401(k) · DOL Form 5500 · 2022

Maxwell Group Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
1,977
Participants Near avg headcount
78th
Percentile by assets National rank
$10,966
Avg per participant Low balance/head
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Official DOL plan name: Senior Living Communities 401(k) Plan · Sponsored by Maxwell Group Inc. · North Carolina · Healthcare & Social Assistance

$22M in assets, 1,977 participants

Maxwell Group Inc.'s Senior Living Communities 401(k) Plan reported $22M in total assets and 1,977 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,409 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Senior Living Communities 401(k) Plan covers 1,977 participants in North Carolina, 2.4x the typical North Carolina plan (state average ~819 per filing). Assets: $22M.

#16,409
in Healthcare & Social Assistance (20,060 peers)
-11.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Senior Living Communities 401(k) Plan's outsized position by total assets

Senior Living Communities 401(k) Plan vs every filed plan by assets

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

$21,679,456 Top 22% higher than 78% 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

Senior Living Communities 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Senior Living Communities 401(k) Plan lands in the large band (1,977 participants).

Plan-year Form 5500 strip

Filing strip 561660190 · Maxwell Group Inc. PY 2022 · 401(k)

Senior Living Communities 401(k) Plan · $22M · 1,977 · 78th

  • 5500 $22M
  • ASSETS 1,977
  • PCT 78th
  • EIN 401(k)
  • RANK near Harry Lawall & Son 401(k) Plan
  • PHOTO ind #16409

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 North Carolina →

Senior Living Communities 401(k) Plan in the asset neighbourhood

Senior Living Communities 401(k) PlanSenior Living Communities 40…$22MHarry Lawall & Son 401(k) PlanHarry Lawall & Son 401(k) Pl…$22MDolben Employee 401(k) Plan$22MPurple 401(k) Plan$22MRiver City Bank 401(k) Plan$22M
End-of-year total assets ($M) among Senior Living Communities 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN561660190
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maxwell Group Inc.)

Sponsor-wide plan assets over time

All Maxwell Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 44.50604756872128% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $21.7M $31.3M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 1,977 $22M
2023 1 2,160 $27M
2024 1 2,368 $31M

Nearby 401(k) Plans in North Carolina

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

Senior Living Communities 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Senior Living Communities 401(k) Plan, Total assets ($B): 0.021679456 · Participants: 1977Senior Living Communities 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Senior Living Communities 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Senior Living Communities 401(k) Plan side-by-side with 3 peers →

Senior Living Communities 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Harry Lawall & Son 401(k) Plan in PA ($22M); by covered participants it is Entrust Solutions Group Retirement Savings Plan in IL (1,977 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,977 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 Senior Living Communities 401(k) Plan assets move in 2022? ▼
Senior Living Communities 401(k) Plan pulled back noticeably - down 11.2% during 2022, from $24M to $22M. Reported net income was -$3M.
How have Maxwell Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maxwell Group Inc.'s sponsor-wide assets grew 44.5%, from $22M to $31M.
Where does Senior Living Communities 401(k) Plan rank by assets among Form 5500 filers? ▼
Senior Living Communities 401(k) Plan ranks in the 78th 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 Senior Living Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harry Lawall & Son 401(k) Plan in PA ($22M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Senior Living Communities 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Entrust Solutions Group Retirement Savings Plan in IL (1,977 participants, $119M 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 561660190.

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.