401(k) · DOL Form 5500 · 2022
Berkshire Partners LLC 401(k) Plan
Data updated 2026-08-11
- $78M
- Total assets
- 180
- Participants
- 91st
- Percentile by assets
- $432,691
- Avg per participant
Official DOL plan name: Berkshire Partners LLC Retirement Plan · Sponsored by Berkshire Partners LLC · Massachusetts · Finance & Insurance
$78M in assets, 180 participants
Berkshire Partners LLC's Berkshire Partners LLC Retirement Plan reported $78M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #7,957 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Berkshire Partners LLC Retirement Plan covers 180 participants in Massachusetts, about 27% of the average Massachusetts filer (state average ~659 per filing). Assets: $78M.
- $78M
- total plan assets (2022 EOY)
- 180
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $432,691
- avg assets per participant
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Berkshire Partners LLC Retirement Plan sits by total assets
Berkshire Partners LLC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$77,884,334 Top 9% higher than 91% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Berkshire Partners LLC Retirement Plan reports 180 participants - about 27% of that state average ($78M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $78M |
| Net Income | -$15M |
| Employer EIN | 042911958 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Berkshire Partners LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 263 | $86M |
| 2023 | 2 | 305 | $108M |
| 2024 | 2 | 313 | $136M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Berkshire Partners LLC Retirement Plan by total assets, not by location.
- Wash Multifamily Laundry Systems, LLC 401(k) Plan (CA) $78M · 974
- Anaplan, Inc. 401(k) Plan (CA) $78M · 1,173
- Greenwich Associates 401(k) Retirement Savings Plan (CT) $78M · 132
- Wheel Pros, LLC 401(k) Retirement Plan (CO) $78M · 2,561
Frequently Asked Questions
How did Berkshire Partners LLC Retirement Plan assets move in 2022? ▼
How have Berkshire Partners LLC plan assets changed over time? ▼
Where does Berkshire Partners LLC Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Berkshire Partners LLC Retirement Plan
Filing takeaways
Ways to act on Berkshire Partners LLC Retirement Plan's numbers.
- By total assets, Berkshire Partners LLC Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) 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