401(k) · DOL Form 5500 · 2024
Berkshire Partners LLC 401(k) Plan
Data updated 2026-08-11
- $122M
- Total assets
- 211
- Participants
- 92nd
- Percentile by assets
- $579,861
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $122M
- total plan assets (2024 EOY)
- 211
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $579,861
- avg assets per participant
Where Berkshire Partners LLC Retirement Plan sits 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
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.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Berkshire Partners LLC Retirement Plan reports 211 participants - about 32% of that state average ($122M EOY assets).
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)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Berkshire Partners LLC Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Next read for Berkshire Partners LLC Retirement Plan
Filing takeaways
Ways to act on Berkshire Partners LLC Retirement Plan's numbers.
- By total assets, Berkshire Partners LLC Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Berkshire Partners LLC's sponsor-wide assets have grown 57.8% since 2022 across 3 plan years on file. More Finance & Insurance plans