401(k) · DOL Form 5500 · 2023

Ballentine Partners, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
116
Participants Small participant base
77th
Percentile by assets National rank
$218,637
Avg per participant Above avg balance/head
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Official DOL plan name: Ballentine Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Ballentine Partners, LLC · New Hampshire · Professional & Technical Services

$25M in assets, 116 participants

Ballentine Partners, LLC's Ballentine Partners, LLC 401(k) Profit Sharing Plan reported $25M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,649 in Professional & Technical Services (20,321 peers)

Coverage in New Hampshire

Ballentine Partners, LLC 401(k) Profit Sharing Plan covers 116 participants in New Hampshire, about 39% of the average New Hampshire filer (state average ~301 per filing). Assets: $25M.

#15,649
in Professional & Technical Services (20,321 peers)
+30.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ballentine Partners, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Ballentine Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$25,361,885 Top 23% higher than 77% 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

Ballentine Partners, LLC 401(k) Profit Sharing 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. Ballentine Partners, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ballentine Partners, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Ballentine Partners, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Ballentine Partners, LLC 401(k) Profit Sharing Plan reported participants rose from 104 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271557796 · Ballentine Partners, LLC PY 2023 · 401(k)

Ballentine Partners, LLC 401(k) Profit Sharing Plan · $25M · 116 · 77th

  • PART $25M
  • PART 116
  • PART 77th
  • PART 401(k)
  • PART near Tlc Management, Inc. 401(k) Plan
  • PART ind #15649

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 Professional & Technical Services retirement plans → · Plans in New Hampshire →

Ballentine Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Ballentine Partners, LLC 401(k) Profit Sharing PlanBallentine Partners, LLC 401…$25MTlc Management, Inc. 401(k) PlanTlc Management, Inc. 401(k) …$25MMonin, Inc. 401(k) Profit Sharing PlanMonin, Inc. 401(k) Profit Sh…$25MAltorfer Inc. Employees Savings PlanAltorfer Inc. Employees Savi…$25MSaco & Biddeford Savings Institution 401(k) Savings PlanSaco & Biddeford Savings Ins…$25M
End-of-year total assets ($M) among Ballentine Partners, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$25M
Net Income$6M
Employer EIN271557796
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballentine Partners, LLC)

Sponsor-wide plan assets over time

All Ballentine Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 52.63239928682489% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $19.5M $29.7M ▲ +52.6%
Year Plans Participants Total Assets
2022 1 104 $19M
2023 1 116 $25M
2024 1 121 $30M

Nearby 401(k) Plans in New Hampshire

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

Ballentine Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Ballentine Partners, LLC 401(k) Profit Sharing Plan, Total assets ($M): 25.361885 · Participants: 116Ballentine Partners, LLC 401(k) Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Ballentine Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Ballentine Partners, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ballentine Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Tlc Management, Inc. 401(k) Plan in IN ($25M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Ballentine Partners, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Ballentine Partners, LLC 401(k) Profit Sharing Plan surged - up 30.3% during 2023, from $19M to $25M. Reported net income was $6M.
How have Ballentine Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballentine Partners, LLC's sponsor-wide assets grew 52.6%, from $19M to $30M.
Where does Ballentine Partners, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ballentine Partners, LLC 401(k) Profit Sharing Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ballentine Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tlc Management, Inc. 401(k) Plan in IN ($25M, 1,875 participants).
Which 401(k) plans cover a similar participant headcount to Ballentine Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 271557796.

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.