401(k) · DOL Form 5500 · 2023

Millennium Trust Company, LLC 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
1,016
Participants Near avg headcount
90th
Percentile by assets National rank
$80,654
Avg per participant Below avg balance/head
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Official DOL plan name: Millennium Trust Company, LLC 401(k) Plan · Sponsored by Millennium Trust Company, LLC · Illinois · Finance & Insurance

$82M in assets, 1,016 participants

Millennium Trust Company, LLC's Millennium Trust Company, LLC 401(k) Plan reported $82M in total assets and 1,016 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,488 in Finance & Insurance (8,869 peers)

Where Millennium Trust Company, LLC 401(k) Plan sits by assets

Millennium Trust Company, LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $82M for 1,016 participants (~$80,654/participant), up 26.3% in 2023.

#7,488
in Finance & Insurance (8,869 peers)
+26.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Millennium Trust Company, LLC 401(k) Plan's outsized position by total assets

Millennium Trust Company, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$81,944,642 Top 10% higher than 90% of 127,068 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 2023

Millennium Trust Company, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Millennium Trust Company, LLC 401(k) Plan lands in the large band (1,016 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Millennium Trust Company, LLC 401(k) Plan reported participants rose from 398 in the plan year 2022 filing to 1,016 in the plan year 2023 filing.
  • Millennium Trust Company, LLC 401(k) Plan reported net income fell from $36M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Millennium Trust Company, LLC 401(k) Plan end-of-year assets rose from $65M in the plan year 2022 filing to $82M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 364400066 · Millennium Trust Company, LLC PY 2023 · 401(k)

Millennium Trust Company, LLC 401(k) Plan · $82M · 1,016 · 90th

  • 5500 $82M
  • ASSETS 1,016
  • PCT 90th
  • EIN 401(k)
  • RANK near Tpx 401(k) Plan
  • PHOTO ind #7488

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 Finance & Insurance retirement plans → · Plans in Illinois →

Millennium Trust Company, LLC 401(k) Plan in the asset neighbourhood

R.E. Michel Company, LLC 401(k) Profit Sharing and Savings PlanR.E. Michel Company, LLC 401…$82MTpx 401(k) Plan$82MMillennium Trust Company, LLC 401(k) PlanMillennium Trust Company, LL…$82MPremier Obgyn of Minnesota, PLLC 401(k) Profit Sharing PlanPremier Obgyn of Minnesota, …$82MTindall Savings and Profit Sharing PlanTindall Savings and Profit S…$82M
End-of-year total assets ($M) among Millennium Trust Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$82M
Net Income$17M
Employer EIN364400066
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Millennium Trust Company, LLC)

Sponsor-wide plan assets over time

All Millennium Trust Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$113M 74.43894349800846% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $64.9M $113M ▲ +74.4%
Year Plans Participants Total Assets
2022 1 398 $65M
2023 1 1,016 $82M
2024 1 1,231 $113M

Nearby 401(k) Plans in Illinois

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

Millennium Trust Company, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Millennium Trust Company, LLC 401(k) Plan, Total assets ($B): 0.081944642 · Participants: 1016Millennium Trust Company, LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Millennium Trust Company, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Millennium Trust Company, LLC 401(k) Plan side-by-side with 3 peers →

Millennium Trust Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Tpx 401(k) Plan in TX ($82M); by covered participants it is Norma Group USA Retirement Savings Plan in MI (1,016 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,016 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Millennium Trust Company, LLC 401(k) Plan assets move in 2023? ▼
Millennium Trust Company, LLC 401(k) Plan grew sharply - up 26.3% during 2023, from $65M to $82M. Reported net income was $17M.
How have Millennium Trust Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Millennium Trust Company, LLC's sponsor-wide assets grew 74.4%, from $65M to $113M.
Where does Millennium Trust Company, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Millennium Trust Company, LLC 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Millennium Trust Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tpx 401(k) Plan in TX ($82M, 942 participants).
Which 401(k) plans cover a similar participant headcount to Millennium Trust Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Norma Group USA Retirement Savings Plan in MI (1,016 participants, $71M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 364400066.

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.