Profit Sharing · DOL Form 5500 · 2023
Berkshire Partners LLC Profit Sharing Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $117,007
- Avg per participant Below avg balance/head
Official DOL plan name: Berkshire Partners LLC Administrative Staff Profit Sharing Plan · Sponsored by Berkshire Partners LLC · Massachusetts · Finance & Insurance
$11M in assets, 94 participants
Berkshire Partners LLC's Berkshire Partners LLC Administrative Staff Profit Sharing Plan reported $11M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #4,026 in Finance & Insurance (8,869 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 $11M / 94 participants.
- #4,026
- in Finance & Insurance (8,869 peers)
- +28.7%
- assets growth YoY
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 2023 · DOL Form 5500
$10,998,646 Top 39% higher than 61% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Berkshire Partners LLC Administrative Staff Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 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 (94 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Berkshire Partners LLC Administrative Staff Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Berkshire Partners LLC Administrative Staff Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Berkshire Partners LLC Administrative Staff Profit Sharing Plan reported participants rose from 83 in the plan year 2022 filing to 94 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042911958 · Berkshire Partners LLC PY 2023 · Profit Sharing
Berkshire Partners LLC Administrative Staff Profit Sharing Plan · $11M · 94 · 61st
- NET $11M
- BOOK 94
- VS-ST 61st
- BOY Profit Sharing
- SCH near Mary Cariola Children's Center, Inc. Defined Contribution Retirement Plan
- EBSA ind #4026
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
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 263 | $86M |
| 2023 | 2 | 305 | $108M |
| 2024 | 2 | 313 | $136M |
Berkshire Partners LLC filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| 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.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
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 Mary Cariola Children's Center, Inc. Defined Contribution Retirement Plan in NY ($11M); by covered participants it is Ecm Holding Group, LLC Profit-Sharing Plan in WI (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.
- Ecm Holding Group, LLC Profit-Sharing Plan (WI) 94 · 0 off
- Archbold Furniture Co. , Inc. 401(k) Plan (OH) 94 · 0 off
- Vna Health System 403(b) Plan (PA) 94 · 0 off
- The Independence School, Inc. 403(b) Plan (DE) 94 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.