401(k) · DOL Form 5500 · 2022

Milstein Brothers Real Estate, LLC 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
305
Participants Below avg headcount
86th
Percentile by assets National rank
$132,385
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan · Sponsored by Milstein Brothers Real Estate, LLC · New York · Real Estate

$40M in assets, 305 participants

Milstein Brothers Real Estate, LLC's Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan reported $40M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,785 in Real Estate (5,057 peers)

Coverage in New York

Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan covers 305 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $40M.

#4,785
in Real Estate (5,057 peers)
-16.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan's outsized position by total assets

Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$40,377,354 Top 14% higher than 86% of 139,123 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 2022

Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan sits mid-pack in the medium band (305 participants).

Form 5500 schedule snapshot

Filing strip 134097228 · Milstein Brothers Real Estate, LLC PY 2022 · 401(k)

Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan · $40M · 305 · 86th

  • NET $40M
  • BOOK 305
  • VS-ST 86th
  • BOY 401(k)
  • SCH near Claas Employees' Savings Plan
  • EBSA ind #4785

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 Real Estate retirement plans → · Plans in New York →

Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan in the asset neighbourhood

Dlb Associates 401(k) Savings and Investment PlanDlb Associates 401(k) Saving…$40MHooper, Lundy & Bookman, Inc. 401(k) PlanHooper, Lundy & Bookman, Inc…$40MFesco, Ltd. 401(k) Plan$40MMilstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings PlanMilstein Brothers Real Estat…$40MClaas Employees' Savings Plan$40M
End-of-year total assets ($M) among Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$40M
Net Income-$8M
Employer EIN134097228
Plan Effective Date1994-04-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Milstein Brothers Real Estate, LLC)

Sponsor-wide plan assets over time

All Milstein Brothers Real Estate, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$47M 16.65541531027516% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $40.4M $47.1M ▲ +16.6%
Year Plans Participants Total Assets
2022 1 305 $40M
2023 1 317 $47M
2024 1 335 $47M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan, Total assets ($B): 0.040377354 · Participants: 305Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan side-by-side with 3 peers →

Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Claas Employees' Savings Plan in NE ($40M); by covered participants it is Unite Retirement Savings Plan in MO (305 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (305 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan assets move in 2022? ▼
Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan declined sharply - down 16.9% during 2022, from $49M to $40M. Reported net income was -$8M.
How have Milstein Brothers Real Estate, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milstein Brothers Real Estate, LLC's sponsor-wide assets grew 16.7%, from $40M to $47M.
Where does Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Claas Employees' Savings Plan in NE ($40M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Milstein Brothers Real Estate, LLC and Affiliates Entities 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unite Retirement Savings Plan in MO (305 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134097228.

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.