401(k) · DOL Form 5500 · 2023
Millburn Ridgefield Corporation 401(k) Plan
Data updated 2026-08-25
- $94M
- Total assets Below avg plan size
- 57
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $1.6M
- Avg per participant High balance/head
Official DOL plan name: Millburn Profit Sharing and 401(k) Savings Plan · Sponsored by Millburn Ridgefield Corporation · New York · Finance & Insurance
$94M in assets, 57 participants
Millburn Ridgefield Corporation's Millburn Profit Sharing and 401(k) Savings Plan reported $94M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #7,619 in Finance & Insurance (8,869 peers)
Where Millburn Profit Sharing and 401(k) Savings Plan sits by assets
Millburn Profit Sharing and 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $94M for 57 participants (~$1.6M/participant), up 0.4% in 2023.
- #7,619
- in Finance & Insurance (8,869 peers)
- +0.4%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Millburn Profit Sharing and 401(k) Savings Plan's outsized position by total assets
Millburn Profit Sharing and 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$93,947,346 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Millburn Profit Sharing and 401(k) Savings Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Millburn Profit Sharing and 401(k) Savings Plan is a small filing (57 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Millburn Profit Sharing and 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $382K in the plan year 2023 filing.
- Millburn Profit Sharing and 401(k) Savings Plan reported participants rose from 55 in the plan year 2022 filing to 57 in the plan year 2023 filing.
- Millburn Profit Sharing and 401(k) Savings Plan end-of-year assets rose from $94M in the plan year 2022 filing to $94M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 061064418 · Millburn Ridgefield Corporation PY 2023 · 401(k)
Millburn Profit Sharing and 401(k) Savings Plan · $94M · 57 · 91st
- RANK $94M
- PHOTO 57
- IND 91st
- EOY 401(k)
- 5500 near Starwood Headquarters, L.L.C. 401(k) Profit Sharing Plan
- ASSETS ind #7619
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 New York →
Millburn Profit Sharing and 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | $382K |
| Employer EIN | 061064418 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Millburn Ridgefield Corporation)
Sponsor-wide plan assets over time
All Millburn Ridgefield Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $104M 11.603784129640447% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $94M |
| 2023 | 1 | 57 | $94M |
| 2024 | 1 | 57 | $104M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Millburn Profit Sharing and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Starwood Headquarters, L.L.C. 401(k) Profit Sharing Plan in CT ($94M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($94M here).
Similar participant headcount
Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.
- The Herjavec Group Corp 401(k) Plan (CA) 57 · 0 off
- Gallagher Asphalt Corporation Employees' Profit Sharing Plan (IL) 57 · 0 off
- Baker Tilly Wealth Management Pep (SD) 57 · 0 off
- Kwik Goal Ltd. 401(k) Plan (PA) 57 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.