401(k) · DOL Form 5500 · 2022

Berkshire Partners LLC 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
180
Participants Small participant base
91st
Percentile by assets National rank
$432,691
Avg per participant High balance/head
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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.

  • #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.

#7,957
in Finance & Insurance (9,261 peers)
-16.4%
assets change YoY
0.8×
vs typical plan assets (national mean)

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.

Berkshire Partners LLC Retirement Plan's outsized position 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

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 Retirement 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. Berkshire Partners LLC Retirement Plan sits mid-pack in the medium band (180 participants).

DOL schedule card

Filing strip 042911958 · Berkshire Partners LLC PY 2022 · 401(k)

Berkshire Partners LLC Retirement Plan · $78M · 180 · 91st

  • BOOK $78M
  • VS-ST 180
  • BOY 91st
  • SCH 401(k)
  • EBSA near Wash Multifamily Laundry Systems, LLC 401(k) Plan
  • PART ind #7957

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 Retirement Plan in the asset neighbourhood

Greenwich Associates 401(k) Retirement Savings PlanGreenwich Associates 401(k) …$78MBerkshire Partners LLC Retirement PlanBerkshire Partners LLC Retir…$78MWash Multifamily Laundry Systems, LLC 401(k) PlanWash Multifamily Laundry Sys…$78MAnaplan, Inc. 401(k) Plan$78MWheel Pros, LLC 401(k) Retirement PlanWheel Pros, LLC 401(k) Retir…$78M
End-of-year total assets ($M) among Berkshire Partners LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$78M
Net Income-$15M
Employer EIN042911958
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Berkshire Partners LLC)

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

Nearby 401(k) Plans in Massachusetts

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

Berkshire Partners LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Berkshire Partners LLC Retirement Plan, Total assets ($B): 0.077884334 · Participants: 180Berkshire Partners LLC Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Berkshire Partners LLC Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Berkshire Partners LLC Retirement Plan side-by-side with 3 peers →

Berkshire Partners LLC Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Wash Multifamily Laundry Systems, LLC 401(k) Plan in CA ($78M); by covered participants it is Severson Group 401(k) Plan in CA (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 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 Berkshire Partners LLC Retirement Plan assets move in 2022? ▼
Berkshire Partners LLC Retirement Plan declined sharply - down 16.4% during 2022, from $93M to $78M. Reported net income was -$15M.
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.
Where does Berkshire Partners LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Berkshire Partners LLC Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Berkshire Partners LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wash Multifamily Laundry Systems, LLC 401(k) Plan in CA ($78M, 974 participants).
Which 401(k) plans cover a similar participant headcount to Berkshire Partners LLC Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Severson Group 401(k) Plan in CA (180 participants, $16M 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.