401(k) · DOL Form 5500 · 2024
Berylson Capital Partners LLC 401(k) Plan
Data updated 2026-08-25
- $648K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $216,001
- Avg per participant Above avg balance/head
Official DOL plan name: Berylson Capital Partners LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Berylson Capital Partners LLC · Massachusetts · Finance & Insurance
$648K in assets, 3 participants
Berylson Capital Partners LLC's Berylson Capital Partners LLC 401(k) Profit Sharing Plan & Trust reported $648K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #921 in Finance & Insurance (8,549 peers)
Berylson Capital Partners LLC multi-year trail
Berylson Capital Partners LLC's plans moved +81.1% in assets from 2022 to 2024; this filing shows Berylson Capital Partners LLC 401(k) Profit Sharing Plan & Trust at $648K / 3 participants.
- #921
- in Finance & Insurance (8,549 peers)
- +25.5%
- assets growth YoY
Berylson Capital Partners LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Berylson Capital Partners LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$648,002 20th percentile higher than 20% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Berylson Capital Partners LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Berylson Capital Partners LLC 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Berylson Capital Partners LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $516K in the plan year 2023 filing to $648K in the plan year 2024 filing.
- Berylson Capital Partners LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $159K in the plan year 2023 filing to $132K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 454054625 · Berylson Capital Partners LLC PY 2024 · 401(k)
Berylson Capital Partners LLC 401(k) Profit Sharing Plan & Trust · $648K · 3 · 20th
- RANK $648K
- PHOTO 3
- IND 20th
- EOY 401(k)
- 5500 near Aaviaasa Company 401(k) Plan
- ASSETS ind #921
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 →
Berylson Capital Partners LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Berylson Capital Partners LLC multi-year asset trail
Sponsor-wide plan assets over time
All Berylson Capital Partners LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $648K 81.11491538214291% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $358K |
| 2023 | 1 | 3 | $516K |
| 2024 | 1 | 3 | $648K |
Berylson Capital Partners LLC filing trail (2024)
| Total Assets (Beginning of Year) | $516K |
|---|---|
| Net Assets (End of Year) | $648K |
| Net Income | $132K |
| Employer EIN | 454054625 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Berylson Capital Partners LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Aaviaasa Company 401(k) Plan in TX ($648K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($648K here).
- Aaviaasa Company 401(k) Plan (TX) $648K · N/A
- Mvrk I, LLC 401(k) Plan (NJ) $648K · 1,469
- Pikes Peak Dental 401(k) Plan (CO) $648K · 2
- Park Place Partners, Inc. Profit Sharing Plan (CA) $648K · 7
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.