401(k) · DOL Form 5500 · 2023

Partners Senior Living Options, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
406
Participants Below avg headcount
43rd
Percentile by assets National rank
$11,530
Avg per participant Low balance/head
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Official DOL plan name: Partners Senior Living Options Employee Retirement Plan · Sponsored by Partners Senior Living Options, LLC · Minnesota · Healthcare & Social Assistance

$5M in assets, 406 participants

Partners Senior Living Options, LLC's Partners Senior Living Options Employee Retirement Plan reported $5M in total assets and 406 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,237 in Healthcare & Social Assistance (17,684 peers)

Coverage in Minnesota

Partners Senior Living Options Employee Retirement Plan covers 406 participants in Minnesota, about 36% of the average Minnesota filer (state average ~1,126 per filing). Assets: $5M.

#8,237
in Healthcare & Social Assistance (17,684 peers)
+28.3%
assets growth YoY

Partners Senior Living Options Employee Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Partners Senior Living Options Employee Retirement Plan vs every filed plan by assets

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

$4,681,033 43rd percentile higher than 43% 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

Partners Senior Living Options Employee Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Partners Senior Living Options Employee Retirement Plan sits mid-pack in the medium band (406 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Partners Senior Living Options Employee Retirement Plan reported net income rose from -$85K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Partners Senior Living Options Employee Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Partners Senior Living Options Employee Retirement Plan reported participants fell from 413 in the plan year 2022 filing to 406 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263573437 · Partners Senior Living Options, LLC PY 2023 · 401(k)

Partners Senior Living Options Employee Retirement Plan · $5M · 406 · 43rd

  • EIN $5M
  • EIN 406
  • EIN 43rd
  • EIN 401(k)
  • EIN near 403(b) Thrift Plan for Employees of Chinese-American Planning Council, Inc.
  • EIN ind #8237

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 Minnesota →

Partners Senior Living Options Employee Retirement Plan in the asset neighbourhood

Partners Senior Living Options Employee Retirement PlanPartners Senior Living Optio…$5M403(b) Thrift Plan for Employees of Chinese-American Planning Council, Inc.403(b) Thrift Plan for Emplo…$5MBehavioral Health Services, Inc. 401(k) Profit Sharing PlanBehavioral Health Services, …$5MEnerset Electric Ltd. 401(k) PlanEnerset Electric Ltd. 401(k)…$5MAnb Retirement Plan$5M
End-of-year total assets ($M) among Partners Senior Living Options Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN263573437
Plan Effective Date2009-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Partners Senior Living Options, LLC)

Sponsor-wide plan assets over time

All Partners Senior Living Options, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 53.939452737995495% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.65M $5.62M ▲ +54.0%
Year Plans Participants Total Assets
2022 1 413 $4M
2023 1 406 $5M
2024 1 363 $6M

Nearby 401(k) Plans in Minnesota

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

Partners Senior Living Options Employee Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Partners Senior Living Options Employee Retirement Plan, Total assets ($B): 0.004681033 · Participants: 406Partners Senior Living Options Employee Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Partners Senior Living Options Employee Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Partners Senior Living Options Employee Retirement Plan side-by-side with 3 peers →

Partners Senior Living Options Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Chinese-American Planning Council, Inc. in NY ($5M); by covered participants it is Motion Pt Group, Inc. 401(k) Plan in NJ (406 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (406 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 Partners Senior Living Options Employee Retirement Plan assets move in 2023? ▼
Partners Senior Living Options Employee Retirement Plan grew sharply - up 28.3% during 2023, from $4M to $5M. Reported net income was $1M.
How have Partners Senior Living Options, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Partners Senior Living Options, LLC's sponsor-wide assets grew 53.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Partners Senior Living Options Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan for Employees of Chinese-American Planning Council, Inc. in NY ($5M, 905 participants).
Which 401(k) plans cover a similar participant headcount to Partners Senior Living Options Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motion Pt Group, Inc. 401(k) Plan in NJ (406 participants, N/A 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 263573437.

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.