401(k) · DOL Form 5500 · 2023

Senior Living VII Operator Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
530
Participants Below avg headcount
65th
Percentile by assets National rank
$25,700
Avg per participant Low balance/head
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Official DOL plan name: Sedgebrook/Monarch 401(k) Plan · Sponsored by Senior Living VII Operator Holdings, LLC · Illinois · Healthcare & Social Assistance

$14M in assets, 530 participants

Senior Living VII Operator Holdings, LLC's Sedgebrook/Monarch 401(k) Plan reported $14M in total assets and 530 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #12,448 in Healthcare & Social Assistance (17,684 peers)

Senior Living VII Operator Holdings, LLC multi-year trail

Senior Living VII Operator Holdings, LLC's plans moved +55.9% in assets from 2022 to 2024; this filing shows Sedgebrook/Monarch 401(k) Plan at $14M / 530 participants.

#12,448
in Healthcare & Social Assistance (17,684 peers)
+30.0%
assets growth YoY

Sedgebrook/Monarch 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sedgebrook/Monarch 401(k) Plan vs every filed plan by assets

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

$13,621,093 Top 35% higher than 65% 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

Sedgebrook/Monarch 401(k) 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. Sedgebrook/Monarch 401(k) Plan sits mid-pack in the medium band (530 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sedgebrook/Monarch 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Sedgebrook/Monarch 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Sedgebrook/Monarch 401(k) Plan reported participants rose from 504 in the plan year 2022 filing to 530 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 273564554 · Senior Living VII Operator Holdings, LLC PY 2023 · 401(k)

Sedgebrook/Monarch 401(k) Plan · $14M · 530 · 65th

  • RANK $14M
  • PHOTO 530
  • IND 65th
  • EOY 401(k)
  • 5500 near Victory Energy Operations, L.L.C. 401(k) Profit Sharing Plan
  • ASSETS ind #12448

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 Illinois →

Sedgebrook/Monarch 401(k) Plan in the asset neighbourhood

Sedgebrook/Monarch 401(k) PlanSedgebrook/Monarch 401(k) Pl…$14MVictory Energy Operations, L.L.C. 401(k) Profit Sharing PlanVictory Energy Operations, L…$14MA.D. Makepeace Company 401(k) PlanA.D. Makepeace Company 401(k…$14MRessler Motor Company 401(k) Profit Sharing PlanRessler Motor Company 401(k)…$14MIndiana Physical Therapy, Inc. 401(k) Salary Reduction Plan & TrustIndiana Physical Therapy, In…$14M
End-of-year total assets ($M) among Sedgebrook/Monarch 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Senior Living VII Operator Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Senior Living VII Operator Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 55.939391769824276% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.5M $16.3M ▲ +55.9%
Year Plans Participants Total Assets
2022 1 504 $10M
2023 1 530 $14M
2024 1 627 $16M

Senior Living VII Operator Holdings, LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN273564554
Plan Effective Date2011-03-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Sedgebrook/Monarch 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Sedgebrook/Monarch 401(k) Plan, Total assets ($B): 0.013621093 · Participants: 530Sedgebrook/Monarch 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
Sedgebrook/Monarch 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Sedgebrook/Monarch 401(k) Plan side-by-side with 3 peers →

Sedgebrook/Monarch 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Victory Energy Operations, L.L.C. 401(k) Profit Sharing Plan in OK ($14M); by covered participants it is Gaming Laboratories International, LLC Profit Sharing Plan in NJ (530 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (530 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 Sedgebrook/Monarch 401(k) Plan assets move in 2023? ▼
Sedgebrook/Monarch 401(k) Plan surged - up 30.0% during 2023, from $10M to $14M. Reported net income was $3M.
How have Senior Living VII Operator Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Senior Living VII Operator Holdings, LLC's sponsor-wide assets grew 55.9%, from $10M to $16M.
Which 401(k) plans are similar in size to Sedgebrook/Monarch 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Victory Energy Operations, L.L.C. 401(k) Profit Sharing Plan in OK ($14M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Sedgebrook/Monarch 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gaming Laboratories International, LLC Profit Sharing Plan in NJ (530 participants, $73M 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 273564554.

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.