Profit Sharing · DOL Form 5500 · 2022
Berkshire Partners LLC Profit Sharing Plan
Data updated 2026-08-11
- $9M
- Total assets
- 83
- Participants
- 62nd
- Percentile by assets
- $102,935
- Avg per participant
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.
- 62nd percentile by assets (of 139,126 plans)
- #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.
- $9M
- total plan assets (2022 EOY)
- 83
- covered participants
- 62nd
- percentile by assets (of 139,126 plans)
- $102,935
- avg assets per participant
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 across 3 plan years on file
Across the 3 plan years Berkshire Partners LLC has on file (2022-2024), sponsor-wide plan assets have moved from $86M to $136M, a gain of 57.8%, while reported participants moved from 263 to 313 (+19.0%). Peak year by sponsor assets: 2024 ($136M); trough: 2022 ($86M).
Berkshire Partners LLC multi-year asset trail
| 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 EIN | 042911958 |
| Plan Effective Date | 2006-12-31 |
| Filing Status | FILING 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
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $12.1B · 74,556
- Demoulas (Restated) Profit Sharing Plan & Trust $873M · 12,106
- Dana-Farber Cancer Institute Retirement Plan $635M · 4,216
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $573M · 5,008
- Sheet Metal Workers Local 17 Annuity Income Fund $540M · 2,153
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Berkshire Partners LLC Administrative Staff Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Berkshire Partners LLC Administrative Staff Profit Sharing Plan assets move in 2022? ▼
How have Berkshire Partners LLC plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Berkshire Partners LLC Administrative Staff Profit Sharing Plan? ▼
Next read for Berkshire Partners LLC Administrative St…
Multi-year trail
Ways to act on Berkshire Partners LLC Administrative Staff Profit Sharing Plan's numbers.
- By total assets, Berkshire Partners LLC Administrative Staff Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- Berkshire Partners LLC's sponsor-wide assets have grown 57.8% since 2022 across 3 plan years on file. More Finance & Insurance plans