Profit Sharing · DOL Form 5500 · 2024

Berkshire Partners LLC Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
102
Participants Small participant base
63rd
Percentile by assets National rank
$137,495
Avg per participant Near avg balance/head
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Official DOL plan name: Berkshire Partners LLC Administrative Staff Profit Sharing Plan · Sponsored by Berkshire Partners LLC · Massachusetts · Finance & Insurance

$14M in assets, 102 participants

Berkshire Partners LLC's Berkshire Partners LLC Administrative Staff Profit Sharing Plan reported $14M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,016 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Berkshire Partners LLC Administrative Staff Profit Sharing Plan covers 102 participants in Massachusetts, about 15% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.

#4,016
in Finance & Insurance (8,549 peers)
+27.5%
assets growth YoY

Berkshire Partners LLC Administrative Staff Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Berkshire Partners LLC Administrative Staff Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,024,466 Top 37% higher than 63% of 123,620 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 2024

Berkshire Partners LLC Administrative Staff Profit Sharing 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 Administrative Staff Profit Sharing Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Berkshire Partners LLC Administrative Staff Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Berkshire Partners LLC Administrative Staff Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Berkshire Partners LLC Administrative Staff Profit Sharing Plan reported participants rose from 94 in the plan year 2023 filing to 102 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042911958 · Berkshire Partners LLC PY 2024 · Profit Sharing

Berkshire Partners LLC Administrative Staff Profit Sharing Plan · $14M · 102 · 63rd

  • BOY $14M
  • SCH 102
  • EBSA 63rd
  • PART Profit Sharing
  • TYPE near Chrisman Employee Benefit Plan
  • NET ind #4016

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 Administrative Staff Profit Sharing Plan in the asset neighbourhood

Berkshire Partners LLC Administrative Staff Profit Sharing PlanBerkshire Partners LLC Admin…$14MChrisman Employee Benefit PlanChrisman Employee Benefit Pl…$14MDelaware Hospice, Inc. 403(b) Retirement PlanDelaware Hospice, Inc. 403(b…$14MLord Electric Company of Puerto Rico, Employees Retirement PlanLord Electric Company of Pue…$14MTholl Fence,Inc. Profit Sharing Plan and TrustTholl Fence,Inc. Profit Shar…$14M
End-of-year total assets ($M) among Berkshire Partners LLC Administrative Staff Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN042911958
Plan Effective Date2006-12-31
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 Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Berkshire Partners LLC Administrative Staff Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Berkshire Partners LLC Administrative Staff Profit Sharing Plan, Total assets ($B): 0.014024466 · Participants: 102Berkshire Partners LLC Administrative Staff Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 16.746508173 · Participants: 76559Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.11674253 · Participants: 14037Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.93023844 · Participants: 5518Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.685607607 · Participants: 6385The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.656271721 · Participants: 3065Sheet Metal Workers Local 17 Annuity Income Fund
Berkshire Partners LLC Administrative Staff Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Berkshire Partners LLC Administrative Staff Profit Sharing Plan side-by-side with 3 peers →

Berkshire Partners LLC Administrative Staff Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Chrisman Employee Benefit Plan in UT ($14M); by covered participants it is College Association at Delhi, Inc. Retirement Plan in NY (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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.

Frequently Asked Questions

How did Berkshire Partners LLC Administrative Staff Profit Sharing Plan assets move in 2024? ▼
Berkshire Partners LLC Administrative Staff Profit Sharing Plan grew sharply - up 27.5% during 2024, from $11M to $14M. Reported net income was $3M.
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.
Which Profit Sharing plans are similar in size to Berkshire Partners LLC Administrative Staff Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Chrisman Employee Benefit Plan in UT ($14M, 216 participants).
Which Profit Sharing plans cover a similar participant headcount to Berkshire Partners LLC Administrative Staff Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is College Association at Delhi, Inc. Retirement Plan in NY (102 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.