire Partners LLC multi-year asset trail

Sponsor-wide plan assets over time

All Berkshire Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$136M 57.79044391829794% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $86.4M $136M ▲ +57.8%
Year Plans Participants Total Assets
2022 2 263 $86M
2023 2 305 $108M
2024 2 313 $136M

Berkshire Partners LLC filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN042911958
Plan Effective Date2006-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Berkshire Partners LLC Administrative Staff Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Berkshire Partners LLC Administrative Staff Profit Sharing Plan, Total assets ($B): 0.008543642 · Participants: 83Berkshire Partners LLC Administrative Staff Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Berkshire Partners LLC Administrative Staff Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Berkshire Partners LLC Administrative Staff Profit Sharing Plan side-by-side with 3 peers →

Berkshire Partners LLC Administrative Staff Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Kykenkee 401(k) Plan in AL ($9M); by covered participants it is Expressions Profit Sharing Plan in RI (83 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

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 Berkshire Partners LLC Administrative Staff Profit Sharing Plan assets move in 2022? ▼
Berkshire Partners LLC Administrative Staff Profit Sharing Plan declined sharply - down 17.4% during 2022, from $10M to $9M. Reported net income was -$2M.
How have Berkshire Partners LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Berkshire Partners LLC's sponsor-wide assets grew 57.8%, from $86M to $136M.
Which Profit Sharing plans are similar in size to Berkshire Partners LLC Administrative Staff Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Kykenkee 401(k) Plan in AL ($9M, 134 participants).
Which Profit Sharing plans cover a similar participant headcount to Berkshire Partners LLC Administrative Staff Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Expressions Profit Sharing Plan in RI (83 participants, $3M 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 042911958.

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.