401(k) · DOL Form 5500 · 2022
Millennium Advisors, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 382
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $11,554
- Avg per participant Low balance/head
Official DOL plan name: Living Care Lifestyles 401(k) Profit Sharing Plan · Sponsored by Millennium Advisors, Inc. · Washington · Healthcare & Social Assistance
$4M in assets, 382 participants
Millennium Advisors, Inc.'s Living Care Lifestyles 401(k) Profit Sharing Plan reported $4M in total assets and 382 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #10,697 in Healthcare & Social Assistance (20,060 peers)
Coverage in Washington
Living Care Lifestyles 401(k) Profit Sharing Plan covers 382 participants in Washington, about 26% of the average Washington filer (state average ~1,476 per filing). Assets: $4M.
- #10,697
- in Healthcare & Social Assistance (20,060 peers)
- -8.7%
- assets change YoY
The plan reported a net loss of $420K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Living Care Lifestyles 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Living Care Lifestyles 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,413,651 48th percentile higher than 48% 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
Living Care Lifestyles 401(k) Profit Sharing 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. Living Care Lifestyles 401(k) Profit Sharing Plan sits mid-pack in the medium band (382 participants).
EBSA filing schedule strip
Filing strip 911644545 · Millennium Advisors, Inc. PY 2022 · 401(k)
Living Care Lifestyles 401(k) Profit Sharing Plan · $4M · 382 · 48th
- SCH $4M
- EBSA 382
- PART 48th
- TYPE 401(k)
- NET near Lund's Fisheries Inc 401(k) Employee Savings Plan
- BOOK ind #10697
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 Healthcare & Social Assistance retirement plans → · Plans in Washington →
Living Care Lifestyles 401(k) Profit Sharing Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$420K |
| Employer EIN | 911644545 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Millennium Advisors, Inc.)
Sponsor-wide plan assets over time
All Millennium Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 28.409450588639658% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 382 | $4M |
| 2023 | 1 | 342 | $6M |
| 2024 | 1 | 402 | $6M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Living Care Lifestyles 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Lund's Fisheries Inc 401(k) Employee Savings Plan in NJ ($4M); by covered participants it is Autofair Ford, L.P. 401(k) Retirement Savings Plan in NH (382 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (382 participants); asset peers above are excluded.
- Autofair Ford, L.P. 401(k) Retirement Savings Plan (NH) 382 · 0 off
- Forum Credit Union 401(k) Plan (IN) 382 · 0 off
- Meadows Farms, Inc. 401(k) Profit Sharing Plan (VA) 382 · 0 off
- Mascoma Bank 401(k) Profit Sharing Plan (NH) 382 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.