401(k)
2022 plan-year 401(k) DOL Form 5500

Millennium Physician Group 401(k) Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Millennium Physician Group, LLC · Florida · Healthcare & Social Assistance

What the 2023 filing shows

Millennium Physician Group 401(k) Plan & Trust holds $124M for 2,790 participants — about $44,347 per participant, up 4.5% over the 2022 plan year.

$124M
total plan assets (2022 EOY)
2,790
covered participants
$44,347
avg assets per participant
+4.5%
assets growth YoY
Total Assets (2023)
$124M
Participants
2,790
State
Industry
Healthcare & Social Assistance

What the Filing Says About Millennium Physician Group 401(k) Plan & Trust

Millennium Physician Group 401(k) Plan & Trust is a 401(k) retirement plan sponsored by Millennium Physician Group, LLC, headquartered in Florida. As of the 2022 Form 5500 filing, the plan reports $124M in total end-of-year assets and covers 2,790 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 262909414, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $118M at the beginning of 2022 to $124M at year-end — a gain of 4.5%. Net assets (after liabilities) closed the year at $124M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$118M
Total Assets (End of Year)$124M
Net Assets (End of Year)$124M
Net Income$5M
Plan Type401(k)
Employer EIN262909414
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Millennium Physician Group, LLC)

Year Plans Participants Total Assets
2022 1 2,790 $124M
2023 1 3,504 $159M
2024 1 3,604 $37M

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Frequently Asked Questions

How much money is in the Millennium Physician Group 401(k) Plan & Trust?
As of the 2022 Form 5500 filing, Millennium Physician Group 401(k) Plan & Trust holds $124M in total assets with 2,790 participants. It is sponsored by Millennium Physician Group, LLC.
What type of plan is Millennium Physician Group 401(k) Plan & Trust?
Millennium Physician Group 401(k) Plan & Trust is a 401(k) plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 262909414.
Who sponsors the Millennium Physician Group 401(k) Plan & Trust?
Millennium Physician Group 401(k) Plan & Trust is sponsored by Millennium Physician Group, LLC, located in Florida. The sponsor's EIN is 262909414 and the plan operates in the Healthcare & Social Assistance industry.
How did Millennium Physician Group 401(k) Plan & Trust perform in 2022?
Millennium Physician Group 401(k) Plan & Trust grew by 4.5% during 2022, moving from $118M to $124M in total assets. Net income was $5M.
Where can I find official filings for Millennium Physician Group 401(k) Plan & Trust?
Official Form 5500 filings for Millennium Physician Group 401(k) Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 262909414 or plan name at efast.dol.gov.
How does Millennium Physician Group 401(k) Plan & Trust compare to other plans?
You can compare Millennium Physician Group 401(k) Plan & Trust against other 401(k) plans on the plan type page, or view plans in Florida on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 262909414.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.