401(k) · DOL Form 5500 · 2022
Millstein & Co., L.P. 401(k) Plan
Data updated 2026-08-25
- $409K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 16th
- Percentile by assets National rank
Official DOL plan name: Millstein & Co. 401(k) Retirement Plan · Sponsored by Millstein & Co., L.P. · New York · Finance & Insurance
$409K in assets, N/A participants
Millstein & Co., L.P.'s Millstein & Co. 401(k) Retirement Plan reported $409K in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.
- #966 in Finance & Insurance (9,261 peers)
2022 asset change
Millstein & Co. 401(k) Retirement Plan contracted severely 84.4% in 2022 ($3M → $409K) for N/A participants.
- #966
- in Finance & Insurance (9,261 peers)
- -84.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Millstein & Co. 401(k) Retirement Plan among the smaller filed plans by assets
Millstein & Co. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$409,301 16th percentile higher than 16% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
Form 5500 schedule snapshot
Filing strip 800784714 · Millstein & Co., L.P. PY 2022 · 401(k)
Millstein & Co. 401(k) Retirement Plan · $409K · N/A · 16th
- TYPE $409K
- NET N/A
- BOOK 16th
- VS-ST 401(k)
- BOY near Kuhl Hospitality Corp 401(k) Plan
- SCH ind #966
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 New York →
Millstein & Co. 401(k) Retirement Plan in the asset neighbourhood
Millstein & Co., L.P. years around the 2022 move
Sponsor-wide plan assets over time
All Millstein & Co., L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $422K 3.0603394567811955% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $409K |
| 2023 | 1 | N/A | $399K |
| 2024 | 1 | 1 | $422K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $409K |
| Net Income | -$2M |
| Employer EIN | 800784714 |
| Plan Effective Date | 2012-04-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Millstein & Co. 401(k) Retirement Plan's closest out-of-state 401(k) peers by assets
Outside New York, the nearest 401(k) by end-of-year assets is Kuhl Hospitality Corp 401(k) Plan in AZ at $409K (this filing: $409K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($409K here).
- Kuhl Hospitality Corp 401(k) Plan (AZ) $409K · 2
- Double Adobe Inc. 401(k) Plan (AZ) $409K · 2
- Fiesta Markets 401(k) Plan (IL) $409K · 121
- National Chamber of Commerce & Small Business Pooled Employer Plan (CA) $409K · 8
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.