401(k) · DOL Form 5500 · 2023
Milstein Brothers Real Estate LLC 401(k) Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 317
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $147,047
- Avg per participant Above avg balance/head
Official DOL plan name: Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan · Sponsored by Milstein Brothers Real Estate LLC · New York · Real Estate
$47M in assets, 317 participants
Milstein Brothers Real Estate LLC's Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan reported $47M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #4,445 in Real Estate (4,727 peers)
Coverage in New York
Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan covers 317 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $47M.
- #4,445
- in Real Estate (4,727 peers)
- +15.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan's outsized position by total assets
Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$46,613,959 Top 15% higher than 85% 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
Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings 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. Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan sits mid-pack in the medium band (317 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan end-of-year assets rose from $40M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan reported participants rose from 305 in the plan year 2022 filing to 317 in the plan year 2023 filing.
DOL schedule card
Filing strip 134097228 · Milstein Brothers Real Estate LLC PY 2023 · 401(k)
Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan · $47M · 317 · 85th
- RANK $47M
- RANK 317
- RANK 85th
- RANK 401(k)
- RANK near The National Football League Capital Accumulation Plan
- RANK ind #4445
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 Real Estate retirement plans → · Plans in New York →
Milstein Brothers Real Estate LLC and Affiliates Entities 401(k) Savings Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $6M |
| Employer EIN | 134097228 |
| Plan Effective Date | 1994-04-11 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Milstein Brothers Real Estate LLC)
Sponsor-wide plan assets over time
All Milstein Brothers Real Estate LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 16.65541531027516% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 305 | $40M |
| 2023 | 1 | 317 | $47M |
| 2024 | 1 | 335 | $47M |
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
Milstein Brothers Real Estate LLC and Affiliates Entities 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 The National Football League Capital Accumulation Plan in IL ($47M); by covered participants it is Mcguires Management Group 401(k) Plan in FL (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- The National Football League Capital Accumulation Plan (IL) $47M · 254
- M-Aurora 401(k) Plan (CA) $47M · 47
- Coherus Biosciences, Inc. 401(k) Plan (CA) $47M · 368
- Emprise Bank 401(k) Plan (KS) $47M · 453
Similar participant headcount
Nearest other-state filings by covered participants (317 participants); asset peers above are excluded.
- Mcguires Management Group 401(k) Plan (FL) 317 · 0 off
- Forddirect Retirement Savings Plan (MI) 317 · 0 off
- Paradox Inc 401(k) Plan (AZ) 317 · 0 off
- Automated Financial Systems, Inc. 401(k) Salary Reduction Plan (PA) 317 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.