ESOP · DOL Form 5500 · 2023
Millennium Medical Education Resources, Ltd. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 12
- Participants
- 66th
- Percentile by assets
- $1.2M
- Avg per participant
Official DOL plan name: Millennium Medical Education Resources Employee Stock Ownership Plan · Sponsored by Millennium Medical Education Resources, Ltd. · Pennsylvania · Wholesale Trade
$14M in assets, 12 participants
Millennium Medical Education Resources, Ltd.'s Millennium Medical Education Resources Employee Stock Ownership Plan reported $14M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 127,072 plans)
- #3,791 in Wholesale Trade (6,309 peers)
Millennium Medical Education Resources, Ltd. multi-year trail
Millennium Medical Education Resources, Ltd.'s plans moved +41.3% in assets from 2022 to 2024; this filing shows Millennium Medical Education Resources Employee Stock Ownership Plan at $14M / 12 participants.
- $14M
- total plan assets (2023 EOY)
- 12
- covered participants
- 66th
- percentile by assets (of 127,072 plans)
- $1.2M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Millennium Medical Education Resources Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Millennium Medical Education Resources Employee Stock Ownership Plan reported participants fell from 15 in the plan year 2022 filing to 12 in the plan year 2023 filing.
- Millennium Medical Education Resources Employee Stock Ownership Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Millennium Medical Education Resources, Ltd. across 3 plan years on file
Across the 3 plan years Millennium Medical Education Resources, Ltd. has on file (2022-2024), sponsor-wide plan assets have moved from $12M to $17M, a gain of 41.3%, while reported participants moved from 15 to 17 (+13.3%). Peak year by sponsor assets: 2024 ($17M); trough: 2022 ($12M).
Millennium Medical Education Resources, Ltd. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $12M |
| 2023 | 1 | 12 | $14M |
| 2024 | 1 | 17 | $17M |
Millennium Medical Education Resources, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 232874255 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Pennsylvania
Peer ESOP plans, same state, same plan type, ranked by total assets.
Millennium Medical Education Resources Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
- Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
- Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
- Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
- D & H Employee Stock Ownership Plan $289M · 1,461
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Millennium Medical Education Resources Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Millennium Medical Education Resources Employee Stock Ownership Plan's numbers.
- By total assets, Millennium Medical Education Resources Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Millennium Medical Education Resources, Ltd.'s sponsor-wide assets have grown 41.3% since 2022 across 3 plan years on file. More Wholesale Trade plans