401(k) · DOL Form 5500 · 2024
Berkshire Partners LLC 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 211
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $579,861
- Avg per participant High balance/head
Official DOL plan name: Berkshire Partners LLC Retirement Plan · Sponsored by Berkshire Partners LLC · Massachusetts · Finance & Insurance
$122M in assets, 211 participants
Berkshire Partners LLC's Berkshire Partners LLC Retirement Plan reported $122M in total assets and 211 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,454 in Finance & Insurance (8,549 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: $122M.
- #7,454
- in Finance & Insurance (8,549 peers)
- +25.6%
- assets growth YoY
- 1.2×
- 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 2024 · DOL Form 5500
$122,350,621 Top 8% higher than 92% 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
Berkshire Partners LLC Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 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 2023 → plan year 2024
- Berkshire Partners LLC Retirement Plan reported net income rose from $20M in the plan year 2023 filing to $25M in the plan year 2024 filing.
- Berkshire Partners LLC Retirement Plan end-of-year assets rose from $97M in the plan year 2023 filing to $122M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042911958 · Berkshire Partners LLC PY 2024 · 401(k)
Berkshire Partners LLC Retirement Plan · $122M · 211 · 92nd
- ASSETS $122M
- PCT 211
- EIN 92nd
- RANK 401(k)
- PHOTO near Lemans Corporation 401(k) Savings Plan
- IND ind #7454
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
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | $25M |
| Employer EIN | 042911958 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING 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
| 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.
- 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
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 Lemans Corporation 401(k) Savings Plan in WI ($122M); by covered participants it is Greater Texas Federal Credit Union 401(k) Plan in TX (211 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- Lemans Corporation 401(k) Savings Plan (WI) $122M · 1,045
- Scientific Drilling International Employee Saving and Investment Plan (TX) $122M · 568
- Faulkner Group 401(k) Plan (PA) $122M · 1,774
- Forcepoint 401(k) Retirement Plan (TX) $122M · 544
Similar participant headcount
Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.
- Greater Texas Federal Credit Union 401(k) Plan (TX) 211 · 0 off
- Variscale Services & Engineering, Inc. 401(k) Profit Sharing Plan (NJ) 211 · 0 off
- Bader Rutter Retirement Plan (WI) 211 · 0 off
- Wfp US LLC 401(k) Plan (WA) 211 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.