401(k) · DOL Form 5500 · 2023

Berkshire Partners LLC 401(k) Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
211
Participants Below avg headcount
91st
Percentile by assets National rank
$461,822
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

$97M in assets, 211 participants

Berkshire Partners LLC's Berkshire Partners LLC Retirement Plan reported $97M in total assets and 211 participants in its 2023 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.

  • #7,654 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Berkshire Partners LLC Retirement Plan covers 211 participants in Massachusetts, about 32% of the average Massachusetts filer (state average ~659 per filing). Assets: $97M.

#7,654
in Finance & Insurance (8,869 peers)
+25.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$97,444,488 Top 9% higher than 91% of 127,068 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 2023

Berkshire Partners LLC Retirement Plan among mid-size 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 Retirement Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Berkshire Partners LLC Retirement Plan reported net income rose from -$15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Berkshire Partners LLC Retirement Plan end-of-year assets rose from $78M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • Berkshire Partners LLC Retirement Plan reported participants rose from 180 in the plan year 2022 filing to 211 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042911958 · Berkshire Partners LLC PY 2023 · 401(k)

Berkshire Partners LLC Retirement Plan · $97M · 211 · 91st

  • EOY $97M
  • 5500 211
  • ASSETS 91st
  • PCT 401(k)
  • EIN near Crowley Fleck Pllp Profit Sharing Plan and Trust
  • RANK ind #7654

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

The Gorman-Rupp Company 401(k) PlanThe Gorman-Rupp Company 401(…$97MCrowley Fleck Pllp Profit Sharing Plan and TrustCrowley Fleck Pllp Profit Sh…$97MBerkshire Partners LLC Retirement PlanBerkshire Partners LLC Retir…$97MHalekulani Corporation Cash Accumulation PlanHalekulani Corporation Cash …$97MHarbert Retirement Plan$97M
End-of-year total assets ($M) among Berkshire Partners LLC Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$97M
Net Income$20M
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. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Berkshire Partners LLC Retirement Plan, Total assets ($B): 0.097444488 · Participants: 211Berkshire Partners LLC Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) 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 Crowley Fleck Pllp Profit Sharing Plan and Trust in MT ($97M); by covered participants it is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($97M here).

Similar participant headcount

Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Berkshire Partners LLC Retirement Plan grew sharply - up 25.1% during 2023, from $78M to $97M. Reported net income was $20M.
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 127,072 plans that reported assets for plan year 2023 (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 Crowley Fleck Pllp Profit Sharing Plan and Trust in MT ($97M, 247 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 Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.