401(k) · DOL Form 5500 · 2024
Ballentine Partners, LLC 401(k) Plan
Data updated 2026-08-11
- $30M
- Total assets
- 121
- Participants
- 77th
- Percentile by assets
- $245,544
- Avg per participant
Official DOL plan name: Ballentine Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Ballentine Partners, LLC · New Hampshire · Professional & Technical Services
$30M in assets, 121 participants
Ballentine Partners, LLC's Ballentine Partners, LLC 401(k) Profit Sharing Plan reported $30M in total assets and 121 participants in its 2024 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.
- 77th percentile by assets (of 123,622 plans)
- #15,564 in Professional & Technical Services (20,173 peers)
Coverage in New Hampshire
Ballentine Partners, LLC 401(k) Profit Sharing Plan covers 121 participants in New Hampshire, about 40% of the average New Hampshire filer (state average ~301 per filing). Assets: $30M.
- $30M
- total plan assets (2024 EOY)
- 121
- covered participants
- 77th
- percentile by assets (of 123,622 plans)
- $245,544
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ballentine Partners, LLC 401(k) Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Ballentine Partners, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $25M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Ballentine Partners, LLC 401(k) Profit Sharing Plan reported participants rose from 116 in the plan year 2023 filing to 121 in the plan year 2024 filing.
Participants vs New Hampshire filers
In New Hampshire, the average filing covers about 301 participants across 708 plans. Ballentine Partners, LLC 401(k) Profit Sharing Plan reports 121 participants - about 40% of that state average ($30M EOY assets).
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $4M |
| Employer EIN | 271557796 |
| Plan Effective Date | 1997-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ballentine Partners, LLC)
| 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
- C&s and Affiliates 401(k) Savings Plan (a) $671M · 11,041
- Ams Osram Savings Plan $487M · 961
- Albany International Corp. Prosperity Plus Savings Plan $481M · 1,909
- Connection Employee 401(k) and Profit Sharing Plan $439M · 2,733
- Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $400M · 2,821
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ballentine Partners, LLC 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Ballentine Partners, LLC 401(k) Profit Sharing Plan's numbers.
- By total assets, Ballentine Partners, LLC 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New Hampshire. Compare plans
- Ballentine Partners, LLC's sponsor-wide assets have grown 52.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans